Kurt Benson - Comments

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It Is Bedtime For Bonzo
1 year ago

Do you think it would have been any different under Trump?  Trump is an isolationist and hates Bibi.  When Iran attacked, he very likely would have gleefully told Bibi he was on his own.  

Week Of May 13, 2024: What's In Store For The Markets
1 year ago

Can you elaborate on why these stocks are worth buying? You list some stocks, but don't explain why.

In this article: HD, WMT
Why We're Still Bearish On Ballard Power Systems
1 year ago

Some good stuff here, but pretty old. Have anything more current?  Where can I read your most recent analysis?

In this article: BLDP
What Should VCs Do With Zombie Companies?
1 year ago

There will always be some duds.  In fact most will be.  But you only need a few winners to come out on top.

Weekly Commentary: Instability
1 year ago

Here and on your podcast, you state that M&A volumes were up 59% y-o-y to $232 billion.  But on your website,  you wrote it was $432 billion.  Which is it?

Sustaining The Future: How 3 Companies Are Reshaping FoodTech
1 year ago

These are some good picks.

In this article: ADM, ICL, KHC
It Is Bedtime For Bonzo
1 year ago

Israel also has the ability to administer nation-ending blows. The country has nuclear weapons. Iran so far, does not.  Regardless, Biden and the US helped save Israel's butt, ensuring that a more serious escalation wouldn't be necessary.

It Is Bedtime For Bonzo
1 year ago

Seems to me, he did a great job last night of avoiding a world war.  He got a coalition of US, UK, Jordan, Saudi Arabia, and French militaries to help Israel fight off Iran's unprecedented attack, destroying 99% of their attack force, causing zeor damage.

Had it not been for Biden, Israel would have been overwhelmed with a massive casualty count, forcing them to respond with a direct attack on Iran, causing a similar death toll.  The world would have likely been dragged into a world war, possibly a nuclear one. 

While I'm not a fan of Biden, I have to give him credit for how masterfully this was handled, with the best possible outcome.

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