Nir Kaissar
@nirkaissar
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Columnist, @opinion. Founder, Unison Advisors. Hoosier. (KAY-sarr)
Washington, DC
Joined October 2015
My latest @opinion: Don't look to the S&P 500 for the impact of tariffs. The current composition of its most valuable 100 stocks, which make up about 75% of the index, is driven by increasing industry concentration and an overweight to tech, financials and health care. Many of these companies are not in the path of tariffs or have the pricing power to pass on higher costs to consumers (assuming consumers can absorb higher costs, an open question). The other roughly 3,900 US public companies don't have the same cover, but their fortunes will largely be ignored by the mighty S&P 500.
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RT @business: DeepSeek's emergence is a reminder that the outsized returns investors have enjoyed from quality stocks including Nvidia and…
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RT @dailychartbook: "Stock investors should pay more attention to valuations and less to interest rates." @nirkaissar
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RT @business: There's concern rising Treasury yields are an ominous sign for stocks, especially after the 10-year eclipsed the S&P 500's ea…
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Stock investors should pay more attention to earnings yields and less to interest rates. My latest @opinion.
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Get ready for new AI-driven investment products with big promises and high fees. It'll be a boon for Wall Street. Not so much for investors. My latest @opinion.
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RT @TheStalwart: ZIRP and “passive flows” are I think the two most overrated phenomena of the last 15 years. I think basically any story ab…
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RT @Levi__Adams: Lost in the "stock buybacks are bad because CEOs should reinvest in companies" debate is reinvesting is not usually the be…
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RT @economics: The fast-food icon’s tug of war with customers shows that the pain of a fresh bout of inflation won’t be felt by consumers a…
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If higher inflation follows deficits or tariffs, companies shouldn't assume consumers will pick up the tab, as McDonald's has discovered. My latest @opinion.
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Berkshire Hathaway's cash allocation is a window into what Warren Buffett thinks about future US stock returns. And the current allocation suggests he's bracing for a slowdown. My latest @opinion
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Keep an eye on the two-year Treasury yield. It’s likely to tell you more about where the Fed is headed than anything Powell says today. My latest @opinion.
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The Boeing labor dispute ended the only it could: With workers earning a living wage. What's the point of working otherwise? Expect more workers to ask their employers that question. My latest @opinion.
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Stocks don't care about politics, but they care a lot about profits, and Harris and Trump's tax proposals, if realized, will certainly impact companies' bottom lines. The question is how much, and what impact it could have on the broader stock market. My latest @opinion.
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Is this the long awaited recovery for Chinese stocks? (BlackRock expects 11.5% a year from Chinese stocks over the next 10 years, highest of its equity buckets by a wide margin.) I discuss with the great @shuli_ren. via @opinion
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RT @BloombergAsia: A sudden change in Beijing’s rhetoric has spurred a surge in Chinese stocks. @nirkaissar and @shuli_ren ask, can it last…
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RT @philmop: For @nirkaissar, it’s time to consider the real possibility that the stock market has become a dumping ground for businesses t…
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But there are plenty of high-quality bargains hiding among small-cap stocks.
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