|

“Overreaction” is the official policy!
http://stockcharts.com/def/servlet/SharpChartv05.ServletDriver?chart=PID,uu[h,a]decayiay[dc][pc13!c34!c50!c200!f][vc60][iut!ub14!lv20!lk20!le8,24,8!lp14,3,3!la12,26,9!ll14!lc12!lf20]
http://stockcharts.com/def/servlet/SharpChartv05.ServletDriver?chart=CAG,uu[h,a]decayiay[dc][pc13!c34!c50!c200!f][vc60][iut!ub14!lv20!lk20!le8,24,8!lp14,3,3!la12,26,9!ll14!lc12!lf20]
http://stockcharts.com/def/servlet/SharpChartv05.ServletDriver?chart=CAT,uu[h,a]decayiay[dc][pc13!c34!c50!c200!f][vc60][iut!ub14!lv20!lk20!le8,24,8!lp14,3,3!la12,26,9!ll14!lc12!lf20]
http://stockcharts.com/def/servlet/SharpChartv05.ServletDriver?chart=BHP,uu[h,a]decayiay[dc][pc13!c34!c50!c200!f][vc60][iut!ub14!lv20!lk20!le8,24,8!lp14,3,3!la12,26,9!ll14!lc12!lf20]
http://stockcharts.com/def/servlet/SharpChartv05.ServletDriver?chart=BPL,uu[h,a]decayiay[dc][pc13!c34!c50!c200!f][vc60][iut!ub14!lv20!lk20!le8,24,8!lp14,3,3!la12,26,9!ll14!lc12!lf20]
http://stockcharts.com/def/servlet/SharpChartv05.ServletDriver?chart=KMP,uu[h,a]decayiay[dc][pc13!c34!c50!c200!f][vc60][iut!ub14!lv20!lk20!le8,24,8!lp14,3,3!la12,26,9!ll14!lc12!lf20]
Tax hikes will soak you, spending programs will
impoverish you, recession will beat you—and the
stock market will take whatever’s left.
It’s official: The Obama plan is to, and I quote, “overreact.”
“Don’t come up late,” avows Larry Summers, newly-named by Barrack Obama
as head of the National Economic Council, “and don’t come up short.”
Words that should send a chill through you.
Fire. Aim. Ready.
Dear Lord.
Larry Summers is gleeful that he can load on debt for the next 30 years
at 4%.
Oh, my.
Get Busy
Helping Yourself
Hello, I’m Dick Young and I believe in winning by never losing. NEVER,
EVER. I am writing to you today to do what I can to STOP your losses
from becoming much BIGGER.
The loss I’m talking about is the loss of everything you’ve sweated
for—all gone in the next 55 days.
The biggest mistake you can make now is: wait. Wait for the market to
come back, for the Democrats to bail everyone out. WORST OF ALL: wait
for the Inauguration on January 20.
You don’t have time. Not at this point in your life. And what you must
do is best done TODAY.
Robin Hood’s America
Last time there was a filibuster-proof Democratic senate, we got Lyndon
Johnson’s Great Society. The time before that, we got FDR’s New Deal.
A cornerstone of The New Deal was, of course, Fannie Mae, down 98% this
year and now under government conservatorship because, as Warren Buffet
said, “They had a blank check.”
Rich America
Poor America
What the rich know about creating wealth...that the poor mistake
for a handout.
Washington has great power to destroy wealth, but it has never
possessed the power to create it.
It never will.
Watch Washington flex its muscles in 2009 over fuel prices, free trade,
the drug industry, alternative energy, death taxes, income taxes,
payroll taxes, every imaginable sort of tax, credit markets, banking,
drilling, the dollar, and on and on.
Each new “initiative” will trigger a convulsion in the markets.
But here is an opportunity for
YOU to do something that no government, even an unbridled one, can ever
do: create new wealth.
We don’t have much time. Grasp the opportunity now.
Get ready. Here comes the New Deal II. Are you ready for the greatest
forced transfer of wealth in history? Are you ready to protect yourself?
You Have Only 55 Days
You have a choice right now: You can be rich or you can be poor. It is
entirely up to you and what you do next.
I have laid out for you a program of self-protection and
wealth-creation. This program is not based on any theorizing or
predicting. It is an attempt to face facts and turn the situation to our
advantage where possible. Grasp the possibilities.
A Critical Moment
The next 12 months will be momentous. Count on it. How you play it will
determine your standard of living for the next decade. Don’t let the
headlines distract you. The real news will not be televised, and the
politicians are clueless.
