Tag Archives: bubbles

China’s Relentless Appetite for Commodities

By Ben Strubel of Strubel Investment Management   In early May I wrote an article for our monthly newsletter (you can subscribe for free here) about why we don’t own commodities. In that article I said that while I thought the investment thesis of increased global demand for commodities was true, there was still a [...]

Posted in Bubbles, China, Commodities | Also tagged , | Comments closed

Groupon: Investors Should Pass on this Coupon Deal

With all the buzz surrounding Groupon’s IPO I decided to take a quick look at its S-1 Filing. Two things stuck out to me. First it seems Groupon’s management could care less about shareholders and profit. Second, it’s a good thing Groupon’s management doesn’t care about making money because it looks like they might have [...]

Posted in Financial Shenanigans, General Advice, Stocks | Also tagged , , , | Comments closed
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