The next decade will bring rewards to those investors who stick it out through the next 12 months, which are likely to be volatile, said Bill Smead of Smead Capital…
Day: December 15, 2022
Trader Makes $36 Million Options Bet On Year-End Rally
A single trader poured $36 million into a bullish bet on the S&P 500’s December levels, reports an article in Bloomberg. The wager, a purchase of 20,000 calls connected to…
Stock Market Turns Wall Street Bearish
Following one of the most volatile years in recent memory, Wall Street strategists have turned bearish on stocks, with most forecasting a downturn in the S&P 500 well into next…
How Berkshire Prevents A Breakup After Buffett Dies
In an effort to prevent a breakup of Berkshire Hathaway after his death, Warren Buffett has systematically created a share-class structure that puts the bulk of power into Berkshire’s supervening…
Ron Baron On His Investing Philosophy
In an opinion piece for CNBC, Ron Baron, founder of Baron Capital, called his experience as a securities analyst in the 1970s “foundational,” contending with geopolitical tensions, high inflation and…
UBS Billionaires Bet On Energy
Nearly half of UBS Group AG’s billionaire clients see the energy sector as one of the biggest opportunities for positive returns over the next five years, reports an article in…
Value Investing’s Golden Era Returns
In the 1960s, 50 growth companies rose to the top and were considered such “sure things” that they became known as the Nifty 50. During that time, Warren Buffett—the famed…
Short-Term Inflation Will Decline Dramatically in 2023
At a webinar sponsored by DoubleLine Capital, CEO Jeffrey Gundlach told the attendees that inflation will dramatically drop in the first six months of next year, reports an article in…
What Investors Need to Know About Geopolitics with Marko Papic
In this episode, we talk Geopolitics with Marko Papic, Chief Strategist at the Clocktower Group. We look at his framework for analyzing the geopolitical landscape to cut through the noise…