2019-04-05 08:25:00 Fri ET
stock market gold oil stock return s&p 500 asset market stabilization asset price fluctuations stocks bonds currencies commodities funds term spreads credit spreads fair value spreads asset investments
Warren Buffett places his $58 billion stock bets on Apple, American Express, and Goldman Sachs. Berkshire Hathaway owns $18 billion equity stakes in American Express and Goldman Sachs, and both stocks sharply trail S&P500 in recent years. Meanwhile, Berkshire Hathaway owns another $40 billion in Apple. Buffett focuses not on Apple revenue growth from quarter to quarter, but rather the broad network of hundreds of millions of iPhone and iPad users worldwide. Goldman experiences transient stock market undervaluation due to its notorious involvement in the 1MBD Malaysian bond scandal (which may result in fines up to several billions of dollars). Also, American Express executes several strategic partnerships in e-commerce payments, and continues to face fierce competition from the other major credit card bellwethers Visa and MasterCard.
Buffett views this unique collection of U.S. stocks as a set of public companies that Berkshire Hathaway partly owns in the long run. Without excessive levels of debt, these stocks earn 15%-20% steady profits on net tangible equity capital that Buffett requires to run the stock investment business. Berkshire Hathaway experiences a healthy fundamental increase in the market value of common stock investments from $170 billion to almost $173 billion from 2017-2018 to early-2019.
If any of our AYA Analytica financial health memos (FHM), blog posts, ebooks, newsletters, and notifications etc, or any other form of online content curation, involves potential copyright concerns, please feel free to contact us at service@ayafintech.network so that we can remove relevant content in response to any such request within a reasonable time frame.
2018-06-01 07:30:00 Friday ET
The U.S. federal government debt has risen from less than 40% of total GDP about a decade ago to 78% as of May 2018. The Congressional Budget Office predict
2018-12-01 11:37:00 Saturday ET
As the solo author of the books Millionaire Next Door and Richer Than Millionaire, William Danko shares 3 top secrets for *better wealth creation*. True pro
2019-05-09 10:28:00 Thursday ET
President Trump ramps up 25% tariffs on $200 billion Chinese imports soon after China backtracks on the Sino-American trade agreement. U.S. trade envoy Robe
2017-12-17 11:41:00 Sunday ET
Warren Buffett points out that it is important to invest in oneself. Learning about oneself empowers him or her to lead a meaningful life. This valuable inv
2019-06-13 10:26:00 Thursday ET
The Chinese Xi administration may choose to leverage its state dominance of rare-earth elements to better balance the current Sino-U.S. trade war. In recent
2018-06-09 16:40:00 Saturday ET
The Trump administration introduces new tariffs on $50 billion Chinese goods amid the persistent bilateral trade dispute. The tariffs effectively boost cost