Monthly Archive: May 2020
The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of May 29, 2020. The total market capitalization of these 5...
This is the 2020 Summer Reading List from the Robert H. Smith School of Business, University of Maryland. The coronavirus pandemic may have thrown many of your summer plans into disarray, but there’s one...
The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of May 22, 2020. The total market capitalization of these 5...
The Federal Reserve Board and the Federal Open Market Committee today released the minutes of the Committee meeting held on April 28-29, 2020. The highlights were: (1) “The staff’s baseline assumptions that the current...
I am quoted in this Bloomberg article on Berkshire selling 84% of its stake in Goldman Sachs. “He has this historical relationship with Goldman, so maybe there’s some sentimental value,” said David Kass, a...
Federal Reserve Chairman Jerome Powell was interviewed on 60 Minutes. The highlights are: (1) We have the tools to avoid the risk of long run damage by supporting households and businesses to avoid insolvencies...
The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of May 15, 2020. The total market capitalization of these 5...
In its SEC 13F filing for the quarter ending March 31, 2020, Berkshire Hathaway reported one major change to its portfolio. It sold 84% ($2 billion) of its stake in Goldman Sachs. It also...
The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of May 8, 2020. The total market capitalization of these 5...
At the Berkshire Hathaway annual meeting on May 2, the eternally optimistic Warren Buffett displayed an unusual amount of caution about both the near term and intermediate term outlook for the U.S. economy. Indeed,...