Buybacks are surging, hitting over $815 billion this year!

Buybacks are surging, hitting over $815 billion this year!

Is this what is keeping the market up?


?? Learn: The number one reason the stock market is up?

What are stock buybacks? This is when public companies use their profits and excess cash to buy their own shares off the open market, and then cancel the stock.

  • Purpose: Boost the value of remaining shares and enhance performance metrics.
  • Shareholder Rewards: One of two primary ways to reward shareholders. The other is dividends – quarterly cash payouts per share.

Buybacks are surging to over $815 Billion this year:

Analysts often credit the rise in passive investing for market resilience. However, buybacks might be playing an even bigger role.

  • Passive Flows: $267 billion net inflows into passive domestic equity funds in 2023.
  • Buybacks: $815 billion used by S&P 500 companies for stock repurchases in the same year.

This certainly has an impact in keeping the market up. Goldman Sachs predicts S&P companies will spend over $1 Trillion on share repurchases in 2025.

Corporate profits have surged, especially in 2021, due to increased government spending related to COVID-19. This cycle continues: higher deficits lead to higher profits, which lead to more buybacks and inflated stock prices.

With the stock market at record highs, corporations are aggressively buying back stock. Some see this as confidence, while others see it as overestimating the sustainability of profits.

If deficit spending is a key to maintaining corporate profitability will this eventually be cut off?

We haven’t for over 20 years so keep the party going!


?? Chart: Life Expectancy vs. Health Spending

The U.S. Spends 12.6k per year with the lowest life expectancy. So for me, this must be on top of the $20,000 per year I spend on health insurance for my family.


?? Productivity: Eat a high protein, high healthy fats breakfast

Better Concentration: A study published in the "American Journal of Clinical Nutrition" found that consuming a high-protein breakfast improved cognitive performance and sustained attention in participants compared to a high-carb breakfast .

Better Brain Function: A study in the "Journal of Nutrition" demonstrated that a breakfast rich in proteins and healthy fats can positively affect brain function and mental clarity, contributing to improved focus and productivity .

Better Mood: The "British Journal of Nutrition" reported that individuals who regularly consume high-protein breakfasts experience improved mood and cognitive function over time, which can contribute to overall better performance and productivity.?


?? Concept: ??Match the type of assets you invest in to the type of expenses you will have in retirement

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Thank you for?reading!

Alex Armasu

Founder & CEO, Group 8 Security Solutions Inc. DBA Machine Learning Intelligence

4 个月

Good job!

Trudi Roth

Ghostwriter and marketing pro who translates your business vision into strategy and words. I help entrepreneurs and professionals succeed in the 2nd half of life.

4 个月

Yet another reason to look deeper into the numbers - the stock market tells lots of different stories, so it's crucial to look deeper. I love that insight and also the one about starting every day with an egg or cottage cheese - protein for the win!

Kelly Berry

Helping solopreneurs and small business owners find new ways to grow | Researcher | Futures Thinker | Facilitator supporting the Power of Peers | Avid Curler | Voracious Reader

4 个月

I agree that these buybacks are influencing the market and I am not really a fan, just as I am not a fan of using layoffs to increase stock prices (indirectly). Hence my passion for helping SMALL private businesses grow! Side note - I agree 100% with your breakfast productivity tip! I love to eat plain Greek yogurt mixed with fresh fruit and maybe a little granola for my breakfast! :)

Ahmed Rashed ??

??19M+ impression | Believer in Individuals with?a?Vision??? | Futurist | Tech Visionary |#1 Qatar Favikon LinkedIn | ?? Innovation Enthusiast - Angel Investor with a Passion for Innovation | ??

4 个月

??Interesting insights! It's clear that the surge in buybacks is playing a significant role in driving up the market. Buybacks not only reduce the number of shares available but also signal confidence from the management about future prospects. Also, those passive inflows add another layer to the upward momentum. It's always fascinating to see how different factors intertwine in the financial ecosystem. Keep up the great work with your weekly newsletter! ???? #InvestmentStrategies #StockMarketTrends #FinancialInsights

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