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...The S&P 500 isn’t at such extremes today....
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...Here’s more on the regions driving a nascent recovery in the M&A market....
...A four-way collaboration, (M)imosa brought together Harrell and three co-choreographers who have since gone on to highly successful careers....
...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....
...Funds that track US indices will have a much higher exposure to the Mag 7 (currently about 30 per cent for the S&P 500 or as much as 40 per cent for the Nasdaq)....
...Perhaps we’ve worked through most of the disinflationary impulse (sleepy M&A, lower rate-sensitive activity, higher financing costs, etc) and are left with the inflationary residue....
...I’m not sure what to think about this....
...High multiples on which they trade have pushed the broader S&P 500 Shiller price-to-earnings ratio, aka the cyclically adjusted p/e ratio (CAPE), up from less than 30 times in late 2022 to 34 times....
...This made me feel very glad I’m not a chief executive. All of us are vulnerable to employer whims....
...I’m panicked, Katie. I’m having a panic attack. Katie MartinAre you gonna dress as the S&P 500 when you go trick or treating this evening?...
...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....
...“You need a little greed, you need some of those animal spirits, maybe a pick-up in M&A [mergers and acquisitions] or a booming IPO market, for small-caps to really take off,” he added....
...Ethan WuI’m very excited....
...Well, I’m still waiting. Stocks have yielded less than bonds ever since then. . . ....
...The most common question I’m asked is: “In your photo, why is your head upside down?”...
...Honestly, I’m not sure how many people think about the market in terms of fundamentals anymore....
...I’m now taking some time off, including an anniversary trip to the Suffolk coast....
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...Chart 1 is the market cap of the Magnificent Seven (aka the Yankee GRANNNOLASS) as a percentage of the S&P 500. Yeehaw!...
...Companies attending CAGNY also signalled that small-to-mid-sized deals were on the table again, despite high interest rates, in a sign that companies were turning to M&A while organic growth remains elusive...
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