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 our monthly newsletter when the US trade war with China heated up again. I decided […]
![By The White House from Washington, DC [Public domain], via Wikimedia Commons](https://d2wsh2n0xua73e.cloudfront.net/wp-content/uploads/2018/11/Trade-War-270x200.jpg)
Author: Ben Strubel
![User:Acefitt [CC BY-SA 4.0], via Wikimedia Commons](https://d2wsh2n0xua73e.cloudfront.net/wp-content/uploads/2019/03/Boeing-737-Max-270x200.jpg)
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 diversification in the investment world. One school of thought is that diversification is really “de-worse-ification.” […]
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 want to prepare themselves for some not-so-good economic numbers over the next few months. There […]
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 times the market declined by more than 5% since the financial crisis in 2008. Looking […]
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 periods of exuberance, ignoring any bad news and just focusing on the positives, to periods […]
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 a recession coming soon! If that were a headline, you’d be shocked. Right? And if […]
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 might wonder just how exposed our portfolio is to trade and tariff issues? The short […]
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 scene or object appear one way when viewed from the one angle but totally different […]
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 market generally went up uninterrupted. We had 16 months of uneventful happenings in 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 announcement as a shock (dropping a bit over 1% for the day) although the […]
