Saying No to the Unimportant Things… “The difference between successful people and really successful people is that really successful people say no to almost everything.” -Warren Buffett Saying no to the unimportant things, but saying yes to the things that really matter. Image: Hedgeye Risk Management LLC
How Does President Trump’s Twitter Use Impact the US Stock Market? Trump’s tweets exacerbate short-term volatility and can create unpredictable short-term market fluctuations. That’s the reason why Warren Buffett stays focused rightly on the long term. Image: Bloomberg
Why Lower Bond Yields Influence the S&P 500? Because lower interest rates push stock market multiples higher. If interest rates are lower, then the value of future cash flows increases, because future cash flows are discounted back at a lower interest rate. So, lower U.S. 10-year yields influence the stock market equity risk premium. On the other…
Does Berkshire Hathaway Still Have a Market-Beating Advantage Over the Long Run? We can ask ourselves if Berkshire Hathaway does still have a market-beating advantage over the long run, because Warren Buffett expects a very modest outperformance vs. the market over the next decade. But he can’t guarantee that, of course. Image: Financial Times
US Stock Market since 1900 “For 240 years, it’s been a terrible mistake to bet against America” — Warren BuffettThis great chart of the US stock market since 1900, is a very good illustration of that fact. Source: J.P. Morgan Asset Management “Guide to the Markets” for Q2 2019
Investing Idol Worship: The Kraft Heinz Lesson Aswath Damodaran expresses his opinions on Kraft Heinz acquired by Berkshire Hathaway and 3G Capital. The lesson is quite simple: Warren Buffett is human and can make mistakes. So, nobody should be put him on a pedestal and follow him blindly. https://www.youtube.com/watch?v=cXq6VdjhJyY
Mohnish Pabrai – The Three Basic Attributes of Successful Investor Mohnish Pabrai talks about the different mental models behind the investment in Coca-Cola made by Warren Buffett and Charlie Munger. According to Mohnish Pabrai, to be a successful you should be: patience, decisiveness and being different from the crowd. https://www.youtube.com/watch?v=sOphHHnfKfA
https://www.isabelnet.com/wp-content/uploads/2019/03/stock-market-equity-risk-premium.mp4 This fabulous model shows if the US stock market return for the next 10 years is more or less attractive than the 10-Year Treasury Note The US stock market equity risk premium is the US stock market excess return for the next 10 years over the US 10-year Treasury Note. This is the premium…
Advanced Stock Market Forecast 96% Correlation since 1970 Stock Market Valuation Short- and Long-Term Forecasts Bull and Bear Indicator Equity Risk Premium R² = 0.94 since 1970 For Professionals and Individuals View More Subscribe Now! Check out our Stock Market Forecasting Models “Your results are very interesting” Howard Marks Legendary investor Our Features Five Advanced…