As long-time readers well know, consistency and patience are hallmarks of Intelligence Report. Extended time frames that allow the power of compound interest to work its magic are key to every investment we make at Richard C. Young & Co., Ltd and recommend in Intelligence Report. We recognize that our ultra-conservative style is not every investor's cup of tea. Were that the case, there would be no demand for the wildly risky, high-fee (2-and-20) hedge funds I so deplore.
In the March issue of Intelligence Report, I show how you should strategically position yourself to follow me, which you'll want to do right away when you read about my favorite balanced fund, which has not had a double-digit down year in its four-and-a-half-decade history. I also take on and dispel the perception many people have of Sweden as a bureaucratic nightmare. That was reality in the '70s in Sweden, but today Sweden is one of the freest countries in the world—and one whose potential for currency appreciation could provide a major long-term tailwind to a fund I recommend this month. Finally, I am adding two new companies to my Retirement Compounders Master List. The first is one of the largest regional banks in the country, and the second has unrivaled brand value in enterprise information technology.You will want to initiate a position in the latter company before it completes its latest transformation. More >>
Each month, I provide you with an Economic Analysis supplement to the issue. This supplement provides you with a bird's eye view of the indicators that I monitor on a regular basis. The incisive, story-telling charts included in this supplement are updated every month and range from "The Leaders" to "World Currency Reserves/World Gold Reserves." There will always be great new material as well as timely reference dates, and my comments spell out the meaning of each chart for you. Download in pdf format.
February 24, 2017 After selling-off as interest rates spiked following the election, gold has made something of a comeback in 2017. Gold is up over 9% YTD compared to about a 6% gain in the S&P 500. The rally in gold seems at odds with the prevailing sentiment in the stock market. Stock market investors are bullish. The Dow […] More »
Dick Young grew up in Shaker Heights, Ohio, graduated from Babson College in Wellesley, Massachusetts, with a B.S. in investments, began his investment career in 1964 with Clayton Securities in Boston, and founded Young Research & Publishing, Inc. in 1978 to publish Young's World Money Forecast. More »
Diversification, dividends and patience have proven to be the ticket for a solid portfolio that has allowed us to take out enough income and virtually maintain the principle balance over the past 12 years. We have held some of our positions since the beginning, and they have increased in value by as much as 240% while generating almost 6% annual income. [Intelligence Report] keeps me grounded and able to dismiss the 'experts' that seem to be lost in their own three-month cycle along with all the other so-called mavens of Wall Street.
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