S&P 500

“According to Bloomberg, as of Wednesday, Netflix was the worst performing S&P 500 so far in twenty-twenty-two.”

“When you add those three things together, You do need to get paid basically in the low to mid-twenties returns to be justified. Otherwise, you are much better off just owning the S&P 500.”

“You're going to end up waiting a long time to get your money back. You're going to be locked up and a top performing fund is returning two and a half X after 15 years, which is not much better than kind of investing in the S&P where you could sell that anytime…”

“You know, I actually think we're probably close to a near bottom ish here, 3800 ish in the S&P 500.”

“From 19 or from 2018 up until about Q four of last year, there was a .92 correlation between that and the S&P 500 going up.”

“At the end of last year, a quarter of every S&P dollar was crowded in those names, a quarter.”

“The percentage of the, of these companies as a percentage of the S and P is now, you know, off by 500 basis points. It's down to 20%.”

“And so right now we have the worst earning situation. So the worst gap between what we are telling people versus what is actually in the bank account that we've had for 30 years since 1990.”

“I think that the S and P four, 93 had a 12% gain this year, which isn't bad, but it was dwarfed by the mean interest in seven, which was almost 80%.”

“The average is about 43% over the last, kind of, 25 years, except in two years”

“The Magate representation on the S&P 500 shrinks below 30%.”

“If in 1971, which was the year that we went off the gold standard in the United States, if we invested the Social Security Trust Fund in the S&P, the balance of the Social Security Trust Fund today would be 15 trillion dollars.”

“60% of a middle-class household's net worth is in their home. Only 10, 10% of their net worth is in owning the S&P 500 in, in index funds or whatever in their retirement accounts.”

“I think that if Powell starts an aggressive cutting program, either because he has to, or because he's trying to keep his job. I mean, man, you could see the S&P at 7000. Very quickly.”

“60, 70% of all S&P 500 gains are happening in the Magnificent Seven.”

“I think this maybe is just the more simple view of things, which is Trump's weather vane is a stock market. Like we see vol is up. We see the VIX is really high, but you know what? The S and P is trading in this band. That's actually fairly tight, given the cr…”