Before we get into a breakdown of what we have for you in this month's issue, I have some unfortunate news to share with you. After careful consideration with our publisher, it is with regret that I tell you that this will be the final issue of Young Research's Global Investment Strategy.
Our goal with this final issue is to give you a brief lay of the land as we see it and to put you in a position to decide which Global Investment Strategy securities to continue on with and which you may want to sell. I start with my advice for which holdings in the fixed income list you should hold on to, as well as what to do with holdings found in the currencies and commodities list. I then go into more detail about how to handle the holdings found in the equities master list, including a breakdown of the companies found there. It will ultimately be your decision on which stocks you feel most comfortable holding without our monthly updates, but with this final issue, we aim to continue helping you achieve long-term investment success with comfort and confidence. More >>
Two years can feel like an eternity to maintain a defensive portfolio when it seems like every other investor around you is minting money in the most speculative sectors of the stock market. But patience is a vital partner in your quest for long-term investment success. During the five trading days ending on August 25, the Dow plunged over 10.5%–wiping out nearly two years of stock market gains. Defensive investors fared much better.
Over the last 70 years, there have only been seven other occasions when stocks fell by as much as they did, as fast as they did in August. Why was the correction so fast? In this month's issue, we'll take a look as some of the causes of the correction and what the prospects for the market are going forward.
We'll also tell you about the best places to deploy fresh cash to take advantage of the volatility and some potential future opportunities that have moved onto our radar screen for the first time in almost a decade. More >>
October 13, 2015 I watched this inspirational video over the weekend: 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 »