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Warren Buffett could have invested in Tesla when it was worth almost nothing, Elon Musk said. Buffett passed on Tesla at a $200 million valuation in 2008, Musk previously said. Tesla is now worth about $700 billion, but that's down from a peak valuation of $1.2 trillion. Elon Musk often mentions Warren Buffett on Tesla earnings calls. As for Buffett, he's questioned why Musk tweets himself into trouble, and once challenged the tech billionaire to disrupt the candy business.
Persons: Warren Buffett, Elon Musk, Buffett, Musk, Tesla, could've, Charlie Munger, Munger, He's, he's Organizations: Tesla, Service, SpaceX, Berkshire Hathaway, Ford, General Motors, BYD, Getty Locations: Tesla, Wall, Silicon, Berkshire, Munger
Bill Miller expects a strong second-half showing from the US stock market. The Miller Value Partners founder sees a rosy economy and defeated bears driving stocks higher. "It's entirely possible that we're going to get back to a 2% inflation rate by the end of this year," Miller said during a recent live call hosted by Miller Value Partners. Miller noted that a robust first-half showing from stocks is usually followed by a similarly strong second half. The veteran fund manager predicted stocks would head higher, as bearish institutional investors swallow their doubts and pile into equities to catch up to their peers.
Persons: Bill Miller, " Miller, Miller, Legg Mason Organizations: Miller Value Partners, OneMain, Service, Federal Reserve, Nasdaq, Legg Mason Value Trust Locations: Wall, Silicon
David Einhorn expects stubborn inflation and the Fed to only cut interest rates next year. If inflation sees a resurgence and rates go higher, that could threaten the current bull market, he says. They may be celebrating too soon, hedge fund boss David Einhorn warned in his quarterly letter to investors this week. He viewed the move as bullish for stocks and likely to fuel inflation at the time. "If we were 'bearish' until March and 'neutral' through June, we would now characterizeourselves as 'worried,'" the veteran investor said.
Persons: David Einhorn, he's, ValueWalk, Einhorn, Greenlight Organizations: Fed, Service, Federal Reserve, Silicon Valley Bank, Signature Bank, Treasury Locations: Wall, Silicon
Warren Buffett and Michael Burry are waiting for stocks to crash, Robert Kiyosaki says. The "Rich Dad Poor Dad" author pointed to Buffett stockpiling cash and Burry shorting the market. "I just watch these guys waiting for the market to crash then go back in," the "Rich Dad Poor Dad" author continued. As for Burry, he's warned of a historic bubble and predicted the "mother of all crashes." Like Buffett, he's a value investor who specializes in spotting underpriced businesses, and seeks to capitalize on sell-offs.
Persons: Warren Buffett, Michael Burry, Robert Kiyosaki, Dad, Burry, Buffett, Kiyosaki, Berkshire Hathaway, bearish, Buffett hasn't, Goldman Sachs, he's, it's Organizations: Buffett, Service, Berkshire, Scion, Management, Nasdaq, Electric Locations: Wall, Silicon, Coast
Warren Buffett can't stand fancy food, drives badly, and spotted the mid-2000s housing bubble. He blanched at the idea of truffle sauce on his steak, and foresaw a decade of housing pain in 2004. Buffett's biographer, Alice Schroeder, shared those details in a resurfaced Reddit post from 2014. Get the inside scoop on today’s biggest stories in business, from Wall Street to Silicon Valley — delivered daily. Alice Schroeder, the author of "The Snowball: Warren Buffett and the Business of Life," has spent roughly 2,000 hours with the Berkshire Hathaway CEO, making her a true authority on all things Buffett.
Persons: Warren Buffett, Buffett's, Alice Schroeder, Warren Buffett's, Buffett, Warren, Schroeder, , McDonald's, There's, he's, suggsests Buffett, you'll, hasn't Organizations: Service, Berkshire Hathaway Locations: Wall, Silicon, Coke, Berkshire
Goldman Sachs' ex-CEO called up his successor to complain after taking a $50 million hit on the bank's stock, The New York Times reported. Lloyd Blankfein offered to give more advice to David Solomon and floated a return to the firm, per The Times. Solomon declined the offer of assistance, the newspaper said, citing three people briefed on the conversation. Blankfein reportedly made the unexpected call in mid-June, after Goldman's stock price had tumbled close to 10% from its January highs. Blankfein owned about 2.4 million Goldman shares in March 2019, the latest date for which figures are available.
