We have alerted you to the bubble conditions in the stock market regularly over recent months. Yet despite clear signs of froth, there are few indications that speculative excess is subsiding. If anything, it is becoming more pervasive. Investors are consumed not by how much they can lose on an investment, but by how much they are going to make. A global flood of central bank liquidity has set off one of the biggest and broadest reaches for return on record.
With abundant liquidity, rising confidence, trillions in cash sitting on corporate balance sheets, and slow global economic growth, conditions are ripe for a boom in mergers and acquisitions. In this month’s issue, I will show you how to safely profit from a potential boom in mergers and acquisitions and tell you which five stocks top our list of takeover candidates. Plus, I will tell you which closed-end fund you should take profits on now. More >>
The global investment landscape has shifted markedly in recent decades. The U.S. is no longer the center of the economic and financial universe. It still has the world’s largest economy and stock market, but foreign economies and markets have become much more relevant to investors. Proper diversification today means a global investment strategy and a global portfolio. The economic trends outside of the United States are simply too large and too profound to ignore. The Fed, the European Central Bank, and the Bank of Japan are flooding the global monetary system with liquidity in a futile attempt to stimulate growth. What happens when the current round of money printing ends in the fall?
We aren’t forecasting a bear market, but the risk should not be ignored. Savvy investors prepare for the worst and hope for the best. How do you prepare for the prospect of a bear market? Our advised strategy for you is to be sure you have a balanced portfolio and favor dividend payers, which tend to fall less in bear markets than non-dividend payers, and stocks that are out of favor. This month, we have two new recommendations that can help you prepare for the worst. More >>
August 27, 2014
When we developed Young Research's Retirement Compounders (RCs), our aim was to find a compelling competitive advantage to make the RCs a big winner, especially during bad times. Our overriding goal was to help investors like you achieve investment success with comfort and confidence. Our strategy was to accept underperformance during speculative market runs (like we've […]More »
The Young Research Commodities chart book includes price, both real and nominal, for different time periods and annual rates of change for the commodities covered on the Global Investment Scorecard.
The Young Research Equities chart book includes a range of charts featuring indicators on stock market valuation, sentiment, relative strength, etc. for U.S. stocks over a variety of timescales.
The Young Research U.S. Economy chart book includes short and long-term charts on output and activity, the labor market, inflation, and consumer and business sentiment.
Since 1896, the average bull market has lasted 835 days and resulted in a doubling of stock prices. For more historical perspective on the duration and magnitude of bull and bear markets, check out our new Dow Bull and Bear Markets table.
Our Credit Markets chart book includes many of the charts we monitor and use regularly to formulate fixed-income investment strategy. The chart book includes long-term charts on nominal and inflation-adjusted treasury rates, policy rates, interest rate valuation indicators, and credit spreads.
Jeremy Jones, CFA, is the director of research for Young Research & Publishing and editor of the Global Investment Strategy newsletter. Jeremy is also the Chief Investment Officer at Richard C. Young & Co., Ltd., an investment advisor to high net-worth families and businesses. More »