OfWealth by Rob Marstrand
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Can the US even afford another multi-trillion dollar war?
It's time for the West to face some financial facts, and investors too.
Jun 20
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Robert Marstrand
16
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Can the US even afford another multi-trillion dollar war?
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Stock update: Urban Logistics REIT takeover
SHED's board accepts takeover offer, and will go to a shareholder vote
Jun 3
•
Robert Marstrand
8
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OfWealth by Rob Marstrand
Stock update: Urban Logistics REIT takeover
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Picking good companies and avoiding bad ones (Part 2)
Chapter 13 (part 2) of "Getting a Better Class of Enemy", my investment book
Jun 3
•
Robert Marstrand
6
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Picking good companies and avoiding bad ones (Part 2)
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Picking good companies and avoiding bad ones (Part 1)
Chapter 13 (part 1) of "Getting a Better Class of Enemy", my investment book
Jun 3
•
Robert Marstrand
6
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Picking good companies and avoiding bad ones (Part 1)
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April 2025
Stock updates and important progress in Argentina
US policy flip-flops continue, Argentina reduces capital controls
Apr 14
•
Robert Marstrand
10
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Stock updates and important progress in Argentina
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"Ping-pong balls in a washing machine"
Adding a bit to cash, updating stock watchlists, further stock updates soon
Apr 11
•
Robert Marstrand
11
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"Ping-pong balls in a washing machine"
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Chaotic policies, chaotic markets
Policy made on the hoof. Stocks, bonds, currencies in flux. Gold firm.
Apr 10
•
Robert Marstrand
13
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Chaotic policies, chaotic markets
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"Liberation Day" sparks global market chaos
Potential winners and losers (mainly losers) from Trump's tariff sledgehammer
Apr 4
•
Robert Marstrand
17
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"Liberation Day" sparks global market chaos
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March 2025
Legacy portfolio update (ex-UKIW)
Can unpopular UK stocks regain some favour?
Mar 28
•
Robert Marstrand
11
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Legacy portfolio update (ex-UKIW)
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2025's markets: a little shaken and stirred (and meeting the victim of a crypto scam)
Crypto frauds, 2025's uncertain markets, and a family trip to jolly old England
Mar 20
•
Robert Marstrand
17
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OfWealth by Rob Marstrand
2025's markets: a little shaken and stirred (and meeting the victim of a crypto scam)
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February 2025
Stock updates: strong progress (one stock has now doubled)
Around 55% a year average rate of return (currently)
Feb 22
•
Robert Marstrand
14
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Stock updates: strong progress (one stock has now doubled)
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Gold breaks out
Too far, too fast? Or just getting started?
Feb 14
•
Robert Marstrand
13
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Gold breaks out
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