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On today’s show, we discuss:
- Berkshire Hathaway’s cash fortress tops $300 billion as Buffett sells more stock, freezes buybacks
- Week 44
- 1999 vs. 2024
- What Does a Once-in-a-Generation Investment Opportunity Look like?
- The Trump-Betting Whale Speaks Out: ‘I Have Absolutely No Political Agenda’
- Wall Street Bets on Trump 2.0
- Don’t Mix Your Politics With Your Portfolio
- Presidential Terms & Market Cycles
- Would the Stock Market Crash if Elizabeth Warren Became President?
- Would the Market Care if the President Was Impeached?
- Does the Stock Market Have a Say in the Presidential Election?
- Does the Stock Market Care Who the President Is?
- The 11th Commandment
- The Next President Inherits a Remarkable Economy
- The cost of college is quietly going down
- America’s homebuyers are older than ever
- KKR sets its sights on 401(k) plans via target-date funds
- Primerica Household Budget Index™ – Purchasing Power for Middle-Income Families Increased Over Previous Month
- Weekly home check
Recommendations:
- Disclaimer
- A League of Their Own
- Anora
- The great horror renaissance: Jason Blum on how Blumhouse is still scaring up big profits at the box office
Charts:
Tweets:
Free Cash Flow (cap weighted) French data July 1951 to August 2024.
Lo 10 (Expensive) v Hi 10 (Value) relative performance in gray.
Lo 10 (Expensive) v Hi 10 (Value) relative underperformance in gold.
Value has outperformed Expensive by 20x over the full set (gray) but has… pic.twitter.com/UfpyqwuSHo
— Tobias Carlisle (@Greenbackd) October 30, 2024
Same idea, a few more decades added – that puts the pandemic inflation into perspective (instead of just comparing to the lowest inflation decade). pic.twitter.com/fG4aeKUI4m
— Bill McBride (@calculatedrisk) October 29, 2024
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