Client Letter - Richard C. Young & Co., Ltd.

Sweden a Favored Foreign Market

February 28, 2017

February 2017 Client Letter

Sweden has long been one of our favored foreign markets. Why do we like Sweden? For starters, the Swedish stock market offers a yield almost double that of the U.S. market.

Bond Outlook: Dow 20,000 is the Undercard

January 31, 2017

January 2017 Client Letter

My dad has written for decades that the two most important words in investing are compound interest. Over time, the power of compounding is profound. One of Dad’s oldest friends in the investment business, Dave Hammer, recently relayed a story about the power of compounding that I would like to share with you.

A Conservative Bond Strategy

December 31, 2016

December 2016 Client Letter

The Wall Street Journal recently profiled the former CEO of the Cato Institute, John A. Allison, who was rumored to be a candidate for Treasury Secretary in the Trump Administration. Who better to help the new administration reinvigorate free-market capitalism in America than the former head of America’s leading free-market think tank?

A Surprise Victory

November 2, 2016

November 2016 Client Letter

Even well into election day, few predicted a Trump victory. Much of the mainstream legacy media predicted Clinton would win. The final national polls had Trump down a few points, and down a meaningful amount in many of the swing states he ended up winning.

Investors Facing an Unusually Uncertain Environment

October 2, 2016

October 2016 Client Letter

Today, investors are facing an unusually uncertain environment. We have a polarizing U.S. election whose outcome could have profound implications for the country and financial markets. The U.S. economy is far from robust and, in our estimation, is in the late stages of the cycle. Geopolitically, there is a broadening quagmire in the Middle East, coupled with increased hostilities with Russia, China, and now the Philippines.