BERK's BLOG - Value Aligned

Riding the Wave for the Next 20 Years

Date18 Aug 2017

The Golden Age of the Digital Revolution We argue that this environment of uneasiness and uncertainty is what a long-term secular bull market should resemble....

Why is everyone so afraid? Another cluster of DJIA Records.

Date07 Aug 2017

Chart of the Day:It is the dog days of August, so we wouldn’t fault anyone for not noticing that the DJIA has been up for...

Value Investing: Back to the Garden

Date17 May 2017

In the beginning, there was the idea of investment – straightforward, unconstrained investment – whose goal was to maximize long-term after-tax returns…PERIOD It was a...

Ready for the next stock market crash?

Date07 May 2017

After nine years since the last crash ended, can you afford even one devastating year? The devastation to portfolios is often ugly when the stock...

Light Vehicle Sales Per Capita: Latest Look at the Long-Term Trend

Date04 Jan 2017

Light Vehicle Sales report from the Bureau of Economic Analysis adjusted for population. This data series stretches back to January 1976. Since that first data...

Trump Won. Here’s Why.

Date12 Dec 2016

Continuity in a Clinton presidency would have brought us more of the same economic policies we have had since 2006 when the Democrats took over Congress,...

Rapidan Capital, LLC, is Now ValueAligned® Partners

Date27 Jun 2016

What’s in a name? A lot, it turns out. For years, I have been managing finances and sharing stock advice as ValueAligned® Partners, though government...

Back in the Market, Again – Exposure to Stocks Increased

Date01 Apr 2016

My friends, on Monday, March 28, we went back … to the stock market. We went from no exposure, whatsoever, to being 90 percent net...

BERK’s BLOG