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Market Trends

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Investing · Market Trends
Weekly Roundup: S&P 500 Valuation, T + 1
The S&P 500’s PE ratio seems high – but are US stocks actually cheap or expensive? And T + 1 trade settlement is here. Who wins and loses?
James Early · May 30, 2024 · 6 min read
Investing · Market Trends
Markel Group: A Baby Berkshire Hathaway
Markel’s is led by a world-class investor, has a Berkshire-like cult following, and a company culture second-to-none. So why can’t it beat the market?
James Early · May 30, 2024 · 8 min read
Investing · Market Trends
Lawrence Cunningham: Dean of Long Term Investors
Lawrence Cunningham’s wisdom on Markel and Berkshire Hathaway’s shareholder cultivation, ESG, social inflation, and more.
James Early · May 26, 2024 · 1 min read
Investing · Market Trends
Why Markel’s Shareholders Love It so Much
Markel is a cult stock that’s beloved of long-term shareholders. BBAE’s team shares in-person insights from the annual meeting that explain why.
James Early · May 26, 2024 · 1 min read
Investing · Market Trends
Do Calls to “Abolish the Fed” Actually Make Sense?
Legislation is again before Congress to nix the Federal Reserve. Anti-Fed efforts have never gotten far, but what’s the logic behind their argument?
James Early · May 26, 2024 · 1 min read
Investing · Market Trends
The Investor Who Won’t Sell Berkshire Hathaway or Markel
Warren Buffett said the best holding period is forever. Find out why Martin Wiegand takes that literally with his Markel and Berkshire Hathaway shares.
James Early · May 26, 2024 · 1 min read

Market Trends

Weekly Roundup: S&P 500 Valuation, T + 1

Markel Group: A Baby Berkshire Hathaway

Lawrence Cunningham: Dean of Long Term Investors

Why Markel’s Shareholders Love It so Much

Do Calls to “Abolish the Fed” Actually Make Sense?

The Investor Who Won’t Sell Berkshire Hathaway or Markel