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Wednesday, December 12, 2018
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 can be. I’ll also tell you why I don’t think the current market correction is […]
![By User:klip game (Own work) [Public domain], via Wikimedia Commons](https://www.valuewalk.com/wp-content/uploads/2016/08/Small-Cap-Industrials-1-270x200.jpg)
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 few things in mind. Given that an increasing amount of trading is done by computers […]
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 too fast. So, in this month’s newsletter, we’ll talk about the new Republican tax plan. […]
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 on buying stock in a good company and depending on 3% economic growth to drive […]
