Warren Buffett once wrote, "When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." While Buffett constantly aimed to buy only wonderful businesses, few met the criteria for becoming the stocks Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) would hold forever. In his first letter to shareholders, Buffett's successor at Berkshire, Greg Abel, called out nine companies he describes as core holdings in the company's equity portfolio. Combined, they ...

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Market Overview - Australian shares are expected to decline following a drop in Wall Street and the Dow Jones, which is at its lowest this year [1][2] - The ongoing conflict in the Middle East is contributing to market instability, affecting major indices like the Dow, S&P 500, and Nasdaq [2][4] Oil Market Insights - Oil prices are under pressure due to missile strikes on three commercial ships near the Strait of Hormuz, with Brent crude currently around US$93 per barrel [3][4] - The International Energy Agency (IEA) is set to release approximately 400 million barrels from strategic reserves, indicating concerns over oil price stability [3][4] Company News - Anthropic, an artificial intelligence company, plans to establish new operations in Sydney and is seeking partnerships with local policymakers and customers [5] - Lynas Rare Earths (ASX:LYC) has seen a 30% increase in stock price over the past month after signing a long-term supply agreement with Japan Australian Rare Earths, with a floor price of US$110 per kilogram for rare earths [6] - South32 (ASX:S32) is positioned to acquire BHP's $1 billion West Musgrave project, focusing on copper opportunities [6] - Marimaca Copper Corp (ASX:MC2) has reported significant drilling results at its Pampa Medina deposit in Chile, indicating potential for further exploration [6] Commodity Prices - The Australian dollar is trading at US$0.715 [7] - Iron ore prices have increased by 0.5%, currently at $104.25 per tonne [7] - Brent crude has risen by 6%, now priced at $93.03 per barrel [7] - Gold is trading at $5,192 per ounce [7] - US natural gas futures have increased by 6.9%, reaching $3.22 per gigajoule [8]

Apple’s forthcoming foldable iPhone will include updates to the iOS operating system that enable iPad-like layouts and side-by-side apps for the first time, enhancing the device’s appeal for multitasking https://t.co/xTZwPYQ8FW ...

Core Viewpoint - Apple Inc. is facing significant challenges in the Chinese market, particularly with a sharp decline in iPhone shipments, which may impact its long-term investment potential [2][3]. Group 1: iPhone Shipments and Market Performance - iPhone shipments in China declined by 37% year-over-year in January 2026, totaling approximately 2.2 million units, following a 14% decline in December 2025 [2]. - Overall smartphone shipments in China decreased by around 16% year-over-year in January 2026, indicating a broader market contraction [3]. - Apple's market share for iPhones fell to around 11% in January 2026 from 14% a year ago, marking the lowest January shipments for the company since 2019 [3]. Group 2: Company Overview - Apple Inc. is recognized for its consumer electronics, software, and related products, with a premium product line that includes the iPhone, iPad, Mac computers, and various accessories, contributing to strong customer loyalty [4].

Binance founder Changpeng Zhao surpassed Microsoft (NASDAQ: MSFT) co-founder Bill Gates in total net worth as of Wednesday. Forbes estimates Zhao holds $110 billion to Bill Gates’ $108 billion, marking a $47 billion wealth increase over the past year. Zhao ranks as the 17th richest person globally, primarily through his estimated 90% stake in the Binance cryptocurrency exchange. The #1 podcast for emerging tech stocks, Bitcoin, and weekly news analysis. Subscribe to the Blockspace Podcast here, on Apple, ...

Many companies are inextricably tied to their iconic founders—from Mark Zuckerberg being the face of Meta, to Warren Buffett leading Berkshire Hathaway for decades. But when it came time for Tim Cook to take the reins of Apple, the brand’s late cofounder Steve Jobs instructed him to forge his own path at the $3.83 trillion technology giant. “[Jobs’] advice to me was ‘Never ask what I would do, just do the right thing,’” Cook told CBS Sunday Morning in a recent interview. It was a lesson that Jobs had l ...

Core Viewpoint - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) has underperformed compared to its peers and benchmarks, leading to a recommendation of "Hold" for investors [3][17]. Fund Overview - GSLC was launched on September 17, 2015, with an NAV of approximately $14.7 billion, focusing on large-cap American-listed stocks [3][4]. - The fund employs a rules-based approach to select stocks based on four factors: Value, Momentum, Quality, and Low Volatility [4][9]. Performance Analysis - GSLC has lagged behind the SPY ETF in 2025 and early 2026, primarily due to underweighting key stocks like Alphabet (GOOG) and Eli Lilly (LLY) [7][17]. - The fund's performance has been hindered by a lack of aggressive momentum chasing, resulting in a struggle to differentiate itself from traditional passive ETFs [7][8]. Peer Comparison - GSLC has a total of 445 holdings, which is less than SPY and IVV, but it aims for a more defensive and strategic tilt through its smart beta approach [9][11]. - The fund's average daily share volume is over 360,000 shares, translating to more than $40 million, indicating sufficient liquidity for large investors [5][10]. Financial Metrics - GSLC has an expense ratio of 0.09%, comparable to SPY, but has not delivered the same level of performance, making it a challenging sell [7][17]. - The fund's Sharpe ratio is 1.24, indicating a decent risk-adjusted return, although it is slightly below the benchmark's Sharpe ratio of 1.33 [15][16]. Conclusion - While GSLC offers a viable option for U.S. large-cap exposure, its recent underperformance and missed opportunities in stock selection have led to a cautious outlook [17].

Market Overview - US stock indices showed mixed performance at the opening, with the Dow Jones down 0.16%, Nasdaq up 0.3%, and S&P 500 up 0.13% [1] - By the time of reporting, the Dow Jones had decreased by 0.67%, while the Nasdaq rose by 0.16%, and the S&P 500 fell by 0.1% [1] - A total of 1789 stocks advanced, while 3195 stocks declined [1] Notable Stock Movements - Tesla shares increased by 2.42%, closing at $408.89 [2] - Advanced Micro Devices (AMD) rose by 1.73%, closing at $206.75 [2] - Intel shares gained 1.67%, closing at $47.56 [2] - Oracle Corporation's stock surged over 14% after reporting strong quarterly results and raising its revenue forecast for fiscal year 2027, with adjusted earnings per share of $1.79 against an expectation of $1.70, and revenue of $17.19 billion, a 22% year-over-year increase [2] Chinese Stocks Performance - The Nasdaq China Golden Dragon Index fell by 0.25%, with most popular Chinese stocks declining [7] - Li Auto shares rose by 4.56%, closing at $18.57 [8] Commodity Market - Gold and silver prices experienced a pullback, with spot gold dropping to $5173.67 per ounce, down 0.32% [10] - Spot silver fell by 3.46%, trading at $85.28 per ounce [10] Inflation and Oil Prices - The US Consumer Price Index (CPI) for February rose by 2.4% year-over-year, with core CPI increasing by 2.5% [13] - WTI crude oil prices saw significant volatility, initially rising over 6% before narrowing to a 2.58% increase [13] - The G7 energy ministers expressed support for measures to address the current energy situation, including the potential use of strategic energy reserves [16]

United States equity markets opened with a cautious but resilient tone on Wednesday, March 11, 2026, as investors processed a critical inflation report and navigated ongoing geopolitical instability in the Middle East. The major indexes showed a split performance in early trading, reflecting a tug-of-war between optimistic tech earnings and concerns over rising energy costs.Market Indexes Opening PerformanceAs of 9:35 AM ET, the major market indexes were showing mixed results. The S&P 500 (SPY) edged up 0.1 ...