Bill Stone

Thanksgiving is an appropriate time to be thankful for the rich bounty from stocks this year, but it is also a crucial time to consider the “turkey problem.”

Berkshire Hathaway’s $266 billion very concentrated 40 stock portfolio added two new stocks. Warren Buffett was a net seller of stocks for the eight quarters straight.

Stocks and bond yields had a knee-jerk rise after the election, generally followed by some moderation despite some of the results remaining unclear.

This week remains busy on the earnings front with additional likely volatility from the Presential election and the Federal Reserve meeting.

Despite the decline in Berkshire Hathaway’s earnings, there were some positive developments. Warren Buffett sold more Apple, sending its cash hoard above $320 billion.

Should investors change their stock exposure based on the Presidential election? What does history tell us about each political party's stock performance while in power?

Five of the Magnificent 7 report earnings in the busiest week of earnings season. With superior earnings growth and size, the Magnificent 7’s results will be crucial.

The second busiest week of earnings season kicks off and includes Tesla. Forward guidance remains critical, with challenging consensus future growth expectations.

4.4% earnings gains provide a seemingly low hurdle. With faster earnings growth expected for the 4Q and 2025, more attention will likely be paid to earnings guidance.

Expected Fed rate cuts and resilient economic growth sent stocks to all-time highs. Above-average stock valuation in light of fundamentals and the outlook are explored.

This time may differ despite the Fed's poor track record of avoiding recessions with rate cuts. Stocks are usually higher, and bond yields are lower after lowering rates.

Markets are pricing in a September Fed rate cut and a soft landing for the economy. Friday’s jobs report will be critical in determining the size of the Fed cut.

Albert Einstein reportedly called it the 8th wonder of the world, and Warren Buffett used it to create massive wealth. Investors can utilize its power for themselves.

Berkshire Hathaway’s $280 billion portfolio remained at 41 names, with two eliminated and two new stocks purchased. Warren Buffett's stock sales sent cash levels soaring.

The growth scare and Japan led to rising stock volatility. Economic data and commentary from major retailers will be closely monitored for clues about economic health.

Insurance profits drove the improvement in Berkshire Hathaway’s earnings. Warren Buffett sold almost half of its massive stake in Apple, sending cash above $270 billion.

Earnings season kicks off its busiest week, with four Magnificent 7 technology stocks. In addition, the Fed meeting and the monthly jobs report provide crucial data.

10 hours ago ... The 2nd busiest week of earnings includes Magnificent 7 companies and 2Q GDP. The rise of small-caps and banks illustrates the expectations ...

While earnings season has begun well, inflation was primarily responsible for the broad rally. Earnings, retail sales, and Fedspeak will be the focal points this week.

The 8.8% earnings gains provide a higher hurdle. Expected earnings growth is higher in the second half of 2024, so attention will be paid to earnings guidance.