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"snippet": "Warren Buffett never mentions this but he is one of the first hedge fund managers who unlocked the secrets of successful stock market investing. He launched his...",
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"highlight": "For example <em>S</em>&<em>P</em> <em>500</em> Index returned 43.4% in 1958. If Warren Buffett’s hedge fund didn’t generate any outperformance (i.e. secretly invested like a closet index fund), Warren Buffett would have pocketed a quarter of the 37.4% excess return. That would have been 9.35% in hedge fund “fees”.",
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"highlight": "Actually Warren Buffett failed to beat the <em>S</em>&<em>P</em> <em>500</em> Index in 1958, returned only 40.9% and pocketed 8.7 percentage of it as “fees”. His investors didn’t mind that he underperformed the market in 1958 because he beat the market by a large margin in 1957.",
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"highlight": "<em>S</em>&<em>P</em> <em>500</em> Index lost 10.8% in 1957, so Buffett’s investors actually thrilled to beat the market by 20.1 percentage points in 1957.\n\nBetween 1957 and 1966 Warren Buffett’s hedge fund returned 23.5% annually after deducting Warren Buffett’s 5.5 percentage point annual fees.",
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"highlight": "<em>S</em>&<em>P</em> <em>500</em> Index generated an average annual compounded return of only 9.2% during the same 10-year period. An investor who invested $10,000 in Warren Buffett’s hedge fund at the beginning of 1957 saw his capital turn into $103,000 before fees and $64,100 after fees (this means Warren Buffett made more than $36,000 in fees from this investor).",
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"title": "XLU: Please Don't Wait Until The Fed Cuts Before Buying",
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"highlight": "XLU also boasts a relatively attractive dividend yield compared to the <em>S</em>&<em>P</em> <em>500</em> (SPX) (SPY). Accordingly, XLU last traded at a trailing twelve months or TTM dividend yield of 3.34%, well above SPY's TTM dividend yield of 1.42%.",
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"title": "Aktienmärkte vor Woche der Entscheidung",
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"snippet": "In der kommenden Handelswoche steht der letzte entscheidende Moment des Jahres 2023 bevor. Mit der Zinsentscheidung der Fed wartet eine echte Bewährungsprobe a...",
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"highlight": "Eine Korrektur im <em>S</em>&<em>P</em> <em>500</em> will jedoch nicht kommen.\n\nAktienmärkte vor Woche der Wahrheit\n\nDen Anlegern steht eine entscheidende Woche bevor, da wichtige Inflationsdaten am Dienstag und die Zinsentscheidung der US-Notenbank am Mittwoch den Ton für die Aktienmärkte und die Wirtschaft auf dem Weg ins Jahr 2024 angeben dürften.",
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"highlight": "Wie Bloomberg berichtet, hat der <em>S</em>&<em>P</em> <em>500</em> Index seit Ende Oktober rund 4 Billionen Dollar an Marktwert zugelegt, da sich Händler in angeschlagene Marktsegmente wie Small Caps stürzten, die in der Regel von sinkenden Kreditkosten profitieren.",
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"highlight": "Ein Maß für die erwartete Volatilität des <em>S</em>&<em>P</em> <em>500</em> in den nächsten fünf Handelstagen ist im Vergleich zu den folgenden fünf Tagen stark angestiegen.",
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"highlight": "Der <em>S</em>&<em>P</em> <em>500</em> ist in diesem Jahr um fast 20 % gestiegen und schloss am Freitag auf dem höchsten Stand seit März 2022. Die Händler hoffen, dass, wenn die Anleiherenditen generell weiter sinken, die Aktien bis zum Jahresende auf breiter Front zulegen werden. Seit dem 19.",
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"highlight": "Oktober ist die Rendite 10-jähriger Staatsanleihen von fast 5 % auf etwa 4,2 % gefallen, während der <em>S</em>&<em>P</em> <em>500</em> um fast 9 % gestiegen ist.\n\nSinkende Renditen als Treiber\n\nDie Geschichte zeigt, dass ein starker Rückgang der Anleiherenditen für die Aktienmärkte von Vorteil ist.",
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"highlight": "Der Median der anschließenden Dreimonatsrendite für den <em>S</em>&<em>P</em> <em>500</em> lag bei fast 8 % und für den Russell 2000 bei 8,2 %.\n\n„Die Art dieser Anleihen-Rally basiert auf Wetten auf eine unterstützende Fed-Politik, was sich letztlich günstig auf Aktien auswirkt“, so Cain.\n\nDie Kleinanleger scheinen sich die Begeisterung zu eigen zu machen.",
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"title": "Was können wir von den Unternehmensgewinnen 2024 erwarten?",
"description": "Aktienanalysten neigen zu Optimismus. Auch kurz vor dem Jahreswechsel rechnen die meisten von ihnen stärker wachsenden Erträgen im kommenden Jahr. Zurecht?",
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"snippet": "von Karen Ward Aktienanalysten neigen zu Optimismus. Auch kurz vor dem Jahreswechsel rechnen die meisten von ihnen mit stärker wachsenden Erträgen im kommende...",
"url": "https://www.capital.de/wirtschaft-politik/was-koennen-wir-von-den-unternehmensgewinnen-2024-erwarten--34260740.html",
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"highlight": "So wird erwartet, dass die Gewinne der <em>S</em>&<em>P</em>-<em>500</em>-Unternehmen um 11 Prozent, die des MSCI Europe ex-UK-Index um 6 Prozent und die des FTSE All-Share-Index um 7 Prozent steigen. Diesen Gewinnprognosen liegt die Erwartung zugrunde, dass sich sowohl der Umsatz als auch die Margen verbessern werden.",
