Hints and tips:
...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....
...Canada’s main stock index, the S&P/TSX Composite, has advanced 31 per cent since 2019, compared with a 74 per cent gain for the S&P 500....
...Canada’s main stock index, the S&P/TSX Composite, has advanced 31 per cent in the last five years, compared to a 74 per cent gain for the S&P 500....
...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)....
...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)....
...But, as S&P puts it when explaining why U.S....
...P500 forecast range from strategists for 2018 was c.17%....
...The S&P 489 has a weighted average P/E of 24, cheaper than the whole index, but not by much....
...We’ll just note that S&P currently rates Paramount Global one notch above junk with a stable outlook....
...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...
...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 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....
...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....
...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....
...SRT transactions have picked up, more than doubling globally to €200bn in the two years to 2022, according to data from S&P Global....
...Looks like S&P Ratings doesn’t find “attestations” especially convincing, either....
...Yet shares of insurers such as Allstate, Progressive and AIG are down between 3 per cent and 22 per cent this year, while the S&P 500 has climbed 16 per cent....
...S&P rates EDF as BBB compared with AA for French government bonds....
...Credit rating agency S&P Global downgraded Ethiopia’s debt to default on December 15 after the initial deadline for payment was missed....
...S&P this month downgraded Thames Water’s top-ranked class A debt to BBB-, the bottom rung of investment-grade, just one notch above junk....
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
...As much as 45 per cent of the financial companies in the S&P 500 have no women among their “named executive officers”, those C-suite members important enough to have their pay officially disclosed, according...
...From S&P’s definitions: A short-term obligation rated ‘D’ is in default or in breach of an imputed promise....
...That said, I assert that this chart is actually quite interesting: That is the total return of the S&P 500 sectors since this current rally began in October 2022....
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