Excerpt from Business Insider quoting DataTrek co-founder Nick Colas: …. “Over the past two decades, tech stocks have significantly outperformed Warren Buffett’s conglomerate, and that’s one reason why Berkshire investors...
Excerpt from Barron’s quoting DataTrek co-founder Jessica Rabe: Unfortunately, unlike a rising tide lifting all boats, Big Tech’s surge has largely been self-contained. Using Cathie Wood’s ARK Innovation exchange-traded fund...
DataTrek co-founder Jessica Rabe was on Yahoo Finance TV discussing investing and generative AI. She also discussed the differences in investment answers between OpenAI’s ChatGPT and Google’s Bard. Watch it here on Yahoo...
With the Berkshire Hathaway annual meeting this past weekend, we got to wondering about BRK’s long run historical performance versus the US large cap Technology sector. Buffett and Munger are generally averse to buying tech stocks, with...
US Q1 earnings season is half over, and a combination of the results to-date and how Wall Street analysts are responding to them explains why the S&P 500 is pushing through 6-month highs. Two points on this topic: First, Q1 is starting to...
After a strong Q1 for US/global equities, how should investors think about portfolio composition for Q2 and the rest of 2023? If this is the beginning of a new bull market, then it makes sense to keep equity allocations stable or even increase...
