Somebody call the Nasdaq 100 and tell them to hold off on $300bn in buybacks cause there’s a triple top.
Lol. This is like asking for the highest-rated astrologer.
What is your point exactly? BRK has lagged SPY going back at least 20 years. There will almost certainly not be another 2008 moment in our...
That’s exactly why they should return the cash to shareholders, either via buybacks (ideally) or a tax-inefficient special dividend if they’re too...
Having your income on a short- and even medium-term basis depend on factors totally outside your control.
Looks like they’ve been holding “record cash” pretty much continuously for the past 11 years. All it shows is that the fossils running the show...
I recently unsubscribed from The Economist after over two decades. In recent years it's become more and more of the usual leftist claptrap, and...
The fact that history’s most astonishingly successful entrepreneur started his first company while on a student visa means that the USA’s borders...
Society’s problem used to be a lack of, or narrow distribution of information; these days it’s more that the huge tsunami of information at...
Obviously the inflows represent shifting from self-custody into ETF vehicles for purposes of liquidity, convenience & security. Otherwise the...
Seriously. The enormous mountains of wealth are astonishing even compared to the early 2000s - aggregate wealth of US households is something like...
I see some juice left in the trade short term - maybe another $100-$200? Medium term is anyone’s guess but the fundamentals look rock-solid....
The election is a risk event. There might be a week or two of high volatility following the day, but equities will soar into year-end.
“White flight” in the US context refers to whites who fled urban cores in the 1960s-70s, mostly to escape from skyrocketing levels of street crime...
The dynamic is fourfold: 1. US companies (big tech in particular) are printing money hand over fist and the US economy is currently dominating -...
You should not attempt to trade options - you're close to 100% guaranteed to either lose money outright, or at a minimum underperform passive buy...
Buffet is close to 100 years old. I don't have any view on whether BAC is a buy or sell, but consider listening to younger guys who may have more...
I have a modification: "too much paper money competes for a shrinking share count in the US stock market" Think about it.
People have been saying that for over 40 years. The movie Wall Street from the mid-eighties had a line about "too much cheap money". So far, all...
That's certainly true. It's equally true that prop firms and retail trading generally (as opposed to low-frequency, long-only, cash-account...
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