The real news is this: The planet is being remade. Entire nations are
withering, entire neighborhoods are dying, and for millions of people
left behind, the future will not exist in any meaningful way.
Unless you read every word of this urgent report, you risk getting
trapped on the windy side of this change.
Please understand, I am no pessimist. For every householder trapped in a
suddenly insupportable monthly mortgage payment, in a dying
neighborhood, in a shrinking economy, stuck with a portfolio of wildly
overvalued stocks…
…there is another householder living debt-free in a burgeoning township,
in a booming economy, sporting a portfolio bulging with stocks picked up
for pennies on the dollar, who eagerly anticipates a living standard
rising higher and higher, borne upward on a fabulous tide of wealth.
For Investors, The Implication Is Clear...
We Face A Stark Choice:
FEAST OR FAMINE
Most of the companies stashed away in the portfolios of conservative
investors are ticking time-bombs with...
slowing earnings, already showing up in quarterly reports
negative cash flow in 2008
narrowing operating margins, and
slowing sales growth
Own The Survivors
You may be wondering what stocks will thrive in this tumultuous
environment.
Bluntly, there won’t be many—but they will do extremely well. They live
within their means and never “enhance” their performances.
Globalization Death Watch
The Neighborhood Effect—New Profit Opportunities in a
Post-Global World
High fuel costs are rapidly changing the way the world works. You’d
better change your investment strategy to match. That’s why Young’s
Intelligence Report subscribers just took their 400% profit in coal to
the bank.
The cost of shipping that coal from Appalachia to China is changing the
profit equation. That spells trouble for every stock—from Boeing to
Wal-Mart.
The Great Globalization
Boom Is Over
For the last 20 years, supply chains that stretched from Chicago to Sao
Paulo to Shanghai and back again have been greased by cheap diesel.
But the cost of a standard shipping container has tripled—and the speed
of the ship that carries that container has been cut by 20% to save on
fuel.
There goes your just-in-time inventory system. The dry bulk rate—cost of
shipping—is about to double. There goes Costco’s margins.
Listen, I believe that globalization will survive, but mostly in the
form of ideas. Apple, for example, will continue to use London
designers, even Taiwan chips, but production may be moved closer to the
market.
And this is for a product that weighs just a few ounces.
But a product like La-Z-Boy recliners, once made in China, is about to
be made back in North Carolina, where the company started out. It’s just
too costly to haul those chairs all over the map.
The place where what I call The Neighborhood Effect has an instant
profit-potential is: Australia.
"The Aussie Advantage"
The same day that I told my Young’s Intelligence Report subscribers to
book 400% profit in coal, I told them to buy iron, and the reason for
both moves is The Neighborhood Effect.
Iron exists in sumptuous quantities in Australia, and Australia happens
to be parked on the doorstep of the world’s largest consumer of steel,
China.
For every $1 that diesel prices go up, Brazil, the other big iron ore
producer, is effectively pushed another 100 miles further away from its
top market, China.
Bad news for Brazilian iron giant Rio Doce. Good news for Aussie
competitor BHP Billiton.
It gets better. Western Australia is practically one solid block of
high-grade iron ore, 190,000 square miles in size. Pick up a rock out in
this red desert, and you can pretty much toss it into an iron smelter.
And that’s exactly what is happening, but on a massive scale.
It’s Called The Big Dig
Giant red boulders in the Kalgoorlie region are dumped straight onto
mile-long trains, shipped to the coast, unloaded into bulk carrier
ships, sent to China, crushed and poured into smelters...and turned into
hot rolled steel.
So pure is the iron from this region, no further processing is required
in most cases. The Chinese are vacuuming up every speck of red dirt they
can out of Western Australia, creating a land of billionaires and
frontier boom towns.
How long will it all last? One calculation puts the ore reserves of
Australia at 34,000 million tons, enough to keep us all in flatware,
countertops and skyscrapers for the next 300 years.
Double the Price
What’s more, the price of iron ore has just been hiked by 97%! Aussie
miners are forcing Asian steelmakers to pay a “neighborhood tax.”
While Brazilian miners were able to push through a 70% price increase
recently, Australians argued that the lower costs of shipping locally
means their iron is worth more.
The argument worked.
The spot price of Aussie ore has doubled in the last month. Wall Street
was expecting a 25%—50% hike, so this is an incredible coup for our
miners.
They have fat dividends, they have growing operating margins, their
earnings are accelerating, and analysts are falling over themselves to
revise their estimates upwards.
