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substack.com-基础我的 1999 年以及 2000 年部分迈克尔布瑞 --- Foundations My 1999 and part of 2000
2025-12-01 00:49
基础:我的 1999 年(以及 2000 年部分)——迈克尔·布瑞 --- Foundations: My 1999 (and part of 2000) substack.com/@michaeljburry/p-179751886 Substack Threading a theme I know, here is 1999 through my eyes at the time. I was 27 at the start. 围绕我熟悉的主题,这里是我当时眼中的 1999 年。那时我 27 岁。 When I wrote this Valuestocks.net article "Buffett Revisited" on April 28, 1999, I was a neurology resident physician at Stanford University Hospital in Palo Alto. I likely wrote this between 10PM and 2AM in one sitting, and then dialed in on my modem to upl ...
X @Bloomberg
Bloomberg· 2025-11-30 16:55
Walt Disney Co.’s Zootopia 2 brought in $156 million at the US and Canadian box office over the Thanksgiving weekend, making it the No. 1 film. https://t.co/DGDexUxfPC ...
Wall Street Is Set to Enter 2026 With the 2nd Priciest Stock Market in 155 Years -- and History Offers a Dire Warning for Investors
Yahoo Finance· 2025-11-30 14:44
Core Insights - The U.S. stock market is entering 2026 with the second priciest valuation on record, raising concerns about potential declines based on historical patterns [2][5][10] - The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average have reached unprecedented highs, driven by factors such as advancements in artificial intelligence, anticipated Federal Reserve rate cuts, and stronger-than-expected corporate earnings [4][6] Valuation Metrics - The Shiller Price-to-Earnings (P/E) Ratio for the S&P 500 is currently at 40.20, close to its peak of 41.20, marking only the third instance since 1871 that it has exceeded 40 [10] - Historically, the average Shiller P/E over the past 155 years is 17.31, indicating that current valuations are significantly above historical norms [8][9] Historical Context - The stock market has experienced long bull markets over the past 16 years, with only brief interruptions during the COVID-19 crash and the 2022 bear market [5][15] - Previous instances where the Shiller P/E exceeded 30 have led to significant declines in major stock indexes, with drops ranging from 20% to 89% [11] Market Dynamics - The average duration of bear markets for the S&P 500 is approximately 286 days, while bull markets typically last around 1,011 days, suggesting a disparity in market cycles [17][18] - Historical data indicates that significant market declines can present buying opportunities for long-term investors [19][14]
Sting raises concerns about AI's impact on the entertainment industry
NBC News· 2025-11-29 00:00
Tilly Norwood 100% AI generated. >> From AI created actresses and even journalists to real life actors like Matthew McConna and Michael Kaine leaning into AI. >> My name is Michael Kaine.>> Artificial intelligence isn't just knocking on Hollywood's door. It's already inside the studio. That fear that AI will disrupt the workforce isn't limited to Hollywood.A new study from MIT this week finding artificial intelligence can already replace 11.7% of the US labor market. It's a concern musician Sting even broug ...
Relative Strength Line Identified Sphere Stock As A Winner
Investors· 2025-11-28 20:27
BREAKING: Stocks Rise To End Big WeekNovember has been a tough month for stocks. While AI stocks took the brunt of the correction, relative strength lines were a great way to identify stocks that fought against the pullback to produce winning swing trades.Rising Relative Strength LineSphere Entertainment (SPHR) wasn't one of the leaders in the first part of the rally that began in April, but it wasn't completely out of favor either. After breaking out from a cup base in September, it saw two touches with su ...
Dave & Buster's Entertainment, Inc. to Report Third Quarter 2025 Financial Results on December 9, 2025
Globenewswire· 2025-11-28 18:15
DALLAS, Nov. 28, 2025 (GLOBE NEWSWIRE) -- Dave & Buster's Entertainment, Inc., (NASDAQ:PLAY), ("Dave & Buster's" or "the Company"), an owner, operator, and franchisor of entertainment and dining venues, today announced that it will report financial results for its third quarter ended November 4, 2025 after the market closes on Tuesday, December 9, 2025. Management will host a conference call to discuss these results on Tuesday, December 9, 2025, at 4:00 p.m. Central Time (5:00 p.m. Eastern Time). A live and ...
Comcast CEO Eyes $28 Per Share Bid For Warner Bros. Assets, Outbidding Paramount, Netflix
Benzinga· 2025-11-28 16:42
Comcast Corp (NASDAQ:CMCSA) CEO Brian Roberts is pushing aggressively into the second round of bidding for Warner Bros. Discovery Inc (NASDAQ:WBD) as he looks to revive the company's weakening media portfolio.Sources told the New York Post he is considering a bid that could reach $27 to $28 per share for Warner Bros. Discovery's studio and streaming assets — a premium over Paramount Skydance Corp’s (NASDAQ:PSKY) roughly $25 per share, $60 billion offer for the entire company.That would also likely top Netfl ...
Disney Stock Falls 8% – Should You Sell Before 2026?
Yahoo Finance· 2025-11-28 15:09
With Disney shares having dropped by ~8.5 percent in November, largely due to the mixed earnings report delivered by the media and entertainment company. On Nov. 13, a flurry of analyst opinions took flight regarding whether investors should buy, sell, or hold the stock heading into 2026. Discover More: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell Read Next: 9 Low-Effort Ways To Make Passive Income (You Can Start This Week) And while there appears to be no real consensus around panic sell ...
Here Are Friday’s Top Wall Street Analyst Research Calls: Brown-Forman, Deere, Five Below, Netflix, Nutanix and More
Yahoo Finance· 2025-11-28 14:13
Chaay_Tee / iStock via Getty Images Quick Read A very few traders and investors return after the Thanksgiving holiday for a shortened session that will close at 1 PM EST. After a brutal few weeks, the market’s strength heading into month-end is very positive, especially as investors and institutions prepare to square up for the end of the year. With the prospects of the potential for a December rate cut dancing in investors’ heads like sugar plums, Santa Claus and his rally may be on the way. If y ...
Is Comcast Corporation Stock Underperforming the Nasdaq?
Yahoo Finance· 2025-11-28 10:06
Comcast Corporation (CMCSA) is a leading global media, entertainment, and telecommunications conglomerate based in Philadelphia, Pennsylvania. Comcast operates across multiple segments, including broadband and connectivity (residential and business), video services, media networks and studios (through its ownership of NBCUniversal), streaming, as well as theme parks and entertainment venues. Comcast has a market cap of around $96.8 billion. Companies worth $10 billion or more are generally described as “l ...