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...Berkshire and the S&P 500 If your entire equity portfolio had to be in either the S&P 500 or Berkshire Hathaway, which would be the better choice?...
...The S&P 500 isn’t at such extremes today....
...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)....
...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...
...But, as S&P puts it when explaining why U.S....
...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....
...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....
...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....
...We’ll just note that S&P currently rates Paramount Global one notch above junk with a stable outlook....
...And — as a chart borrowed from Duncan Lamont at Schroders shows — the extent of concentration in the S&P 500 is not something investors are used to....
...It spent more than $43bn on share repurchases between 2013 and 2019, according to data from S&P Global Market Intelligence. It was able to pay for that by cost savings on its aircraft programme....
...I’d be no better than equal weight.” So far this year, the S&P banks index is down about 12 per cent, while the benchmark S&P 500 has risen more than 13 per cent....
...P500 forecast range from strategists for 2018 was c.17%....
...We were wrong about the Mag 7’s valuation Last week I (Rob) argued that if the Magnificent 7 tech stocks are overvalued, the S&P 500 is overvalued, too....
...The S&P 489 has a weighted average P/E of 24, cheaper than the whole index, but not by much....
...And while corporates have been the dominant buyers of equities over the past year, there’s $6tn of dry powder sitting in money market funds that could be dislodged by lower interest rates: The S&P 500’s...
...More than 90 per cent of consumer staples, utilities, and real estate stocks are lagging the S&P 500 this year....
...S&P Global Ratings said in a report on Thursday that triple C borrowers would “contend with weak cash flow and elevated interest expenses this year”, while “defaults in 2024 [would] largely come from consumer-facing...
...“It is a coming of age,” said Howard Silverblatt, senior index analyst at S&P, of the dividend announcement....
...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....
...Washington D.C., March 18, 2024 — The Securities and Exchange Commission today announced settled charges against two investment advisers, Delphia (USA) Inc. and Global Predictions Inc., for making false...
...Wall Street’s benchmark S&P 500 rose 0.2 per cent shortly after the New York open, while the tech-heavy Nasdaq Composite added 0.3 per cent....
...The 10 largest stocks constitute 34 per cent of the S&P 500’s return over the past year, higher than at any point in the 1990s....
...I would not want to bet that the Mag 7 would revert to a growth rate of profits near the S&P 500 average (mid-high single digits) in the next five years....
...SRT transactions have picked up, more than doubling globally to €200bn in the two years to 2022, according to data from S&P Global....
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