But ABOVE ALL—and this is so vital I’ll put it in capital letters:
ABOVE ALL THEIR BUSINESS
IS NOT TIED TO THE HEALTH
OF THE U.S. ECONOMY
Most investors I talk to need to HALVE the number of holdings tied to
the U.S. dollar and economy—and DOUBLE the number of holdings with
thriving overseas business.
EXHIBIT 1: BHP BILLITON
EXHIBIT 2: CATERPILLAR
EXHIBIT 3: CONAGRA
EXHIBIT 4: NESTLE
I want to give you chapter and verse on these 4 winning enterprises—and
two dozen more—in the economic report I plan to send you immediately.
The report is called The 26 Winners of 2009.
This list exemplifies every principle of investing I hold dear and that
has enabled my subscribers to thrive and has enabled me to never, ever
have a losing year in almost three decades. (A record that no one to my
knowledge comes close to matching.)
Consider this report, The 26 Winners of 2009, the cornerstones of your
investment strategy for the year ahead.
Don’t face the next year without first consulting this report
closely—and soon. Get all the information today.
Let’s Unlock America’s
Treasure Chest Of Energy
America is blessed with a truly vast treasure chest of natural
resources.
Yet millions of acres, sitting far off our coasts, and in the remotest
areas of Alaska and the Rockies, have been locked away from its citizens
by Washington.
Ten billion barrels of oil are in the remote Arctic National Wildlife
Refuge. Another 86 billion barrels sit far offshore in the Outer
Continental Shelf.
Top it off with 800 billion barrels of oil in the shale deposits deep in
the Rockies.
It’s all ours. And it’s all waiting. And not one cent of its value needs
go to sheikdoms with obvious ties to global terrorism. Will we reach out
our hands for this bounty?
They’re Helping Themselves
In North Dakota And Pennsylvania
(You Should Too)
In North Dakota today, there is a newly minted millionaire dusting off
his mesh cap.
One new millionaire, by all reckoning, is being made every day by these
high oil prices.
If you’d like to become one yourself, focus on domestic exploration,
domestic drilling and domestic processing, refining and pipeline
initiatives.
This is not the ordinary, 10% here, 20% there variety of wealth. This is
wealth of the Jed Clampett sort.
The Great American Oil Boom is happening right now, and my question is:
Why aren’t you a part of it?
The Marcellus shale reserve in southwest Pennsylvania contains up to 516
trillion cubic feet of gas. The price of gas could double from here and
still it would be cheap.
The Bakken oil shale in North Dakota contains up to 300 billion barrels
of oil.
I’ll bet you never even heard of the little wildcatter that’s getting
first dibs on all of this, but I can tell you this: Up in North Dakota,
they’re already naming their grandchildren after the company—out of
sheer gratitude.
The stock was up 73% in just 4 months, but that doesn’t impress me. This
is a long-term wealth-builder, not a speculative play on oil prices.
THE FIRST WAY WE PROFIT: Buy into domestic minor-league oil and gas
explorers.
These are the unsung heroes of the oil patch. You won’t see their CEOs
on TV with fluffy hair, and you’ll NEVER hear a squeak about them out of
Cramer’s pump-and-dump operation, either. But they do issue earnings,
and the next report is out in just a few weeks.
Buy before—and kick back alongside our North Dakota pals to enjoy the
fireworks.
Details in an investment report I want to send you, called The U.S. Oil
Boom. Best part is, it’s FREE.
Real Profits—Not Speculation
Speculators drove up the oil—so we’re told. Baloney. Or its evil Exxon,
or hurricanes, or fat sheiks. All baloney.
Six billion people across the face of the Earth are trading in their
bicycles for cars. And this is happening in countries where a gallon of
gas already costs twice what it does here.
So get real. Count on high gas prices and employ a strategy to profit
greatly from it.
I’ve told you one way we profit.
HERE’S THE SECOND: Home grown pipeline layers and refiners are the
second way to get rich in high oil prices.
Buckeye Partners pumped out a sweet mix of dividends, safety and growth
(total return was 20%) for Young’s Intelligence Report subscribers for
many years.
With a Price-to-Earnings ratio under 10 and still not enough pipelines
in the U.S. to meet demand, it’s a no-brainer.
Kinder Morgan’s pipeline business is simple and predictable—huge pluses
in this particular business.
The company’s new pipeline gets natural gas from the Rockies to
Pennsylvania for the first efficient market in this resource ever. It’ll
be open in the next few months and pumping cash (an 8.7% yield!) to
share holders immediately.
