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...) big enough to make a meaningful impact on Berkshire’s earnings, (b) possible to reliably value, (c) have trustworthy and competent management, and (d) are available at a reasonable price....
...But otherwise, give me a V-sweet C-suite job any time. As if anyone would....
...Thus only a fraction of overall AUM is deployed in strategies that have a direct impact on the VIX® index (e.g. 1-month over/underwriting strategies on the S&P 500 index)....
...Against such an economic backdrop, you’d expect similarly robust earnings growth. But judging by bottom-up analyst estimates, that’s not happening....
...But if you’d bought the dip each time a 25 per cent decline happened in the Brazilian, Italian, Hong Kong, Argentinian or Russian markets, you’d likely be cursing yourself....
...Canada’s main stock index, the S&P/TSX Composite, has advanced 31 per cent since 2019, compared with a 74 per cent gain for the S&P 500....
...cash-pay; d) something else....
...Canada’s main stock index, the S&P/TSX Composite, has advanced 31 per cent in the last five years, compared to a 74 per cent gain for the S&P 500....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...In our view, this probably explains their strong re-rating (forward P/E of 27.2x), and why they are trading at a 110% premium to the STOXX 600 (13.0x)” wrote....
...But what’s most entertaining is that the government goes ahead and shows the professor’s ongoing work calculating Alameda’s historical balances with FTX — basically the firm’s net P&L — from last year:...
...“Markets have priced out lots of the Federal Reserve rate cuts they’d expected earlier in the year, but they’re still hopeful for the Bank of England and European Central Bank.”...
...Let’s look at the S&P then, right? So you’ve got to be big. You’ve got to be liquid for the S&P 500. You also have to have a certain number of quarters of profitability in order to get in....
...TCI made $12.9bn for investors and ended last year up 33 per cent, ahead of the S&P 500 index’s 24 per cent rise....
...Tim Rourke, UK head of P&C pricing, product, claims and underwriting at WTW, said the data suggested “the relentless rise in prices may finally be turning a corner”....
...Long-run measures of economy-wide R&D have surged: Both parties now embrace a larger role for government....
...Some would probably argue that more information is not the same as better information . . . but c’mon....
...This could represent a shift to a slightly more hospitable climate for L/S hedge funds, whose shorts have generally been a grisly mess over the past decade, he argues: Macro Matters for Hedge FundsRegardless...
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...$1.5bn to c.$1.2bn....
...That would bring them back to where they were a decade ago. Also on a multiple of sales, L Catterton’s offer looks underwhelming — just 1.7 times this year’s revenues....
...The investor group also includes private credit groups Ares Management and HPS, and L Catterton, a private equity group that invested in Equinox in 2017....
...You’d be forgiven for thinking that the rise and rise of a few successful firms was cause for celebration. But it has given a lot of people the heebie-jeebies....
...“I wouldn’t be a big buyer of banks . . . I’d be no better than equal weight.”...
...: For example, over 2017, VIX averaged 11.1, and the S&P500 forecast range from strategists for 2018 was c.17%....
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