Hints and tips:
...Almost 40 per cent of companies in the blue-chip S&P 500 index have mentioned AI or related terms in earnings calls in the latest financial quarter, according to data from Alphasense....
...Riba award: The UK’s Royal Institute of British Architects announces its shortlist of six buildings for this year’s Riba Stirling Prize....
...The S&P, as you say, is down 10 per cent from its peak in July. And yeah, valuations are a decent part of that right?...
...But S&P expects prices to rise just 0.5 per cent this holiday season, compared with the “blistering” retail inflation of 6.1 per cent seen in 2022....
...To put this notion to the test, I ran screens (using S&P Capital IQ) of the S&P 500 big-cap and the S&P 600 small-cap indices....
...So the equal-weighted S&P 500....
...So I think I’m a great S&P 500 tracker fund guy....
...address the Asean Business & Investment Summit UK: NHS waiting time statistics published Wednesday UK: Royal Institute of British Architects announces the shortlist of six buildings for this year’s RIBA Stirling...
...The S&P is off 3 per cent. That’s not a sell-off, right? That’s caution....
...Ethan WuAnd just to put a finer point on it, the point here is it’s not enough to just look at headline p/e for the UK, headline p/e for the US and say, well, golly, there’s a huge discount here....
...But one analyst has 130 times p/e. Robert ArmstrongOh. For their target. Anna MutohSo expectations are very high. Target, yeah. Ethan WuYeah. That’s nuts. So Amazon is the dominant ecommerce player....
...So another way to look at it is by looking at the S&P 500 Equal Weight, which treats all 503 companies in the S&P 500 as equal instead of overweighting Apple and Microsoft or whatever....
...The benchmark S&P 500 dropped 1.2 per cent on the day, while the tech-dominated Nasdaq Composite fell 1.6 per cent. For the week, the indices shed 0.2 per cent and 0.3 per cent, respectively....
...[MUSIC PLAYING] Unhedged is produced by Jake Harper and edited by Bryant Urstadt. Our executive producer is Jacob Goldstein. We had additional help from Topher Forhecz....
...Unhedged is produced by Jake Harper and edited by Bryant Urstadt. Our executive producer is Jacob Goldstein. We need additional help from Topher Forhecz....
...Robert ArmstrongI’ve got the obvious one, the S&P 7 versus the S&P 493. That is the Magnificent Seven versus the rest of the field....
...S&P 500. UBS isn’t even in the S&P 500. That was as wrong an answer as it is possible for a person . . . Katie MartinIt’s also not in the same category. And what are you talking about, Wu?...
...It’s got a pretty modest p/e ratio given how much profit growth it’s had, which is a lot. And the reason for that in part is it’s a competitive industry....
...Katie MartinOne little thought to leave you with here is yes, we’ve got all-time highs in the S&P 500....
...You’ve got the S&P up three. There are just much . . . Ethan WuJapan, India....
...Like the S&P 500, I can tell you within five seconds of googling if the market’s up, down or sideways, right? Private credit’s not like that....
...They’re not gonna be, you know, the big, blue-chip S&P 500 companies, right?...
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