Benjamin Rauth

[Mehdi Hasan @mehdirhasan]

Serious question to every mainstream news network and newspaper in this country: how can you justify crazy obsessive coverage of Hasan Piker and just totally ignore much worse stuff like this from an actual presidential adviser?

[Scott Lincicome @scottlincicome]

Umm.

[Benjamin Rauth @benjamin_rauth]

SLATE Auto: Blank Slate Approach To EV Trucks https://t.co/hB0l9fM0gF

[Benjamin Rauth @benjamin_rauth]

@kellierowe GO WHITE!

[Gavin Newsom @GavinNewsom]

James 2:14: "What good is it, my brothers and sisters, if someone claims to have faith but has no deeds?"

[Tim Miller @Timodc]

Big congrats to Cracker Barrel for returning to the superior logo & ensuring that the business maintains the previous trajectory: a long, gradual decline as customers die off.

[Governor Newsom Press Office @GovPressOffice]

A MASSIVE WIN PATRIOTS!! ALL BECAUSE OF ME, GAVIN C. NEWSOM!!! CONGRATULATIONS! — GCN

[Governor Newsom Press Office @GovPressOffice]

Arkansas’ murder rate is 2.6x higher than San Francisco’s. WHY WON'T FOX REPORT THAT???

[Benjamin Rauth @benjamin_rauth]

@themotleyfool $SMID, $GNP.AX, $SPR.WA, $ISSC, $KSI.TO, $PAX.ST, $GSI.V

[Clifford Asness @CliffordAsness]

Again, this is simply not true. Yes it’s a narrative that both ass ends of the horseshoe flog for political purposes and out of ignorance (a special combo). But it’s a false narrative.

@Noahpinion is correct: https://t.co/hBh1EV27qc

As is @MichaelRStrain: https://t.co/O6Uxwr8tz5

[Clifford Asness @CliffordAsness]

Denied.

https://t.co/IdaukSdDWl

[Scott Lincicome @scottlincicome]

"End the Baby Tax"

More of this, please.

[Clifford Asness @CliffordAsness]

Is the 9% because people

A) just don’t read the questions

B) don’t know what the black plague was but answer anyway

C) or, bear with me, is it the product of a subtle economic analysis that says “yeah, we lost 1/3 to 1/2 the people, but labor was strengthened against capital for a century so it was totally worth it”?

[Pete Buttigieg @PeteButtigieg]

Thanks to @andrewschulz and @Flagrant2Army for having me on for a lively and lengthy conversation.

Check it out tomorrow on YouTube or wherever you stream podcasts.

[Benjamin Rauth @benjamin_rauth]

@JohnHCochrane Finance

[Jon Favreau @jonfavs]

To be fair, how was anyone supposed to know that Donald Trump would govern like a mentally ill sociopath?

If only there had been signs.

[Lindsey Graham @LindseyGrahamSC]

If we nominate Trump, we will get destroyed.......and we will deserve it.

[Spencer Hakimian @SpencerHakimian]

What the hell is going to happen to the small family run business (and all its employees) that imports $1M/month from China or Vietnam or Cambodia, etc. that’s now going to get hit with a $500,000/month tariff bill?

I personally know hundreds of businesses run on this exact business model.

[Ian Cassel @iancassel]

I’m old enough to have invested through three 30%+ drawdowns – the DOT COM Crash, Global Financial Crisis, and Covid Pandemic. I’m lucky in that I’m still young enough to take advantage of the lessons learned.

In early 2020, the markets were collapsing due to the spread of the Covid pandemic. In hindsight we realize it wasn’t that bad. But in the moment - Investors, governments, and markets were losing their minds.

From February 19th to March 23rd 2020 the S&P 500 fell 34%.

On March 18th, Bill Ackman came on CNBC to say, “hell was coming” and the US needed to seal off the border to protect the population. This rant almost bottom ticked the low.

March 23rd was the low.

No one was talking positively about stock prices. When you see the best investors in the world throw in the towel you know the bottom is close. There were so many investors sitting on 50—75% cash waiting and hoping for the world to get even worse. Warren Buffett sat on his huge cash position waiting to see how things would turn out.

If the market falls another 5-10% this week - what a great opportunity. Keep your head. Tune out the people spreading fear.

Don't get too negative because negativity and fear paralyzes common sense.

Instead of panicking and trying to time a bottom you should be slowly adding to the businesses you've always wanted to buy.