In your FREE report The U.S. Oil Boom, I give you details on these two
ways to profit safely, right here in the U.S., from oil’s high prices.
“OK, SO: You’ve Got Your Million (Or More).
You’re Ready To Rumble Through Retirement.
Then You Get A Few 770-Point Down Days And It Hits You:
YOU’VE GOT A BIG PROBLEM"
You counted on, what, a 10% growth in your portfolio? Eleven percent,
you say? Fine. And you’re smart, so you deducted inflation’s hidden tax
at, what, 3%?
Well, We’ve Got A
Couple Of Problems Here
Let’s take the less painful one first: inflation. The news is: food
inflation and energy inflation are each closer to 8% than 3%. Food
inflation is an entirely new phenomenon so don’t blame your adviser
(unless he’s a WWII veteran, in which case, why’s he still working?),
and don’t blame your box of software.
What You CAN’T Count On
A free market: A protectionist backlash in industrial countries is now
in full swing.
Democracy: With the industrial world in recession, much of the momentum
in the global economy is coming from countries with authoritarian
regimes interested in grabbing power, not improving the lives of their
people.
Hemispheric dominance: A massive shift in power is under way—south of
the Equator. We have no influence there at all.
Shared interests: Suddenly, from China to Bolivia, it’s everyone for
themselves, and may the Devil take the hindmost.
Cheap energy: The cornerstone of global trade has been kicked to the
curb. The new wave is Nearsourcing. And high oil prices have created
such wealth for corrupt producers as to scramble the entire power
structure of the globe.
A healthy financial system: We don’t know how bad the problem is—and
that’s precisely the problem. The FDIC is pulling every bank examiner
still alive out of retirement—not an encouraging sign.
Russia: “My good friend, Vladimir” is the poster child for the barbaric
new Me First nationalism—and damn the consequences. Expect more of the
same, even from the more civilized Old World.
The U.S. consumer: With stocks and real estate falling in value, the
U.S. consumer is cutting back. The U.S. is no longer the importer of
last resort for the rest of the world.
A house that you can sell: Layoffs are just beginning in earnest.
Foreclosures are bringing entire states (Georgia, parts of Florida, much
of California) to their knees. And it’s just Year One of The Great
Boomer Cash Out.
All this, and the Era of Equities appears to be over. This is reality,
not a forecast. So: What CAN we count on now?
No one saw it coming. (Well, Young’s Intelligence Report subscribers
did, but that’s not my point.)
Corn futures hit a 12-year high this year. Insatiable demand from the
emerging middle classes in Asia piled on top of the insatiable demand of
the ethanol producers, piled on top of bad harvests for Australia and
Russia. It’s a recipe for disaster.
Heating oil, gasoline, natural gas—all up by double since last year. Did
you factor that in?
More directly, food and energy costs: Two torpedoes aimed right at your
retirement dream. I’ll tell you how to actually PROFIT from this new
situation in a second. Hang in there.
Now, about those assumptions you made regarding stock market returns.
Ten percent, eleven percent, whatever.
You Are In A WORLD
Of Trouble
You assumed your stock returns would be...POSITIVE, right?
Supposing your stock market returns are negative? Not for the next 35
years, you understand. Let’s prepare ourselves for mildly negative
returns (say 5%) for the next 3 years. Right in line with history, as it
happens.
Put food inflation, energy inflation and 3 years of stock market losses
together and project out 5 years from today. I’ve done the math, so I’ll
save you the bother:
HALF, YES HALF YOUR NEST EGG
—HAS GONE (And 30 Years To Go)
Your trip from the haves to the have-nots was swift and brutal. Are you
taking notes? Listen to this next part, please.
None of this will happen...if you focus on yield. Call it your
Retirement Survival Plan.
THIS ONE REPORT SEPARATES YOU FROM POVERTY—And It’s Free
THIS REPORT is called Pay Me Now and it shows you how to focus—really
FOCUS—on yield. Very specifically, it tells you how to own:
New preferred issues, just out, voted A1/A grade, yielding upwards of
8%.
The Dividend Trust Fund yielding 15%. It does this by writing covered
calls and slashing away all risk. I’ll explain how in your report, Pay
Me Now.
The three recommended companies that have a long history of increasing
their dividends. Maintaining this strategy, you could give yourself an
11% compound annual growth rate—more than sufficient to keep you among
the Haves.
PLUS: Details in your report on how to construct a high-yield portfolio
that’ll cover your back for the next 35 years.
