Buffett began buying Apple in 2016.
Buffett operates with massive numbers. In total, he put US$41 billion into Apple.
By around early 2024, this stake had climbed to approximately US$180 billion. It was one of his greatest investments ever.
However, Buffett is selling his stake in Apple down. It’s now down to a third of what it was. Why might that be?
By Callum Newman,
You can be reasonably confident that the US share market isn’t going to collapse why this is going on.
Of course, the million-dollar question is whether Trump herds the cash cow of the American economy over a cliff somehow.
But, for now, at least, US stocks are pumping out profits…and US tech is at the forefront of the current surge in AI and space communications.
By Callum Newman,
Elon Musk is on the verge of winning a key US$2.4 BILLION contract from the US Government.
You’ve got to hand it to the man. He can make money like no one else in history.
What’s also unbelievable is that EVERYTHING I’m about to tell you is perfectly in accord with what my colleague James Altucher is saying in this presentation.
By Callum Newman,
You can’t really see it going off the ASX/200 index, but a wave of selling is washing through the market currently.
It’s been a tough week for a lot of stocks.
Any misses or disappointments from the latest batch of earnings releases are getting hammered.
However, these periods, while not much fun, are always instructive.
By Callum Newman,
Elon Musk’s next…and biggest…IPO is coming… I’m talking about SpaceX’s satellite internet business, Starlink.
There’s a lot in the press about this company finally going public soon. And how it could be the biggest share listing in history…overtaking the previous record-holder Saudi Aramco. But there’s something the mainstream doesn’t know…
By Callum Newman,
The ‘Muskonomy’ has existed for a long time. First, it was just in Elon Musk’s head. Then it was in startups that were barely surviving. Then it was in IPOs of companies that had no revenues. Then it was in companies that made him the richest man in the world. Now, it’s infiltrating the United States economy itself, through government culling.
NEXT…?
By Callum Newman,
Two of Fat Tail’s top traders are launching a new podcast. This is where we can get into the real nitty-gritty of what’s happening on the ASX…in gold and precious metals…the US…and whatever else we’re watching.
By Callum Newman,
This is why you simply have to look outside the Top 50 to generate some decent alpha in Australia.
If you’re happy taking a dividend and seeing your account not do much, sure, we could say that the so-called ASX ‘blue chips’ are at least sturdy.
But you might die of boredom in the meantime too. I have a better idea…
By Callum Newman,
That’s a very typical pattern across the market. A lot of stocks — especially small-cap stocks — got hammered in the bear market of 2022.
Now the market is chasing growth again and willing to bid on stocks that deliver.
That’s why I call the current dynamic the small-cap ‘resurrection’. It’s happening across dozens of stocks.
By Callum Newman,
We all know the biggest trend in the world right now is artificial intelligence (‘AI’).
What immediately follows on from this? Generally, it’s a comment that AI needs gargantuan amounts of power to run.
Should you be buying up oil, coal, uranium and renewable stocks as fast as you can? Well, we may be heading to that reality, but we’re not there yet.
By Callum Newman,
Investment ideas from the edge of the bell curve.
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