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Saturday, 21 April 2018

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Quarterly Strategy Report

How to Value the Stock Market

This month’s Legacy Investing Report is something totally different. I’m not making an investment recommendation. Instead, I am going to arm you with one of the important mental weapons you need to succeed as an investor over the long term – how to value stocks.

How to Play Uranium’s “Inevitable” Rise

As with all commodities, the current investment case for uranium is based on supply-and-demand drivers. This is not complicated. When supply outstrips demand, commodity prices tend to fall.

Why the Next 30 Years Will Be Horrible for U.S. Stocks

On Thursday, the S&P 500 closed above its nominal all-time high of 1,565. The U.S. stocks bulls are out in force. But the underlying fundamentals are poor. And long-term investors are setting themselves up for disappointment.

A Clear Direction

With developed world stock markets rallying and the price of gold falling, Bill, Chris and I have spent a lot of time thinking about our asset allocations and challenging the basic assumptions behind our current mix. Should we hold less cash? Should we make it so that gold can be our “cash”?

A Huge Opportunity in This “Everywhere” Commodity

When you think of iconic American brands what comes to mind? Coca-Cola? Smith & Wesson? Hershey’s? Harley-Davidson? Or maybe Cadillac? Or Zippo? Or Pepsi? Another iconic American brand celebrated its 100th anniversary this year.

The Price of Protection

The Brits call it Black Wednesday… On Sept. 16, 1992, a “wolf pack” of speculators, led by George Soros, took on the Bank of England by shorting the pound… and won. It was one of the most brilliant… and most devious… speculative currency attacks in history. It cost Britain £3.4 billion and earned Soros $1.1 billion.