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...S&P said it originally expected the war would not last “more than six months” as it downgraded Israel’s sovereign credit rating from double A minus to A plus....
...But he also acknowledged that current crew members could be affected by the new rest requirements, which would make it expensive to fly people in over long distances for a short period....
...So, in theory you could leverage an investment in Berkshire and make better long-term returns than the S&P, if you are one of those people who thinks beta is a good measure of risk....
...A traditional source of long-short alpha, small has been looking increasingly correlated with large: Another trend is that long-short doesn’t seem to involve much short....
...To borrow a phrase from the crypto bros, as long as number go up, why should anyone care? And look, it’s a free country....
...S&P 500 margins, which never fully reverted to pre-pandemic levels, could suffer if the consumer loses more steam. This is a long-standing fear, though....
...It probably just doesn’t matter, from the point of view of long-term returns, whether you own Berkshire or the S&P. Why, then, should Berkshire exist?...
...US stocks weakened against a backdrop of rising yields on long-dated Treasuries and oil prices hitting their highest level this year....
...The S&P 500 closed above 5,000 for the first time, notching a new milestone for a months-long rally that has largely been propelled by heavyweight, trillion-dollar tech stocks....
...“No other market can rival this long-term accomplishment.” Within the US, Coleman attributed last year’s outsized demand for S&P 500-tracking ETFs to the index’s strong performance....
...We’re gonna be back in a second with Long/Short. [MUSIC PLAYING] Right, it’s time for Long/Short, that part of the show where we go long a thing we love, short a thing we hate. It can be anything....
...Buffett himself explains it best: “The trick is to have a very long hill, which means either starting very young or living . . . to be very old.”...
...Meanwhile, big caps trade way above their own long-term average (green). That goes a long way to explaining Robin’s long-term price return chart. Does the valuation shift have to reverse? Nope....
...The S&P 500 stock index has touched the milestone of 5,000 for the first time, setting a record high as a narrow group of companies continued to drive the benchmark upwards....
...Even inside the S&P 500 there is a stark performance disparity between the biggest stocks and the rest....
...When the S&P 500 finally let Tesla join the index a few years ago, its stock soared....
...This was a major reason US P&C insurers made more than $20bn in underwriting losses for the second year in a row, according to rating agency AM Best....
...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...
...The market makers and dealers to whom the funds have sold options would be long gamma, meaning that they would be buying equities in a typical selloff....
...ECB vice-president Luis de Guindos told Le Monde in an interview published on Tuesday that this was now a “fait accompli” as long as price pressures remained in check....
...According to the S&P Index Versus Active Report, 80 per cent of equity managers of large capitalisation stocks underperform a benchmark like the S&P 500 over the five-year horizon....
...Ørsted, the world’s largest offshore wind developer, has been threatened with a downgrade by credit rating agency S&P after taking huge writedowns on its US projects this week.S&P Global Ratings said it...
...It is correlated with long term returns, and right now suggests that long term returns will be middling: Someone with a lot of time on their hands should recalculate the excess Cape yield without the Mag...
...Buffett and other long-term investors rightly reject the notion that risk can be analysed as volatility....
...“It has been a tough time to beat the S&P,” said Buffett, “but that’s the deal we’ve got with them”. Buffett has long cared about beating the index....
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