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...The KBW Nasdaq Fintech index is up 31 per cent over the past year, compared with a return of 25 per cent for the broader S&P 500....
...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....
...The S&P 500 isn’t at such extremes today....
...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....
...If you have any exposure to the S&P 500, then the S&P 500, the biggest index on the planet, is dominated by these names. Claer Barrett Even global indices. Katie Martin Even the global indices....
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
...We’ll just note that S&P currently rates Paramount Global one notch above junk with a stable outlook....
...Private innovation investment may follow suit: S&P 500 capex has picked up and US manufacturing capacity is growing at the fastest rate since 2008....
...US firm Global X has two products in the UK that do exactly this, for either the S&P 500 (ticker XYLU) or the Nasdaq 100 (ticker QYLD)....
...Looking at a 20-year chart of the price/earnings valuations of the S&P 500 and its small cap sibling the S&P 600, it seems possible that this is what has happened to small stocks: Small caps (dark blue...
...The Russell 2000 index has risen 24 per cent since the beginning of 2020, lagging behind the S&P 500’s more than 60 per cent gain over the same period....
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...Tiles HY trading statement Thursday France, Germany, Italy, Japan, UK: S&P Global final services PMI data EU: S&P composite PMI data UK: March international reserves data US: monthly trade balance...
...According to Centerview Partners, Trian’s five-year annualised returns to September 30 were 6 per cent, trailing the equivalent of 10 per cent for the S&P 500....
...You can argue about how big the UK market valuation discount really is, compared with the crude price-earnings basis that values the S&P 500 at double the FTSE 100....
...Secondly, I’ve rebooted my old personal newsletter Buy The Dip, and aside from literally talking my book(s) I’m primarily using it as a way to get Alphaville content out and into people’s inbox (which has...
...“It’s just harder and harder to get excited about owning the S&P 500 because of how well that index has done, how high the valuations are,” he said....
...So the equal-weighted S&P 500....
...I’m not sure....
...Assume, then, that TMTG’s weighted average cost of capital falls from more than 20 per cent to 5-6 per cent, the S&P 500’s average WACC. Even then, we’re only at $51....
...Along with many others, I thought we’d be mired in a recession with stocks getting a good beating. How wrong we were....
...On average, the S&P 500 immediately fell 1.2 per cent. It then drops another 5 per cent over the next three weeks....
...Roll forward and the S&P is now a smidgen above my selling price again, so I’m looking a tad less clever....
...The market needs 10-15 large final investment decisions this year to generate confidence that the fuel is primed for rapid growth, says S&P. (Amanda Chu) 4....
...It’s only barely enough for inclusion into the S&P 500....
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