Persons: Goldman Sachs, Lloyd Blankfein, David Solomon, Goldman, Solomon, Blankfein, it's Organizations: New York Times, Times, Goldman, Service, Apple Card, Bank Locations: Wall, Silicon
Apple has spent over $500 billion on stock buybacks since 2012, a Markets Insider analysis shows. Warren Buffett has welcomed Apple's buybacks as they've boosted his ownership at no cost to him. It splurged $90 billion on buybacks in its last financial year, and has repurchased $56 billion worth of its shares in the last nine months alone. His Berkshire Hathaway empire owns nearly 6% of Apple, and the position accounts for almost half of its roughly $350 billion stock portfolio. "Much of what the company retained was used to repurchase Apple shares, an act we applaud," Buffett wrote in his 2021 letter to shareholders.
Persons: Apple, Warren Buffett, Apple's buybacks, Charlie Bilello, Bilello, Apple's repurchases, Buffett, Tim Cook, Apple's Organizations: Service, Visa, JPMorgan, Exxon Mobil, Apple, Citigroup, Berkshire Hathaway Locations: Wall, Silicon, buybacks, Berkshire
Six nights of Taylor Swift concerts may be worth more than the whole of WeWork, a new study finds. Swift is slated to give a $320 million boost to LA County, exceeding WeWork's market capitalization. The Eras Tour will give a $320 million boost to Los Angeles County's gross domestic product (GDP), the California Center for Jobs & The Economy estimates. WeWork shares have plunged by 97% in the past year to trade as low as 15 cents on Thursday, giving the shared-workspace company a market capitalization just below $320 million. Swift's shows in Inglewood, Los Angeles promise to create 3,300 jobs and lift local earnings by $160 million, the new report finds.
Persons: Taylor Swift, Swift Organizations: Service, California Center, Jobs, Philadelphia Locations: LA County, Philadelphia, Wall, Silicon, Los Angeles, Inglewood , Los Angeles
Investors are ignoring the risks of market turmoil and a recession in early 2024, Steve Hanke warns. The full impact of the decline in US money supply hasn't been felt yet, he says. Hanke is worried about the federal debt, but doesn't see BRICS nations threatening dollar dominance. "I'm saying, 'No, we haven't seen the decline in the money supply hit the real economy yet,'" Hanke continued. "Money is a fuel that runs the economy, and we had a huge buildup of excess fuel," Hanke said.
Persons: Steve Hanke, hasn't, Hanke, Johns Hopkins, We're, Ronald Reagan Organizations: Service, Johns, Stansberry Research Locations: Wall, Silicon
The shared-workspace giant's woes may spell trouble for commercial real estate as a whole. "Excess supply in commercial real estate, increasing competition in flexible space and macroeconomic volatility drove higher member churn and softer demand than we anticipated, resulting in a slight decline in memberships," he said. What does this mean for commercial real estate? Commercial real estate has been one of the hardest-hit sectors of the US economy over the last year. Its failure could be a "systematic shock" to commercial real estate in many American cities, Stijn Van Nieuwerburgh told The New York Times in June.
Persons: WeWork, David Tolley, Elon Musk, Charlie Munger, Jeff Greene, Ross Perot, Van Nieuwerburgh Organizations: Service, Investors, Federal Reserve, Ross Perot Jr, New York Times, Columbia Business School Locations: Wall, Silicon
Rapid inflation and hikes to interest rates have fanned fears of an economic slowdown or recession. Berkshire Hathaway HomeServices - real estate brokerage revenues fell 22% and after-tax earnings fell 60%, as transaction volumes fell and revenues from mortgage services dropped. - real estate brokerage revenues fell 22% and after-tax earnings fell 60%, as transaction volumes fell and revenues from mortgage services dropped. However, the slowdown in Berkshire's consumer businesses may well signal a broader downturn in consumer spending across the US economy. The Federal Reserve responded by hiking interest rates from nearly zero to north of 5% today.
Persons: Warren, Berkshire Hathaway, Berkshire Hathaway HomeServices, James Shanahan, Edward Jones, They've, they've Organizations: Service, BNSF Railway, Berkshire, Manufacturing, Clayton Homes, Berkshire Hathaway Automotive, Federal Locations: Wall, Silicon, Berkshire, Here's, Forest, McLane
Warren Buffett found few bargains in the second quarter, Berkshire Hathaway's earnings show. The investor's company sold a net $8 billion of stock, and spent only $1.4 billion on buybacks. They also spent only $1.4 billion on stock buybacks last quarter, down from over $4 billion in the first quarter. They plowed a record $68 billion into stocks last year, or $34 billion on a net basis. In contrast, Berkshire sold over $18 billion of stock on a net basis during the first six months of this year.
