Author: dkass

7 Largest Companies (Market Capitalization) and Year-To-Date MSFT (3.42T) +9.2% NVDA (3.30T) +0.6% AAPL (3.00T) -19.8% AMZN (2.18T) -6.6% GOOG (2.08T) -9.3% META (1.63T) +10.6% BRK.B (1.09T) +11.2% S&P 500 +0.5%

7 Largest Companies (Market Capitalization) and Year-To-Date MSFT (3.35T) +6.8% AAPL (2.92T) -22.0% NVDA (3.20T) -2.2% AMZN (2.13T) -8.4% GOOG (2.04T) -11.0% META (1.58T) +7.1% BRK.B (1.09T) +10.8% S&P 500 -1.3%

7 Largest Companies (Market Capitalization) and Year-To-Date MSFT (3.38T) +7.8% NVDA (3.30T) +0.8% AAPL (3.16T) -15.6% AMZN (2.18T) -6.3% GOOG (2.02T) -12.2% META (1.61T) +9.4% BRK.B (1.11T) +13.2% S&P 500 +1.3%

After the market closed today, Berkshire Hathaway released its SEC Form 13F for the quarter ending March 31, 2025. Berkshire Hathaway in Q1 2025 (13F) sold its remaining stakes in Citigroup ($1 billion) and...

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...