OfWealth by Rob Marstrand
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What does political violence mean for gold?
Plus reader pushback about my last comments on gold, and clarification
Sep 12
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Robert Marstrand
11
Gold perks up, Argentina wobbles
Plus: a podcast discussion, the "curse of September", and long-term asset performance
Sep 10
•
Robert Marstrand
12
August 2025
Stuck in the middle of clowns and jokers
What should investors do in a dysfunctional and mismanaged world?
Aug 29
•
Robert Marstrand
12
Valuation basics, and using valuation to your advantage in volatile markets (Part 2)
Chapter 14 (part 2) of "Getting a Better Class of Enemy", my investment book
Aug 26
•
Robert Marstrand
4
Valuation basics, and using valuation to your advantage in volatile markets (Part 1)
Chapter 14 (Part 1) of "Getting a Better Class of Enemy", my investment book
Aug 26
•
Robert Marstrand
6
Is this the bubbliest of the bubble stocks?
Palantir's stock price defies logic. A comparison with Amazon's history
Aug 8
•
Robert Marstrand
13
July 2025
California Über Alles
Stock summary: a "moated" tech platform leader with very fast growth
Jul 25
•
Robert Marstrand
8
Can Argentina rediscover its glory days? (And a warning to the West.)
Ex-US President Teddy Roosevelt's impressions of Argentina in 1913, and an update on today's ongoing freedom project
Jul 4
•
Robert Marstrand
12
June 2025
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
•
Robert Marstrand
20
Stock update: Urban Logistics REIT takeover
SHED's board accepts takeover offer, and will go to a shareholder vote
Jun 3
•
Robert Marstrand
8
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
8
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
7
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