Persons: Warren Buffett, Warren Buffett's, Berkshire Hathaway's, That's, it's, Buffett, didn't, Fitch Organizations: Berkshire, Service, BNSF Railway, Travel Centers, Treasury, CNBC, AAA, AA Locations: Wall, Silicon, Alleghany, Berkshire
Michael Burry warned surplus inventory leads to price cuts, slimmer profits, and pressure on stocks. The shipping giant's earnings suggest "The Big Short" investor's call was at least partly right. In other words, many of the shipping giant's customers ordered fewer goods last quarter, and focused on offloading their bloated inventories instead. Burry, the investor of "The Big Short" fame, appears to have seen the downturn coming. But the fact that Maersk is seeing its customers cut back on shipping in order to reduce their inventories could signal that consumer spending is now under pressure as Burry predicted.
Persons: Michael Burry, Burry Organizations: Maersk, Service, Scion Asset Management Locations: Wall, Silicon, North America, Europe
Warren Buffett isn't stressing about Fitch's cut to America's credit rating this week. Berkshire Hathaway continues to buy $10 billion of US Treasuries every Monday, he told CNBC. Buffett said the US dollar's status as the world's reserve currency remains intact. He added that the only question is whether Berkshire will buy $10 billion of 3-month or 6-month Treasuries next Monday. Fitch's rating cut spooked investors this week, as it signaled reduced confidence in the safety of US government debt.
Persons: Warren Buffett, Berkshire Hathaway, Buffett, CNBC's Becky Quick, Berkshire's, He's Organizations: Berkshire, CNBC, Service, AAA, AA, Fed Locations: US, Wall, Silicon, Berkshire
Uber reported its first quarterly operating profit ever this week. Here's a chart showing the ride-hailing giant's path to profitability. Uber has grown its quarterly revenues from under $3 billion in 2018 to over $9 billion last quarter. Its quarterly operating losses peaked at $5.5 billion in the second quarter of 2019, but haven't exceeded $1 billion in the last eight quarters. Indeed, its quarterly revenue has ballooned from under $3 billion throughout 2018, to north of $9 billion last quarter.
Persons: Uber, Here's, Dara Khosrowshahi Organizations: Service, Uber, SEC, Securities and Exchange, Tech, Federal Reserve Locations: Wall, Silicon
Dan Loeb heralds AI as a game-changing technology in his second-quarter letter to investors. Loeb predicts a mild recession, as he expects the Fed to offset a slump in consumer spending. Loeb singled out the big three cloud providers as likely beneficiaries, noting that many AI companies will rely heavily on their services. Loeb singled out Microsoft in particular, pointing to its stake in ChatGPT-owner OpenAI, its plans to add AI features to its Office applications, and its ability to offer related services to businesses. The upshot is a mild recession appears more likely than a severe one, he said.
Persons: Dan Loeb, Loeb, OpenAI Organizations: Service, Third, Investors, Microsoft, Google, Federal Reserve, Offshore Fund, AMD Locations: Wall, Silicon, ChatGPT
Investors are so excited about stocks that they're missing the bigger, grimmer economic picture. Danielle DiMartino Booth said the complacency reminded her of the dot-com and housing bubbles. She pointed to a surge in bankruptcies and mounting pressures in the bank and real estate sectors. Get the inside scoop on today’s biggest stories in business, from Wall Street to Silicon Valley — delivered daily. DiMartino Booth has made it clear she's in the latter camp for now.
Persons: Danielle DiMartino Booth, We're, BNN, DiMartino Booth, Biden, Sam, Jeremy Siegel, Paul Krugman, David Rosenberg, Jeremy Grantham Organizations: Service, QI Research, BNN Bloomberg, Nasdaq, Dallas Fed, Federal Reserve Locations: Wall, Silicon
David Rosenberg is sticking with his recession call, despite many other experts backing down. In a client memo, he shared some of the extreme pushback he's received for his gloomy forecasts. David Rosenberg, a leading economist who called both the dot-com and housing crashes, remains fully convinced the US economy is headed for a recession. Recession indicators including the inverted yield curve, The Conference Board's Leading Economic Index, and the New York Fed's recession model are still flashing red. "The impatience and tempestuousness out there do not surprise me, either, having called the markets and the economy for nearly 40 years," he continued.
Persons: David Rosenberg, he's, Michael Burry, Warren Buffett, Merrill, Rosenberg, Merrill Lynch Organizations: Service, Internet, Conference, Biden, North Locations: Wall, Silicon, Houston, York, North American
Jeremy Siegel expects stocks to hit fresh highs, and sees only a 30% chance of a recession. The "Wizard of Wharton" says the Fed may be done with hiking rates, and might cut them if needed. The retired professor views the strong US economy as positive for stocks and company profits. "This is a very welcome development for the markets," Siegel said. "Lower inflation and stronger economy and good guidance and good profits," he said.
