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Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up

Inflection Point

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What Investors Want to See in a Company Is Return Capital to Investors

Facebook's stock price jumped 20% after the company reported better-than-expected earnings. Warren Buffett, who owns a large stake in Facebook, said he would buy more shares if they increased their shareholder return program. This kind of slots into the bigger narrative of these tech giants transitioning from investors demanding growth at all costs to, we want capital return to our pockets,. But that's what it looks like to me. It's just fake meat, right? You shouldn't put it in your body.

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