FineMark

OCTOBER 17, 2023

” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation, expressing his view on those who make short-term market prognostications. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500.

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

FEBRUARY 28, 2024

And the credit rating agencies (S&P, Fitch, Moody’s, and Morningstar DBRS in distant 4 th place) specialize in fixed income research. The legal side is quite important because you must read the debt agreements to understand each issuance’s covenants and other terms. a credit rating vs. an investment recommendation).

Equities 59

Equities Debt Asset Management Recruitment 59

FineMark

JANUARY 17, 2024

Charles Munger, vice chairman of Berkshire Hathaway Corporation, expressing why he thought he and his business partner, Warren Buffett, had been such successful investors for so long. The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%.

S&P 52

S&P Equities Valuation Investment 52