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rez-uk.bsky.social
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Berkshire Hathaway starkly diverging from the S&P 500 the past month. Obviously, Berkshire is a defensive play. And insurance stocks have been strong (PGR +18% YTD). But Berkshire is also the largest S&P 500 stock outside the Mag7, seems a leading destination for money fleeing to "the other 493..."

submitted 3 days ago • 3 comments

@bsky.app CEO @jay.bsky.team details how the platform utilizes open networks to allow users to craft their own social media experience while maintaining their personal privacy.

submitted 12 days ago • 87 comments

.. @daily-stoic.bsky.social 💕

submitted 49 days ago • 87 comments

This is ugly at the index level but still "orderly," rotational underneath. A third of the market is up today, the equal-weight S&P 500 off just 0.4%. Question is whether this is what you want if looking for the conditions for a good bounce, or if it's better to reach a "no place to hide" moment.

submitted 12 days ago • 6 comments

"Now, there’s growing consensus that an initial push to 'delete' the CFPB is a mistake. Besides increasing the threat posed from nonbanks, current rules from the CFPB would still be on the books, but nobody would be around to update them as the industry evolves." www.cnbc.com/2025/03/10/w...

submitted 12 days ago • 3 comments

On the town halls in Kansas: “.. If they were going to have a paid actor, they would pick somebody a hell of a lot better looking than I am,” Nunn said. @kcur.org www.kcur.org/2025-03-07/r...

submitted 12 days ago • 19 comments

@michaelsantoli.bsky.social Great interview with Canaccord’s GIANARIKAS on their $TSLA $404 p/t I amazed how these analysts have the gall the push double EPS’27 estimates with a 40x multpl Keep up the great work and HNY!

submitted 78 days ago • 0 comments

The New York Stock Exchange will close trading on Thursday, Jan. 9, in accordance with a national day of mourning for the death of former President Jimmy Carter.

submitted 82 days ago • 3 comments

What’s been revealed and achieved by the market’s December wobble? A split tape shows cracks seeking a new equilibrium among rates, growth and valuation, against a foggy policy horizon that too many assumed was clear and bright. New column, free with email signup. www.cnbc.com/2024/12/21/b...

submitted 91 days ago • 3 comments