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…
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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…
The Market Is Mad That Its Dream Came True
The current stock market correction offers a great example of two things: (1) how ridiculous investor–or market–psychology is; and (2) how dumb Wall St. products…
FANG Stocks And The Market “Crash”
Dear Investors, I’m sure everyone is wondering about the mini “crash” (crash-ette? perhaps?) we saw Friday and Monday. I think it’s important to keep a…
The Republican Tax Plan And The Stock Market
I’ve seen a fair amount of commentary that the stock market is overreacting to the tax bill and that stocks have gone up to far…
Why We Became A Believer In Amazon Stock
We live in a world characterized by slow economic growth and the stock market is trading at moderately above average multiples. You can’t just rely…