Jeff Chatfield’s Post

Berkshire Hathaway’s Q2 FY24 financial performance, emphasizing its diversified revenue streams, segment profits, and a net profit of US$30.3 billion. Berkshire Hathaway maintains a leading position in terms of total cash on hand among major corporations, with $277 billion, significantly outpacing Microsoft’s $76 billion and Amazon’s $72 billion. Mr. Warren Buffett, the proprietor of Berkshire Hathaway, strategically sold 49% of their Apple shares and is currently holding the most cash and depositing it in the bank for earning 5% to mitigate risks while awaiting more favorable investment opportunities. This approach highlights the principle that, in the current market conditions, cash is king.

A pleasure to join Yahoo Finance earlier today. As the earnings season kicked off we are optimistic that plenty of companies will beat expectations and deliver the earnings endurance we are looking for. We also discussed why we will be looking at the bank lending survey to see how willing companies are to borrow at cheaper rates to invest, innovate and boost shareholder value. So, in spite of the short term uncertainty there are plenty of reasons to remain invested to capture the medium and long term opportunities. Lots of the recent rotation seems due to position squaring ahead of the elections rather than changes in fundamentals.

They say “When everyone else is bearish, be bullish.” Sounds good in theory. But when economic storms hit, SMBs face tough choices. Cut costs and downsize, or take bold steps to capture market share? One manufacturing company went “bullish” during the 2009 recession. By increasing sales efforts and overhead, they landed a major contract. But with traditional credit lines pulled, they needed an alternative solution. Here’s what happened: https://lnkd.in/ey6AcS4H #SMBFinance #EconomicResilience #AlternativeFinancing

# A Year from Now You May Wish You Had Started Today ## Harness the Power of Health Savings Accounts for Investing in Amazon \(AMZN\) 💼🚀✨💰 Investing in Health Savings Accounts \(HSAs\) has become increasingly popular, and for good reason. This tax-advantaged account can be an excellent vehicle for growing your wealth while managing healthcare expenses. As a seasoned Investment Advisor, I strongly believe that investing in stable and promising companies like Amazon \(AMZN\) can potentially yield substantial returns over time. \*\*Amazon's Strong Relative Strength and Rising 50-Day Moving Average\*\* In recent months, Amazon \(AMZN\) has demonstrated exceptional relative strength in the market. Despite the volatility in the overall market, AMZN has managed to hold its ground and show positive momentum. The stock's ability to maintain its position above a rising 50-day moving average further solidifies its potential for continued growth. \*\*Seize the Opportunity and Avoid the Fear of Missing Out!\*\* It's crucial to act now and leverage the power of HSAs for investing in AMZN to secure your financial future. By investing in Amazon with your HSA, you not only benefit from potential capital appreciation but also enjoy the tax advantages provided by this unique investment account. Don't let hesitation hold you back – start investing in Amazon through your HSA today! Remember, a year from now, you may regret not taking action sooner. Embrace the power of HSAs, and join the millions who are already benefiting from investing in healthcare, family, wellness, and the bright future that awaits. #HSA #Investing #Healthcare #Health #Family #Wellness 📈💪💡🌟💵

The chart below was featured in our new piece, "Excessive Extrapolation & Stock Based Compensation" ↓ https://loom.ly/no5HtNY It illustrates that trailing 10-Year Stock Based Compensation has exploded from $0.7 trillion to $1.8 trillion within the last decade. We believe that this explosion in stock-based pay is creating a hidden crisis in personal finance. Many FAs are reporting a worrying trend: employees holding large amounts of company stock, often in overvalued firms - and a reluctance to sell compounds concentration risk. However, shifting to popular tech #stocks or index funds isn't an optimal solution. Today, these options suffer from extreme valuations & concentration risks reminiscent of the #dotcom bubble. Click the link below to subscribe to our newsletter ↓ https://loom.ly/loanBbc

This week, CEO Eric Boyce, CFA discusses: 1. Monthly payroll report and labor update 2. international stocks trade at significant discount to domestic 3. 10-year treasury rates appear range bound close to 4.5% 4. Equity money flows are significant; individual investor optimism reigns 5. 1st quarter earnings expected to beat estimates by +5% 6. corporate repurchases has and will likely continue to be a driver of equity returns 7. Preferred Stock emerging as an attractive investment https://lnkd.in/gHDDYEa4

One massive mistake that many investors make is comparing their investments to the wrong damn benchmark. Just because you've got yourself a sweet and diverse global portfolio, it doesn't mean you should be measuring it against the almighty S&P 500 benchmark. Nope, not even close. Comparing apples to oranges is like putting a flip flop next to a stiletto. They might both cover your feet, but they serve completely different purposes. Your global equity portfolio is in a whole different league, with investments spanning across different markets and countries. So why would you use the S&P 500 as your benchmark? It just does not make sense. Don't you dare overshadow the uniqueness and potential of your portfolio against something it is not?

Market Overvalued or Undervalued? Start Investing in the Share Market: 👉 Open a Free Demat Account on Upstox: https://lnkd.in/gaAWPCuQ - NO AMC Charges for Lifetime. Start earning up to Rs 1200 per referral. ***************************************************************** #StockMarketValuation #MarketAnalysis #OvervaluedStocks #UndervaluedStocks #MarketTrends

Q3 is now in the books and on to Q4. It's hard to believe that we're in the final stretch of 2024! The S&P 500 (price only) is up 20% YTD – the strongest start to a year for the equity market since 1997. CIO Larry Adam's team remains cautions in the near-term, with equity performance expected to moderate. See more market-moving headlines in Up & Adam.

The state of the equity, fixed income and private markets are leading advisors to believe that investors need to approach 2024 with eyes open and alert. Read more in this Cain Watters & Associates blog.