
What We're Reading 2-3-12 http://t.co/foVyXdLM about a day ago
Last year was certainly a tough one for the market, and there's no doubt that many investors are happy to turn the page on 2011. The S&P 500 posted modest gains at year-end, while much of the world's investable equity universe experienced steep declines. But despite the sub par performance in the world's top stock markets, our portfolio managed a respectable 9.5% gain here at Global Investment Strategy.
So as we embark on a new year, we'd like to dedicate our first issue of 2012 to the stocks on the Master Lists. Call it the Big Stock Issue, because here we're going to do a compete rundown of all the stocks on the GIS Equities and Special Situations Master Lists. It's all part of being a more confident, comfortable long-term investor, and a sure-fire way to start out the new year right. More >>
Is the strong start to this year's holiday shopping season a sign that the U.S. economy has finally entered a sustained expansion? In past periods, improving economic data and rising stock prices provided a reliable signal of the strength of economic fundamentals. But today, economic data and stock market performance are not reliable indicators of the underlying fundamentals of the economy. High-powered super-computers whipping stock prices around at millisecond speeds, an interventionist federal government, and a reckless monetary authority have polluted the investment landscape. To minimize risk in the current environment we continue to favor a portfolio of high dividend paying companies with strong balance sheets and low cyclicality. The company we are adding this month to the equities Master List meets these criteria, especially given its 7.7% yield. Read this month's issue to learn more. More >>

What We're Reading 2-3-12 http://t.co/foVyXdLM about a day ago

February 03, 2012 Cyberattacks likely to escalate this year, Byron Acohido, USA Today The Zero Decade, The Wall Street Journal Iran Says Nuclear Scientist's Murder Shows Foreign-Backed Terror Campaign, Ladane Nasseri and Nicole Gaouette, Bloomberg Class Warfare and the Buffett Rule, Arthur B. Laffer, The Wall Street Journal Saint Warren's Dark Side, Charles Gasparino, New York Post Robert [...] More »
The Young Research Natural Gas chart book includes short and long-term charts on the natural gas market.
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.
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.
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 »
| DJIA | 12862.23 | 156.82 | 1.23% |
|---|---|---|---|
| NASDAQ | 2905.66 | 45.98 | 1.61% |
| S&P 500 | 1344.90 | 19.36 | 1.46% |
| Global DOW | 1976.93 | 25.20 | 1.29% |