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Strebler's Perspective

Latest Articles

Corrections

by Jon S. Strebler

 

I started surfing in Imperial Beach more than 50 years ago, and have an intense interest in history. So when the local historical society asked if I’d be interested in writing a book about the history of surfing in Imperial Beach, well – the answer was obvious. After interviewing dozens of the most important surfers and surfboard makers since the first waves were surfed there in 1937, I wrote a 125-page hardcover book filled with pictures and great stories.

 

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Non-Tariff Trade Barriers

by Jon S. Strebler

 

With last Friday’s kick-off of matching tariffs set by the US and China on one another’s imports, the prospects of an all-out trade war have correspondingly increased. Some economists and market analysts believe that a full-scale dispute would be enough to end our bull market in stocks, and send world economies into a recession. While few people are willing to discount that possibility, so far it seems unlikely, as witnessed by stocks actually rallying on Thursday and Friday.

 

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Howdy Neighbor!

by Jon S. Strebler

 

I am old enough to remember when both Canada and Mexico were close friends, military allies, and trading partners of the US. But as the saying goes, the only constant in life is change, and following the lead of our leader, we’re not so sure that’s still true. Most economists will tell you that NAFTA has been good for Canada and Mexico and also good, or at least not harmful, for the US. But there again – times have changed and now we know that NAFTA is not just bad, but “the worst trade deal ever signed.” Wow – the worst ever, really?

 

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Black Gold

by Jon S. Strebler 

 

US stocks managed a break in their multi-day correction last Friday, courtesy of a big jump in crude oil prices, though their heart wasn’t really in it. The Dow Industrials gave back half of its earlier gains by the close, the S&P 500 finished with only a modest profit, and the NASDAQ actually fell on the day. Yesterday’s market confirmed this underlying weakness in stocks, as all major indexes fell hard in the first hour of trading and just kept going. Apparently – stocks are not out of the woods just yet, the NASDAQ’s and the A/D’s recent new highs notwithstanding.  

 

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Slytherin Metals

by Jon S. Strebler 

 

Richard Russell became interested in gold as an investment – as real money – back in the 1960s. His buddy Jim Dines may have been “The Original Gold Bug,” but Richard was right in there with Jim, Harry Schultz, and other heavy-hitter goldbugs that earned so much notoriety in the 1970s. Richard loved gold, and right up to his last days, he had a hard time saying anything other than “Buy,” regardless of the yellow metal’s outlook at any given time. For decades, his subscribers were mostly on board with him; they liked gold’s (and silver’s, to a lesser degree) story.

 

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Whither the Dollar?

by Jon S. Strebler 

 

It feels a bit premature, writing this commentary over the weekend of the G-7 (or 6 without the US? or 8 with Russia?) meeting, and just days before the truly historic summit in Singapore. Depending on what happens during and shortly after those momentous meetings, and more importantly, how markets react to what happens, the following comments may be out of date and perhaps way off base. But I’m not a wait-til-the-last-minute sort of guy, and like to get my reports done over the weekend. Be sure to check the LATE NOTES section, though!

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