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Berkshire Hathaway is now underperforming the S&P 500 by almost 23 percentage points since Warren Buffett announced his retirement 📉📉
Source: Barchart
S&P 500 earnings have recently seen multiple sharp upward revisions.
This comes after 15 consecutive weeks of downside earnings revisions fueled by tariff fears. Overall, it seems that US corporations are actually coming out on the other side of these fears stronger. This is a tailwind for the stock market. Source: Bravos research
$VIX seasonality last 20 years.
If we are to see a spike, should be any day now. Just simply basing off seasonality. Source: Heisenberg @Mr_Derivatives
Nvidia is 3% of global market cap. The other 82,292 stocks (Bloomberg-tracked primary listings) make up the other 97%.
Source: David Ingles, Bloomberg
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