Page 36 - Michael Batnick News Today : Breaking News, Live Updates & Top Stories | Vimarsana

    BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Scott Sperling co-CEO of T.H. Lee. He’s on the firm’s Management and Investment Committees. T.H. Lee is one of the top private equity firms. They’ve been around since the 1970’s. They’ve done countless, countless deals, hundreds and hundreds of deals. You might be familiar with some of their bigger deals. They did the Warner Music deal. That was a multibillion-dollar deal about 20 years ago. Dunkin’s is a group of franchisees from Dunkin’ Donuts. Perhaps the biggest deal they...

That doesn’t bode well for future returns. So what can you do about it? The US stockmarket is looking expensive, however you measure it Here at MoneyWeek, the cyclically-adjusted price/earnings ratio (Cape for short) has long been one of our favourite long-term valuation measures. It was popularised by Yale professor and Nobel prizewinner Robert Shiller in the late 1990s. (Indeed, it’s sometimes known as the Shiller p/e as a result). What does it do? A traditional price/earnings (p/e) ratio compares the share price (p) of a company to one year of its earnings (forecast or historic). Or, i...

    BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, boy, do I have an extra special guest. Michael Lewis, author of such books as “The Big Short,” “Liar’s Poker,” “The Blind Side,” “Flash Boys,” “Moneyball.” It just goes on and on. “The Undoing Project.” He’s here to talk about his new book, his latest book which is out this week called, “The Premonition: A Pandemic Story.” And man, let me tell you, I plow through this book in two days, it’s just astonishing. This is the Moneyball for epidemiology, the Big Short for how to screw up a pa...

By Jack Denton (Photo by Bryce Sellick/Agence France-Presse/Getty Images) U.S. stocks are set for another day on the back of the bull market, with futures pointing up amid a corporate earnings season that keeps wowing investors. But another day of the S&P 500 (SPX) rising isn’t new: The index is up a staggering 42% over the last year and more than 11% in 2021 alone. Our call of the day, from strategist Vincent Deluard at broker StoneX, takes a close look at the big question hovering above these recent market gains. Are we seeing a new roaring economic cycle that started in March 2020, or �...

His advice: "Now is probably a good time to do some spring cleaning in your portfolio." That notion is not yet consensus.   "We're talking about peak growth, but the idea here is that this reopening is just getting started," Franklin Templeton senior portfolio manager Mike Labella said on CNBC. "We just hit a major milestone with 50% vaccinations in the United States, and that number is only going to get better in the United States and in Europe, which is a couple of months behind. So there's really more room to run in this rally, but it's probably going to come more from value and cyclica...