Meet The Armadillo
This Is Its Moment
Here at Intelligence Report, we specialize in finding armadillos. These
are companies that have been rendered by nature into perfect fighting
machines, and perfect survival machines.
What You CAN’T Count On
A boom in domestic oil and gas exploration and production: This is not
your ordinary sort of wealth. This is Jed Clampett wealth. Sudden, vast
and all yours.
Gold: Trust has been betrayed, and no currency is safe. Especially the
dollar. Beyond the safety it guarantees, there’s also the real prospect
of doubling your wealth in gold in the next 12 months.
Nuclear power: Washington may fumble the ball on this one, but the game
is over globally, and supplies of uranium are critically low. Buy before
Inauguration Day.
Water: It’s the new oil—Boone Pickens is right. Dive in now.
A new middle class in Asia: The toothpaste is not going back into that
tube. It is the biggest investment opportunity of our lives IF you play
it smart and AVOID CHINA.
Australia: The Premier of Australia speaks fluent Mandarin because he
knows his bread is buttered by China. Australia is one huge nugget of
ore.
Limited supply, exploding demand: We’re running out of everything
physical. Things replace equities. Once you grasp this, wealth is
attracted to you like iron filings are drawn to a magnet.
Timberland, farmland: The boom is just beginning. In South America, you
have to see it to believe it. And remember: Low correlation to stocks
equals wealth now.
The Armadillo: Sharp claws, broad of back. Ugly as sin. It wins by never
losing. Isn’t it time you learned The Way of the Armadillo?
The armadillo is God’s Sherman Tank. Invest in these armadillos today.
The armadillo is aggressive. Using my Armadillo Strategy, you could have
turned $8,750 into $405,125 in just 13 WEEKS. These are exact figures,
and give you a real-life example of what this approach can do for you.
The armadillo carries a thick coat of protective armor. Use my Armadillo
Strategy and you will not lose principal. In the last 33 years of using
this strategy, I have not taken a significant loss. That’s because I
invest in companies with real profits, with built-in protection against
inflation and recession, in areas where the trends are so locked in
place, they cannot be stopped.
First: Survive
The armadillo is a survivor. One of earth’s oldest animals, time has
left him stripped of all cuteness. My Armadillo Strategy ignores fads
and crazes. It ignores flashy “peacock” stocks and today’s media
darlings.
It keeps things radically simple: Hunt and protect.
My Armadillo Strategy doesn’t try to time, and it doesn’t pretend to
know tomorrow’s headlines. Many multimillionaire users of my Armadillo
Strategy spend, so they tell me, less than 3 hours a month managing
their entire portfolio. These are top Fortune 500 executives and some of
America’s wealthiest families.
In the year ahead, we will need such armadillos.
Join us here at Intelligence Report. Like the armadillo, we keep life
(investing life, anyway) simple. (If it takes more than an hour a month
to manage your investments, that’s fine, but you shouldn’t have to spend
longer.) We are risk-averse. Self-reliant. Slow to trust. Long-term in
outlook. And, quietly, mightily, successful.
Are you one of us? I hope so. Details in your FREE report.
“The Worst Is Yet To Come”
—Kenneth Rogoff, Chief Economist, International Monetary Fund
“But Not For You”
—Dick Young, CEO, Young Investment Research
You don’t have much time, but you can, you definitely can get to safety.
And safety is your first goal now.
I’ve discussed the very targeted, specific opportunities that come with
the current breakdown, but you must not neglect the issue of safety.
And, bluntly, this requires that you sell a great deal of your stocks in
order to reallocate your assets into areas that zag when Wall Street
zigs.
Let me help you successfully navigate the upcoming shocks of the
economy. Remember, you are protected by our six-month guarantee. Join us
today and be prepared in the tumultuous next 12 months.
Sincerely,
Richard C. Young
P.S. Claim all your free Young’s Intelligence Report White Papers and
begin your risk-free guaranteed trial of Young’s Intelligence Report
here.
They’re all yours to keep—just for trying Young’s Intelligence Report.
It’s an old-fashioned FREE offer—with no strings.
We will honor your request within 7-10 days.
InvestorPlace Media, LLC.
700 Indian Springs Drive
Lancaster, PA 17601
11/26/2008
—————————————————————————————————-
Thank you for subscribing to InvestorPlace.com. Please note that we
cannot be liable for any missed bulletins caused by overzealous spam
filters. To ensure that you continue to receive this valuable part of
your service please take a moment to add ( to your address book.
|