Dr. David Kass

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%

I was interviewed on WUSA CBS TV on the stock market and WJLA ABC TV on the risk of a recession in Maryland.

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.28T) -12.8% MSFT (2.90T) -7.2% NVDA (2.87T) -12.4% AMZN (2.08T) -10.6% GOOG (2.00T) -13.4% META (1.52T) +1.8% BRK.A (1.12T) +14.8% S&P 500 -3.6%

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.21T) -14.8% NVDA (2.97T) -9.4% MSFT (2.89T) -7.8% AMZN (2.10T) -9.8% GOOG (2.02T) -12.6% META (1.54T) +3.8% BRK.A (1.11T) +13.3% S&P 500 -4.1%

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.60T) -4.5% MSFT (2.92T) -6.7% NVDA (2.75T) -16.1% GOOG (2.15T) -7.7% AMZN (2.11T) -9.2% META (1.59T) +6.9% BRK (1.07T) +9.1% S&P 500 -1.9%

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.64T) -3.4% NVDA (3.05T) -7.0% MSFT (2.95T) -5.8% AMZN (2.25T) -3.2% GOOG (208T) -10.1% META (1.69T) +14.1% BRK.B (1.12T) +13.8% S&P 500 +0.3%

I am quoted in Business Insider: The investor mentioned in his latest letter that he requires a cane to walk, perhaps because he’s “considering the possibility of stepping down as CEO in the near...

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.69T) -1.9% NVDA (3.29T) +0.1% MSFT (3.04T) -3.2% AMZN (2.30T) -1.3% GOOG (2.19T) -5.1% META (1.73T) +16.7% TSLA (1.09T) -16.4% S&P 500 +2.2%

New StakeConstellation Brands (+$1.2 billion) Increased StakeDomino’s Pizza (+$500 million)(+86%) Decreased StakesCitigroup (-$3 billion)(-74%)Bank of America (-$4.5 billion)(-15%)Capital One Financial (-$250 million)(-18%)