Becker Private Equity & Business

In this episode Scott discusses:

The major indexes fell yesterday with the Dow falling more on a percentage basis than the S&P and Nasdaq.

The indexes all point up today.

The ten year treasury yield opens at around 1.6 today.

Visa shares fell nearly five percent on news that Amazon would not take UK visa.

Target shares dropped nearly five percent.

Apollo will make a nearly 70 percent annualized rate of return on its investment in Hertz.

Thrilled to pass four million downloads of the Becker's Healthcare podcast this past week.

The jury is still out in the Rittenhouse trial.

Overdose deaths including opioid deaths exceeded 100,000 in the last 12 months.

In this episode Scott Becker shares takeaways from his conversation today with President Bill Clinton.

In this episode Scott discusses:

The major indexes again finished higher yesterday.

The S&P 500 is up 25 percent year to date.

The indexes hover around even to start this am.

Inflation, Covid in Europe, and debt & real estate problems in China are top of mind for investment strategists.

Home Depot sales rose 5.7% on higher sales.

Thrilled yesterday to visit with President George and Laura Bush at the Becker's Healthcare CEO + CFO RoundTable.

Walmart shares fell nearly 3 percent despite rising sales and telling analysts they are well stocked for the holiday season.

Peloton shares rose 15.5 percent and it announced a new stock offering.

CalPERS is the nation's largest pension fund with $495 billion in assets.

It looks at a 20-year time line on return for its assets and projects it needs a 7 percent annual return to make that work but that it's current asset mix would produce a 6.2 percent return.

Thus, it is modifying its asset mix to try and meet its target.

It is increasing its target for PE to 13 percent from 8 percent.

It is also adding an allocation of 5 percent of private debt.

Finally, it is also borrowing $25 billion at what it hopes are low rates to invest for higher returns.

In this episode Scott discusses:

The major indexes finished lower yesterday.

The 10 year treasury yield rose and will open at 1.6230.

Dollar Tree rose nearly 15 percent yesterday.

Boeing rose 5.5 percent on good news on the orders front.

Casper Sleep rose 88 percent on takeover news.

Tyson Foods revenue rose to $12.8 billion for the quarter and profits more than doubled to $1.36 billion.

In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.

In this episode Scott discusses:

Futures point up after the indexes closed higher on Friday.

The 10 year treasury yield opens at close to 1.58 percent.

COVID-19 cases are rising in the US with cases back up to around 80,000 a day.

Brian Sozziwrites "Inflation will be stalking your wallet for some time to come".

Airbus is saying deliveries are about three years out for their most popular jets.

International enrollment at US colleges is expected to be up this year.

Japan's economy shrank in the last quarter.

In this episode Scott discusses:

The stock market is up today

Job openings still way up.

More people are quitting the workforce.

Rick Kes shares 4 trends that he is following.

In this episode Scott Becker discusses business strategy insights from Jack Welch, Jim Collins, Michael Porter, and Peter Drucker.

In this episode Scott Becker discusses the envy and jealousy in the current economy.