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...Partly because it’s been subject to some MainFT scrutiny as a potential M&A candidate recently....
...Dealing with the dividends doubters So, I’m not saying Daniel Peris got lucky....
...The S&P 500 isn’t at such extremes today....
...And I’m not talking about topless tennis, I’m just talking about your life.” Pause. “You were really digging deep there to get that one.”...
...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....
...Here’s more on the regions driving a nascent recovery in the M&A market....
...This made me feel very glad I’m not a chief executive. All of us are vulnerable to employer whims....
...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....
...Well, I’m still waiting. Stocks have yielded less than bonds ever since then. . . ....
...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)....
...I’m not sure what to think about this....
...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?...
...The jump comes just as the masters of the universe are labouring to return cash to limited partners amid an IPO and M&A slump....
...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....
...“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....
...The most common question I’m asked is: “In your photo, why is your head upside down?”...
...I’m now taking some time off, including an anniversary trip to the Suffolk coast....
...Honestly, I’m not sure how many people think about the market in terms of fundamentals anymore....
...Tech M&A spending fell to a decade low last year, according to data from S&P Global....
...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...
...Which is why I’m sceptical much change happens....
...ludicrous index’ towards dotcom era heights (FT, 2021)— Wall Street IPO bonanza stirs uneasy memories of 90s dotcom mania (FT, 2020)— Dotcom redux as Shopify extends explosive share spike (FT, 2020)— ’I’m...
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