Monthly Archive: November 2020

The largest 7 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of November 27, 2020.  The total market capitalization of these 6...

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 November 20, 2020.  The total market capitalization of these 5...

In Berkshire’s 13F for the third quarter: “Confidential information has been omitted from the public Form 13F report and filed separately with the U.S. Securities and Exchange Commission.” I am quoted in a Business...

In an SEC 13-F filing after the market closed today, Berkshire reported the following major changes to its portfolio: New Positions: Merck ($1.9 billion) (Warren Buffett) AbbVie ($1.9 billion) (Buffett) Bristol-Myers Squibb ($1.8 billion)...

I am quoted in Maryland Today on “The Coming Biden Economy”. The Coming Biden Economy From Health Care to Green Energy to Global Cooperation, Business Experts Weigh in on New Administration’s Expected Approach By Gregory...

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 November 13, 2020.  The total market capitalization of these 5...

I was interviewed by Business Insider: Warren Buffett likely sold $4 billion of Apple shares and dumped more Wells Fargo stock last quarter, Berkshire Hathaway expert David Kass says Warren Buffett’s Berkshire Hathaway may...

5 Highlights of Berkshire’s third quarter report: (1) Berkshire in Q3 bought back $9 billion of stock. The 9 month total now equals $16 billion, which exceeds any previous year total. (2) Berkshire on...

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 November 6, 2020.  The total market capitalization of these 5...

I am quoted in InvestorPlace: I asked Dr. David Kass, clinical professor of Finance at the University of Maryland’s Robert H. Smith School of Business, what a Biden administration would do for U.S. relations with...