Current Issue - June 2012

Washington could learn a thing or two from Sweden's Finance Minister, Anders Borg. He believes that wealth comes from the people, not the government, and I couldn't agree more. In the height of the 2008 financial crisis, Borg cut taxes to accelerate the country's recovery. And last year, Sweden eliminated its deficit.

In the U.S., the economy is in expansion stage, but only by the skin of its teeth. Twenty-five percent of homeowners are under water in their mortgages, and employment is still in the tank. We might not be in a recession, but momentum is horrible.

That's why I'm taking a cue from Borg in this month's Intelligence Report. The effects of Borg's economic policy have trickled down to a variety of Swedish sectors that you'll gain exposure to through my latest recommendations. I also maintain my stance that high-barrier-to-entry companies are best, and I'll revisit one of our holdings that fits this model. The dry rot is setting in, but the strategy I build upon this month will keep your investments protected. More >>

Economic Analysis - June 2012

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.

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The Commodities Whale

May 17, 2012 In a recent IMF working paper, author Shaun K. Roache provides readers with some valuable insight on China's role in world commodity markets. It is no secret that China is a whale in the commodities space, but Mr. Roache helps readers understand just how much of an outlier China's commodities consumption is when compared to [...] More »

Ask Dick

Question
An IR subscriber Asks:

My portfolio has done quite well over the last three years, but I'm at a loss as to when to sell any of the stocks. Do you ever make sell recommendations for individual stocks, and if so where would I find this info?

Answer
Dick Says:

It is not often that I make an outright sell recommendation in Intelligence Report. If I do make a sell recommendation you will find it in the text of my monthly report. I make investments with the intention of holding long-term, and I advise the same approach for you. If I delete a stock from my Monster Master List, it is usually to make room for a new name, not because I believe the stock should be sold. Most often, you will do just fine, long-term, with the names I delete from my Monster Master List.

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