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...The p/e differential between the two moves around, but not all that much: Buffett does not like to think about value in terms of earnings per share, however, because gains and losses from investments and...
...Yesterday in this space I wrote about Berkshire’s last two decades of share performance, which have mirrored the S&P 500....
...BofA says compliance with the EPA’s standards could cost a total of $48bn. Current legal settlements cover less than a third of that $48bn sum....
...Globally, 18 China ETFs closed in the quarter, more than half of last year’s record total of 34, with Global X, Xtrackers and KraneShares among the axe wielders....
...According to data from S&P Global, technology groups dominate the list of the 50 companies with a market value of more than $10bn that made the biggest percentage gains in 2020....
...Below, from Bloomberg, is the total return for the S&P 500 and some large rival markets over the past decade and the decade before that, in dollar terms (I have included the S&P equal-weighted index as a...
...In March 2023 the iShares ESG Aware MSCI USA ETF (ESGU) haemorrhaged $3.9bn in one day. On the same day the iShares MSCI USA Quality Factor ETF (QUAL) saw a $4.8bn jump in net inflows....
...In trouble is where, JPMorgan adds: Even though Mag7 represents 29% of index weight within S&P 500, their share of total expected 2024 earnings is at 21%....
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...., 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 and misleading...
...Darpa could work with the Advanced Research Projects Agency-Energy (ARPA-E) to include vulnerability assessments to identify key threats throughout the global supply chain....
...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....
...That trails a 165 per cent gain by Buffett over the same period and a 211 per cent total return by the S&P....
...At the top of the pile is the S&P 500, which is an absolute beast....
...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....
...We found the combined portfolio of the two men had generated a total return of 113 per cent over the past decade, below the 165 per cent gain Buffett registered and the 211 per cent advance by the S&P 500...
...Considering the S&P 1500 (narrower than Sharma’s sample of all public companies, but big enough to capture 90 per cent of the market) Nvidia alone has contributed a tenth of the total increase in market...
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
...In the US, the S&P 500 had its best first quarter since 2019. Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...This category of bonds has slowly but surely accounted for a growing share of total bond issuances, rising from a 5 per cent share in 2019 to 13 per cent in 2023....
...Shares of Berkshire have climbed 11 per cent this year, outpacing the 8 per cent total return of the S&P 500. Berkshire has not paid a dividend since the 1960s....
...In total, Reddit’s share sale raised $748mn, of which the company will receive $519mn with the rest going to existing shareholders....
...Khosrowshahi was hired in 2017 from Expedia, where he was once the best-paid chief executive in the S&P 500....
...Rivian, which employs 16,700 hourly and salaried workers combined, declined to give the total number of employees affected....
...The bank estimates that total assets under management in US-listed option ETFs have jumped by about 700 per cent to around $100bn over the past three years....
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