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Category: Stocks & Bonds


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Why we stopped investing in china

Why We Stopped Investing in China

April 28, 2022

After much deliberation, we decided to remove our China equity exposure earlier this year. We have maintained a position in China’s equity market since…

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Russia Invades Ukraine

Russia Invades Ukraine

February 24, 2022

Russia’s invasion of Ukraine has sent panic throughout the world and asset prices, rightfully so. Europe hasn’t seen conflict like this since WWII. Plus…

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2022 Looking Forward Bull Oak Capital

2022: Looking Forward

December 29, 2021

After another year of impressive returns, investors face a more challenging road ahead. Valuations have rarely been higher, and inflation is expected to continue…

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Market Thoughts Turning To The Crystal Ball

Market Thoughts: Turning to the Crystal Ball

September 22, 2021

No one can deny that the market has performed well lately. Since January 2020, global markets have posted impressive returns, even with the 2020 market…

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China Evergrande Problem

The China Evergrande Problem

September 20, 2021

I wanted to write a quick letter sharing my thoughts regarding today’s market sell-off. Worries about spreading troubles from China’s property market have crept…

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Deficit Spending And Future Concerns

Deficit Spending & Future Concerns

June 2, 2021

Those in Washington have adopted a risky mindset regarding our fiscal policy. It now appears to be okay for our government to spend as…

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How To Manage Concentrated Stock

How To Manage Concentrated Stock

January 21, 2021

Jason DeBolt, a 39-year old software engineer currently living in Los Angeles, recently announced on Twitter that he is officially retiring from the corporate…

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2020 Year In Review

2020 – Year in Review

December 23, 2020

2020 has been difficult for everybody. My 85-year-old grandmother said it best, “I’ve been around a long time, and I don’t remember a period…

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Raging Bull: The Economy & Market Under Joe Biden & A Covid Vaccine

Raging Bull: The Economy & Market Under Joe Biden & a COVID Vaccine

November 10, 2020

A lot has happened over the past week. We have gone through a significant election cycle within the past seven days, and we have…

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