US stocks (Russell 3000) less the Mag 7 is up only +2.95% this year. It is thus underperforming cash for the second straight year.
Source: Jim Bianco
Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F filing
Increased positions $GOOGL (to ~4.35 mln shares from ~2.19 mln shares), $HLT (to ~10.31 mln from ~9.33 mln), $HHH (~16.8 mln shares, from ~16.6 mln) Maintained positions in: $QSR (~23.35 mln shares), $CP (~15.1 mln shares), $GOOG (~9.38 mln shares), $CMG (~0.95 mln shares) Decreased positions in: $LOW (to ~7.07 mln shares from ~7.47 mln shares) Source: Ripster
Apple cash warchest put into perspective
by Linas Beliūnas
It looks like the bears are throwing the towel...
Burry's bet against America..
What kills bull markets
Nice visual by @safalniveshak thru Brian Feroldi
Why you should invest for the long run - Nikhil Kamath / InvestyWise Nikhil Kamath
(Stats are for Indian hashtag#stocks but the principle remains the same for most equity markets in the world) "Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffet
Charlie Munger's 10 Point checklist for investing
Investment Books (Dhaval)
For only the 3rd time in the last 50 years, commercial bank credit has declined by more than 2%
The other 2 times were the peak of the Dot Com Bubble and the aftermath of the Global Financial Crisis. Source: barchart