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"highlight": "Für Unternehmen im <em>S</em>&<em>P</em> <em>500</em> Index war auch Trumps „Tax Cuts and Jobs Act“ aus dem Jahr 2017 hilfreich, da dieser die US-Unternehmenssteuern deutlich senkte.\n\nIn jüngerer Zeit wurden die Margen durch einen Nachfrageboom in Folge der Pandemie gepusht.",
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"title": "US IPO Weekly Recap: IPO Pipeline Adds Another Sizable Name Amid More Small Listings",
"description": "This week's US IPO recap covers another sizable name amid more small listings. Click here to read more.",
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"snippet": "2d illustrations and photos\n\nJust one small IPO priced this past week, joined by one SPAC that began trading. Three IPOs joined the pipeline, including one that...",
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"highlight": "As of 12/7/2023, the Renaissance IPO Index was up 38.7% year-to-date, while the <em>S</em>&<em>P</em> <em>500</em> was up 21.3%. Renaissance Capital's IPO ETF tracks the index, and top ETF holdings include Airbnb and Kenvue. The Renaissance International IPO Index was down 19.2% year-to-date, while the ACWX was up 10.5%.",
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{
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"title": "Better Dividend ETF For December 2023: SCHD Or JEPI? (NYSEARCA:SCHD)",
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"snippet": "AscentXmedia\n\nDividend investing is a compelling way to compound wealth over the long term for several reasons:\n\nIt provides a consistent and often growing inco...",
"url": "https://seekingalpha.com/article/4657020-better-dividend-etf-december-2023-schd-jepi",
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"highlight": "The Current Macro Environment\n\nAs we head towards the end of 2023 and begin looking towards 2024, the dominant macroeconomic stories are a decline in inflation, slowing economic activity, expectations of future interest rate cuts, simmering geopolitical tensions around the world, and fairly bloated valuations in major indexes such as the <em>S</em>&<em>P</em> <em>500</em> (SPY",
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"highlight": "Against this backdrop of uncertainty and potential recession, major market indexes look overvalued relative to historical norms according to leading valuation models such as the Buffett Indicator, the Price/Earnings Ratio Model, and the <em>S</em>&<em>P</em> <em>500</em> Mean Reversion Model.",
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"highlight": "SCHD Stock vs JEPI Stock: Total Return Track Record\n\nAs the chart below illustrates, SCHD has meaningfully outperformed JEPI since JEPI went public:\n\nData by YCharts\n\nMoreover, SCHD has delivered respectable long-term total return performance relative to the <em>S</em>&<em>P</em> <em>500</em> (SPY) and in fact has outperformed it slightly until the huge artificial intelligence",
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"title": "Robinhood tops financial gainers, RenaissanceRe falls the most: Weekly roundup",
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"snippet": "Financial stocks slipped this past week as a better-than-forecast nonfarm payrolls report knocked some sense into traders' notion that the Federal Reserve's hig...",
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"highlight": "The <em>S</em>&<em>P</em> <em>500</em>, by contrast, edged up 0.2%.\n\nRobinhood Markets (NASDAQ:HOOD) rose the most of any financial stock, (with market cap $2B+) this week, surging 25.9%, as the rally in bitcoin (BTC-USD) reflected positively on the purportedly third-largest bitcoin holder.",
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"title": "Inflation and the Fed, and two portfolio earnings hold the keys to the market in the week ahead",
"description": "Friday's rally pushed the S&P 500 to a new 2023 high. Looking ahead, it's all about earnings and the economy.",
"keywords": "Costco Wholesale Corp, Oracle Corp, Club Week In Review, Jim Cramer, Investment strategy, Markets, Breaking News: Markets, Prices, Economic events, Advanced Micro Devices Inc, Alphabet Inc, S&P 500 Index, Dow Jones Industrial Average, NASDAQ Composite, business news",
"snippet": "Tech was back this week as Advanced Micro Devices unveiled its newest artificial intelligence chip and Alphabet released its latest AI model . Friday's rally pu...",
"url": "https://www.cnbc.com/2023/12/09/inflation-and-portfolio-earnings-hold-the-keys-to-the-market-in-the-week-ahead.html",
"image_url": "https://image.cnbcfm.com/api/v1/image/107343332-1701793794026-gettyimages-1538598705-usstocksendedhigher002.jpeg?v=1701794075&w=1920&h=1080",
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"highlight": "Friday's rally pushed the <em>S</em> & <em>P</em> <em>500</em> to a new 2023 high as the broad market index, the Dow and the Nasdaq all extended their weekly winning streaks to six straight. Last week, we saw what looked to be the beginning of a rotation out of tech. However, we weren't quite convinced it would be sustainable.",
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"highlight": "After the close on Friday, the <em>S</em> & <em>P</em> <em>500</em> Short Range Oscillator moved out of an overbought condition to a more neutral market. Monday, Dec. 11 After the bell earnings: Oracle (ORCL) , Casey's General Stores (CASY) Tuesday, Dec. 12 8:30 a.m.",
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