Stimulus bill could help economy rebound very quickly
Ben Strubel’s letter to investors for the month of March 2020, titled, “More on the Stock Market and COVID-19.” Ben discusses the Congress debating on…
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The payroll tax cut and the market sell-off
Ben Strubel’s letter to investors for the month of March 2020, discussing the market sell-off caused by Covid-19 and the payroll tax cut. Q4 2019…
COVID-19: The Stock Market And Economic Disruption
Ben Strubel’s letter to investors for the month of February 2020, titled, “The Stock Market and The New Corona Virus (COVID-19).” Q4 2019 hedge fund…
Is having the largest stocks in your portfolio a good idea?
Ben Strubel’s newsletter for investors for the month of January 31, 2020, discussing why having the largest stocks in your portfolio isn’t such a bad…
The Major Effects Of The Trade War With China So Far Little
Ben Strubel’s letter to investors for the month of August 2019, titled, The Effect Of Trade War With China Heats Up Again.” Dear Investors, No…
Right now, the US imports about $540B worth of goods from China
Ben Strubel’s letter to investors for the month of May 2019, titled, “The US-China Trade War Heats Up.” Dear Investors, I had just finished writing…
The Boeing Crashes Show The Benefits Of Diversification
Ben Strubel’s letter to investors for the month of March 2019, titled, “The Boeing Crashes Show The Benefits Of Diversification.” There are different approaches to…
Don’t Panic, But Prepare For Some Weak Economic Data
Ben Strubel’s letter to investors for the month of February 2019, titled, “Don’t Panic, But Prepare For Some Weak Economic Data.” Dear Investors, Investors may…
This Is Not 2008 Or The Dot Com Crash
Dear Investors, We are all used to the ups and downs of the stock market. Below is a table from Pension Partners, showing all the…
The US Economy Still Looks Good
Ben Strubel’s letter to investors for the month of December 2018, titled, “The US Economy Still Looks Good.” Dear Investors, The market frequently goes from…
The Stock Market Is Pricing In A Recession (But One Won’t Happen)
Ben Strubel’s letter to investors for the month of November 2018, titled, “The Market is Pricing in a Recession.” Dear Investors, There had better be…
How Will A Trade War Impact Your Portfolio?
Dear Investors, Over the past few months, the dominate cause of volatility in the stock market has been the fear of a trade war. You…
We had the largest housing bubble in the history of our country with mortgages rates at about 7%
A lot of times our perception of something depends on our point of view. We’ve all probably seen examples of trick photography that makes a…
Trade War Or Mr. Market?
From the end of the trading day on November 9, 2016, after Donald Trump was elected President, to the beginning of February 2018, the stock…
A Rational Look At US Trade Policy
Dear Investors, The big news lately has been Trump’s announcement of a 25% tariff on imported steel and 10% tariff on aluminum. The market took…