Persons: Jeremy Siegel, Wharton, Powell, Siegel, Biden Organizations: Service, CNBC Locations: Wall, Silicon
Higher prices and interest rates are pressuring consumers and companies, Stephanie Pomboy says. Meanwhile, businesses are suffering a "migraine" in the form of higher debt costs, the Macro Mavens founder and president said. She pointed to the pressure on consumer spending, the limited supply of labor, and striking workers raising companies' costs by driving up wages and securing settlements. Inflation surged to a 40-year high of 9.1% last summer, spurring the Federal Reserve to hike interest rates from nearly zero to north of 5.25% today — a 22-year high. Higher rates can ease upward pressure on prices by encouraging saving over spending, hiring, and investing.
Persons: Stephanie Pomboy, Robert Heller, Pomboy, Paul Krugman, aren't, Heller Organizations: Fed, Service, Fox Business, Federal Reserve, Federal Locations: Wall, Silicon, Pomboy
The Dow's recent winning streak is a worrying sign, David Rosenberg says. Rosenberg says a recession may be underway, and plunging inflation can be bad news for stocks. For the first time since January 1987, the Dow Jones Industrial Average closed in the green for 13 straight sessions before snapping its winning streak on Thursday. Stocks were up 28% at this point in 1987, Rosenberg noted. Rosenberg cautioned investors who expect stocks to soar because inflation has now slowed.
Persons: David Rosenberg, Rosenberg, Stocks, Merrill Lynch Organizations: Service, Dow Jones, Dow, Rosenberg Research, Federal, North Locations: Wall, Silicon, North American
The US economy is barreling toward a serious recession, DoubleLine Capital's Jeffrey Sherman says. Sherman predicts an embattled Fed will cut interest rates by a whole percentage point in response. "A multitude of economic indicators we look at are flashing either warning or recessionary signals," Jeffrey Sherman told Bloomberg. "The bond market is telling the Fed that they've overtightened and they will have to cut rates," Sherman said. "I think one signal to watch now is the rising default rate within the loan market," Sherman noted.
Persons: DoubleLine Capital's Jeffrey Sherman, Sherman, Jeffrey Gundlach, DoubleLine, Jeffrey Sherman, He's Organizations: Service, Federal Reserve, Bloomberg, Fed Locations: Wall, Silicon
Inflation hasn't cooled because of the Federal Reserve's interest-rate hikes, Paul Krugman says. Still, the US economy might be in worse shape today if the Fed hadn't raised rates, Krugman says. Those forces plateaued more than a year ago, but have only been reflected in recent months due to lags in inflation measures, Krugman said. "This suggests to me that the Fed may have done the right thing for the wrong reasons," Krugman said. He explained that surprisingly resilient US demand could indicate the Fed stopped the economy overheating and inflation surging by raising rates, which allowed recombobulation to relieve pricing pressures.
Persons: Paul Krugman, it's, Krugman, , recombobulation Organizations: Service, New York Times, Fed, Princeton, MIT Locations: Wall, Silicon
Steve Ballmer is richer than Warren Buffett, Mark Zuckerberg, Larry Page, and Sergey Brin. The former Microsoft CEO is worth $120 billion, thanks to his estimated 4% stake in the company. Page and Brin have added $28 billion and $26 billion to their respective fortunes in 2023, lifting their net worths to $111 billion and $106 billion. Ballmer's fortune has ballooned this year thanks to Microsoft stock climbing to historic highs. The former Microsoft chief trails Larry Ellison ($133 billion) and Bill Gates ($137 billion) by some distance in Bloomberg's wealth index.
Persons: Steve Ballmer, Warren Buffett, Mark Zuckerberg, Larry Page, Sergey Brin, Ballmer isn't, Sergey Brin —, didn't, Bill Gates, Jeff Bezos, Larry Ellison, Zuckerberg, Brin, Elon Musk, Bernard Arnault, Buffett, Ballmer's, Ballmer, Page, Brin haven't, he's Organizations: Microsoft, Service, Google, Bloomberg, Forbes, LA Clippers, Berkshire Hathaway, Gates Foundation, Meta Locations: Wall, Silicon, Berkshire
The YouTube star seems confident he can take on Hershey's with his Feastables chocolate bars. MrBeast, whose real name is Jimmy Donaldson, also said that shorting a company's stock "seems lame." "But I will say these next few years between Feastables and Hershey's will be interesting once I actually ramp up." Warren Buffett, whose Berkshire Hathaway conglomerate owns See's Candies, has warned that old habits die hard in the candy business. Buffett even challenged Elon Musk to disrupt the candy business a few years ago, and the Tesla CEO tried and failed to develop a superior candy.
Persons: MrBeast, Jimmy Donaldson, who's, Donaldson, Warren Buffett, Buffett, Elon Musk Organizations: YouTube, Service, GameStop, AMC Entertainment, Berkshire Hathaway, Berkshire Locations: Wall, Silicon, Feastables, Berkshire
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