Monthly Archive: April 2025

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%