Robert Young - YFS Private Client Market & Economy Audio-Email

Friends, Except for a few stragglers, Earning Season is over. Since this is the acid test for the impact of President Trumps’ use of tariffs as the dice in his Global “Not It” game, let’s take a look, shall we? Robert

Friends, The “Trade Agreement” with the United Kingdom Is this P.T. Barnum Press Conference Soundbite Showmanship or Reality? Let’s look at facts…   Cynically Optimistic, Robert

Friends, I assume we all know better than to use postings on an unregulated social media platform as the gospel truth. I'm confident that the vacuous pronouncements delivered with gusto are taken as bombastic theater - I am proud of y’all for your skepticism when you hear the fanciful, fabricated, “Trumped-Up” statements regarding “soon to be” signed tariff and trade agreements. But most of all, t...

Friends, For your consideration, I present facts related to the Market's miraculous, surprise climb on 9 April. Was this truly for the benefit of America(ans) or orchestrated for the benefit of a select few? Immediately after his post regarding the tariff suspension, in his following post, Prersident Trump proclaims, "it's a great time to buy the DJ" (Dow Jones Index) Was this a signal? Regardless...

Friends, Yesterday's "surprise" announcement by President Trump jacked Markets up by 9%+  But, was it for the benefit of America(ans) or a calculated "pump & dump" scheme orchestrated to reward those who breathe in "rarefied air"? That's a cocktail party philosophical question that means nothing to me... i'm interested in facts - and, today's 4+% clawback of the Market's 9% "gain" (making a ne...

Friends, At 3:00 AM when I booted up the system and looked at the futures market, seeing that it was up 800 points was mildly amusing to me. By the opening bell, the market was up 1400+ points (around 3.5%). This elicited an audible guffaw. Seeing the market close <320 points / – 84%> Joined by the S&P 500's return of -1.5% and the Nasdaq’s return of -2.15%, makes me smile. Anyone making...

Friends, After fielding several regarding Artificial Intelligence (AI - What is it?, How is it controlled? I swear my toaster is eyeballing me - should I be afraid?) I wondered if some may have questions but simply haven't reached out to ask. Maybe this very primitive, elementary overview of the systems and models identified as AI. Robert

Friends, It's easy to get caught up in the drama of today's Market reaction triggered by President Trump's outline of the trade and tariff policy scheduled to deploy over the next several days. I hope this audio e-mail puts his program and objective in context as a lucid and realistic alternative to the Market’s over-reaction (In my opinion)  Regardless, I am excited for the chaos and opportunitie...

Friends, Happy Liberation Day! 😊  If you are worried or surprised by the recent repricing of the stock market (Market drop) or believe that the tariffs enacted today (just another set invoked and revised since February) are triggers for the Market decline which has taken the value down approximately10% from the peak achieved in late 2024 – then I have failed you :( Months ago, based on new data a...

Friends, We are riding the AI fandom wave, but unlike others who are buying ""Cause It's the Future, Man...", we have done our research and know exactly why we're in the game and are invested in the Sector/Industry reaping quantifiable profits. Robert

Friends, Yes, another client inspired audio-email.  Ever wonder why I don't suggest initiating an automatic dividend re-investment program?  Maybe you have, maybe you haven't...  Like many things, it looks good on paper... Robert

Friends, Recently, conversations with clients included the topic of missed opportunities & the halcyon days of fast sales and big profits made from over-priced homes triggered the question, "Is there something in the data we monitor that I could find which might fan the flame of hope for these clients?" Several days (and a few sleepless nights), using data from the Federal Reserve Banks that t...

Friends, On 19 Dec, during the post-FOMC news conference, Chairman Powell's casual mention of the committee's concern regarding increasing inflationary pressures (aka - rising inflation = rising cost of goods & services) triggered a Market liquidation.  We'll look at the Fed's own data to investigate. Keep in mind, when the Consumer runs out of Cash, Markets will re-price as Corporate revenue...

Friends, Good Morning. Monday’s (2 Dec) audio-email started with a broad look at the Market & the Economy and closed with updates on our investments.   My thoughts on the Market & Economy included coverage of inflation data. Verbally pictorializing the historical path of inflation data since 2020 prompted responses from several clients for clarification and examples/validation. I love thes...

Friends, Not to sound like a fatalist but it's hard to buy the narrative that, "The Economy is Swell & The American Consumer is Flush with Cash and doing just fine!" - especially when Economic data portends an opposite landscape. I'll share factual data released by both the Federal Government & American Industry - please decide for yourself if we're really in the land of Rainbows & Uni...

Friends, Regardless of the enthusiasm each new day's headlines bring, my cautious optimism is tempered by the reality of economic news which continues to flash cautionary signals. In fact, two of the most trusted metrics for determining The Market’s under valuation, neutral valuation, or overvaluation (the Schiller P/E & Buffet Indicator) both show a Market that cannot be supported by economic...

Friends, This update is "Company / Investment Adjacent". We're not going to cover any updates regarding the Company, rather, we're diving into a specific event which has the potential to stoke rapaciousness in this sector (more importantly - in our little investment). We'll see... Robert

Friends, Let's explore what our little telecommunication investment is up to these days.... Robert

Friends, Some of you may have received a notice of a class action lawsuit against APPLE and have been invited to join the party! Unfortunately, we don't qualify :( In this audio-email, I explain why... Robert

Friends, I know what you're thinking, “poor Robin (my Family name) - what happened to him as a child to create such a nihilist - so full of negative thoughts…” Let me assure you, my childhood Hug Quota was exceeded 😊 Even experiences in combat couldn't shade my inner happiness and outlook which kept me a walking Pollyanna.   It's taken years of exposure to the skullduggery which permeates the inv...

Friends, The Stock Market IS NOT the Economy - let's look at the facts as the CPI report is released today. Robert

Friends, It’s time for the final act of the story/update. Robert

Friends, The part of this I love the most is when our Leaders tell us “how great a job THEY are doing & how much WE are benefiting by their work”! You can’t make this stuff up ☹ Robert

Friends, I no longer identify with “Recession”. I identify as “Market Valuation Adjustment”.   Thank you, Robert