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...
With just a week left in Q1 2023, the headline appears to be “Global stocks begin the year by clawing back some of 2022’s outsized losses”. Here is the quarter to date price return data for major regions: The reality is that global Big...
The S&P 500 is down 17% since the start of 2022, but there have been many trading opportunities over the last 15 months. The key question for both short term traders and longer-term investors has been, and continues to be, “How do I...
US large caps have had a great run from their October 12th lows, with the S&P 500 up 12.6 percent through last Friday. That’s not quite as good as the June – August move of 17.4 percent from trough to peak, but it is still better than every...
