Dr. David Kass

7 Largest Companies (Market Capitalization) and Year-To-Date MSFT (3.26T) +4.1% AAPL (2.97T) -20.8% NVDA (2.85T) -13.1% AMZN (2.05T) -12.0% GOOG ( 1.85T) -19.3% META (1.49T) +1.2% BRK.B (1.11T) +13.2% S&P 500 -3.8%

Someone had to replace Warren Buffett. In Buffett’s opinion Greg Abel was the best person. The primary role of a CEO is to allocate capital. Abel will be deciding on acquisitions of entire companies,...

7 Largest Companies (Market Capitalization) and Year-To-Date MSFT (3.24T) +3.3% AAPL (3.09T) -18.0% NVDA (2.79T) -14.8% AMZN (2.02T) -13.4% GOOG (1.99T) -13.4% META (1.51T) +2.0% BRK.B (1.16T) +18.9% S&P 500 -5.2%

I am quoted in this article: David Kass, a finance professor at the University of Maryland who’s been attending the meeting for 20 years, told BI he’s going for the “excitement of being in...

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.14T) -16.4% MSFT (2.91T) -7.0% NVDA (2.71T) -17.3% AMZN (2.01T) -13.9% GOOG (1.97T) -14.4% META (1.38T) -6.5% BRK.B (1.14T) +16.9% S&P 500 -6.1%

As a result of the new U.S. tariffs and resulting trade war, the risk/return profile for investing in U.S. equities is deteriorating. Risk is increasing and expected returns are decreasing. Do you think Warren...

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (2.96T) -21.3% MSFT (2.73T) -12.7% NVDA (2.48T) -24.4% GOOG (1.85T) -20.2% AMZN (1.83T) -21.3% META (1.27T) -14.4% BRK.B +14.4% S&P 500 -10.2%

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (2.98T) -20.9% MSFT (2.89T) -7.8% NVDA (2.71T) -17.4% AMZN (1.96T) -15.7% GOOG (1.92T) -17.0% META (1.38T) -7.2% BRK.B (1.13T) +15.1% S&P 500 -8.8%

7 Largest Stocks (Market Capitalization) and Year-To-Date AAPL (2.83T) -24.8% MSFT (2.68T) -14.6% NVDA (2.30T) -29.8% AMZN (1.81T) -22.1% GOOG (1.78T) -23.1% META (1.28T) -13.8% BRK.B (1.07T) +9.1% S&P 500 -14.9%

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.28T) -13.0% MSFT (2.82T) -10.1% NVDA (2.68T) -18.3% AMZN (2.04T) -12.2% GOOG (188T) -18.5% META (1.46T) -1.5% BRK.B (1.14T) +16.1% S&P 500 -5.1%