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...I don’t know if I said that earlier. But really, it’s that pricing power, which is a combination of headline prices and discipline around discounts....
...credit rating cliffs exist today as moats around otherwise reasonable M&A deals that aren’t predominantly equity-financed....
...I’m really proud of it. But now I’m done with that. I want to sell it and I’m looking for a buyer. So how does this process work with a typical M&A deal? Sujeet Indap Sure....
...It didn’t make sense a few months ago. Toby NangleI don’t know, I mean, you know that it’s a curated index. It’s got a little bit more qualitative view....
...They don’t pay dividends but they’ve changed the world. What’s the deal? Some of that I’m not going to challenge. But some of that I will challenge....
...I don’t think that’s a good trade.” Rivals such as P&G and Colgate-Palmolive didn’t pull out: “Why the hell should we? . . . We’re competing on the world stage with these products.”...
...The S&P 500 isn’t at such extremes today....
...It probably just doesn’t matter, from the point of view of long-term returns, whether you own Berkshire or the S&P. Why, then, should Berkshire exist?...
...I’m @ClaerB. Brand new Money Clinic episodes will be coming soon, and if you can’t wait until then, have a browse through our back catalogue where you can find hundreds of episodes....
...But there is also a risk that you will be giving away growth. Norton doesn’t dispute that US equity valuations are punchy, but adds: “That doesn’t mean they can’t get punchier.”...
...This chart from JP Morgan Asset Management isn’t exactly titled BTFD, but it does remind us that when the S&P 500 has just lost a cool quarter in value, the most successful thing to do has usually been to...
...This made me feel very glad I’m not a chief executive. All of us are vulnerable to employer whims....
...The benchmark S&P 500 fell 0.2 per cent on Thursday afternoon, notching five straight daily losses for the first time since October....
...These changes can overwhelm fundamental factor performance for a long time. But valuation shifts don’t go on forever....
...I’m not sure what to think about this....
...He said, “Don’t worry, Kid. This’ll reverse itself. This is unreal and not to be sustained. This will reverse itself.” Well, I’m still waiting....
...“I’m not sure a strong currency is going to prevent someone from buying an Nvidia chip or using Amazon [but] we would probably see an impact in the midsection of the S&P 500.”...
...Why aren’t earnings estimates higher? This is a robust economy....
...A traditional source of long-short alpha, small has been looking increasingly correlated with large: Another trend is that long-short doesn’t seem to involve much short....
...My UK online broker offers me a couple of S&P 500 funds and a FTSE 100 one. I think I’ll pass, however — and here is my logic....
...I’m selling it. I am not cycling anymore. But I’ve done this for like 15 years. And then I took like, I don’t know, three months out and I just can’t hack it. I need my bike....
...Here’s more on the regions driving a nascent recovery in the M&A market....
...Likewise if we want to make a relative call, say against a S&P 500 fund....
...Flows into S&P 500 ETFs were boosted by a technical factor last year when the $533bn SPDR S&P 500 ETF Trust (SPY) pulled in $31bn in two days in December....
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