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

This is a fast update on breaking events. The Canadian trucking convoy which is blocked a major US/Canada highway has now dissipated opening the doors for goods to come back into United States. More importantly, the federal reserve is in a unscheduled, emergency closed door meeting right now. There is speculation that they will announce a decision to hold off on interest rate increases in March du...

Continuing our review of current investments, I am turning our spotlight on GrowGeneration, the “Home Depot of cannabis”. I’ll review the reasons for investing in the company, causes for the stock decline and my long-term view for staying in

Happy Valentine’s Day! Last week's consumer price index report came out. This shows the price you and I pay for products has increased more than what is expected - inflation is greater than people thought. On Tuesday, the Producer Price Index report will be released. As I have stated in previous audios, it will be nasty. There’s no way it will show that manufactures are paying less for raw materia...

Today, I'm covering inflation reports being released over the next two weeks, the speculation which will flourish concerning the Federal Reserve's response in March and volatility (i.e. Opportunity) we could see in the S&P 500.

I’m continuing on with our series updating you on our investments by focusing on the individual stocks we hold beginning with a “Spotlight” on AVEO. This one is a little longer than most because I start with a short class on understanding what a biotech company does and its role in the healthcare industry. This will provide the framework necessary to view AVEO with clarity.

Today I’m going to recap January’s volatility, the driving force behind the Market’s rebound on Friday & Monday, the inflationary surprise I believe is waiting Powell & Company in March and belief we’ll sell off before mid- March.

Today is one of those day's that will be a defining moment in Jerome Powell's legacy, As Chairman of the Federal Reserve, at 2pm today, what he says and how he says it will either bring stability to the Markets or trigger a sell-off. We'll see. After the last several days of Market declines, the S&P 500 fell more than 10% off of its highest level and I opened a position in our investment allocatio...

The addition of the Transportation Sector completes my objective for having complete coverage in this area. With this index, we have a broad net over airlines, cargo ships, railroads and trucking lines - areas that directly impact inflationary pressures. As these areas loosen and return to normal, inflationary pressures will diminish.

Markets continue to slide due to rampant speculation and panic selling nurtured by a lack of clear direction from The Federal Reserve. Today, I outline our expectations for the end, what it will take, and the opportunities we are capitalizing on as others thrash around.

The Airline Index is a sub-set of the Transportation Index. It's a specialized/boutique investment that we occasionally invest in whenever the "Goldilocks Opportunity" presents itself - It's got to be "Just Right". I discuss why we invested, the challenges we've faced and our timeline for exiting and profit target

I review our investments in the Technology Sector, the causal effect that rising interest rates have on valuations and the resulting sector re-pricing (sell-off) as well as provide an outline of our profit and the time-line for reinvestment in the sector.

Inflation is Rampant, Wages are Dropping - The Market should be re-pricing (falling) but continues to climb. What am I missing? Is there a "Puppet Master" in the Shadows

Later this week, I’ll begin sending out an audio every couple of days "spotlighting" one of our current holdings. It seems like a good opportunity to start with an outline on the process for choosing an investment. In this audio, I cover the type of investing we do, how we find our candidates and the criteria/process we use to analyze the company before deciding to discard it or add it to our hold...

The market selloff which started last week and continues today, as I’ve pointed out for weeks (most recently in the 1 January audio email) was not unexpected We have been preparing for it

Another day and Markets are up 2% to 3% - it’s Rainbows & Unicorns again 🌈🦄- Omicron is no longer a threat. Well, it was never a threat. The true Threat is Inflation, Powell & the FOMC meeting on the 15th. This Friday (10th) Will be critical to our next move and the Market’s next move I’ll keep you updated

Markets volatility has been blamed on the Omicron variant - the virus is not the threat, it’s Powell and the Federal Reserve that is causing this Market to feel like a roller coaster ride. We’re keeping an eye on two key dates…

Letting everyone know about recent positions we sold out of before the Market tumbled, Cash we have on hand and an update on Positions we are adding to our portfolio

Today The president of AVEO, Michael Bailey, The lead researcher and head of marketing/product development held the 3rd quarter earnings call. Earnings and revenue beat expectations and the AVEO Team discussed the biggest challenge they are facing with introducing the drug to oncology treatment providers

This is an update on our holding in the airline industry and three events which are causing our position to take off. We're rising through our current altitude of a 20% return and rising steadily to our final cruising altitude of a 40% return.

OPEC meets today. We’ve seen oil drop in price the last couple of days with investors worried that OPEC would bow to pressure from Japan, India and United States and raise production levels. Laughable! OPEC won’t bend a knee and prices will resume their climb. We will be selling soon. I’ll let you know when we’re out

We see solid Market strength in foundation areas and I am recommending that it’s time to make a change to your TSP allocation

We have clarity from Chairman Powell & the FOMC - It’s time to add to our strategy and benefit from the reopening of our economy

We’re waiting to hear the Fed’s Taper Blueprint & Timeline and will Adapt Accordingly