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Bill Stone Profile
Bill Stone

@ewstone

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Following
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Chief Investment Officer of The Glenview Trust Company | @Forbes Contributor |"Man muss immer umkehren" - Carl Gustav Jacob Jacobi

USA
Joined April 2009
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@ewstone
Bill Stone
5 years
I did my 28 miles for March for the Fallen to honor Staff Sgt. Louis Cardin who died in Iraq making sure others made it to safety. https://t.co/Fg5Ib4xbUl #MFTF #mftfphilly
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@ewstone
Bill Stone
1 day
Geopolitical risk is showing up where it usually does first: oil prices. In my latest article, I break down how the Iran conflict is influencing energy markets and why the implications extend to inflation, Fed policy, and investor risk. đź”— https://t.co/1F7Hxl1Qf2
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@ewstone
Bill Stone
7 days
Good discussion with @joshuahlipton on @YahooFinance covering Berkshire’s management transition and earnings. Greg Abel has a hard act to follow—but continuity and discipline still define the playbook. Thanks to Josh, Hayley Marks, and Daniel Nelson. https://t.co/qx3lgxL63t
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@ewstone
Bill Stone
8 days
Warren Buffett’s final quarter. Greg Abel’s debut. And $373B in cash. I wrote a new piece on Berkshire Hathaway’s Q4 2025, a quarter defined less by earnings and more by succession, discipline, and patience. This wasn’t a finale built on fireworks. It was built on durability.
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@ewstone
Bill Stone
8 days
Leadership transitions aren’t about bold moves on Day One. They’re about trust. Greg Abel’s first test at Berkshire was continuity, not change. Appreciate @CNBC and @YunLi626 for including my perspective. 🔗 https://t.co/r7P1fA7Wjx
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cnbc.com
Abel appears to have delivered the reassurance many shareholders were seeking at the outset of a new era.
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@ewstone
Bill Stone
15 days
Gold is often labeled the inflation hedge. History suggests otherwise—at least in the short term. In my latest piece, I explain why gold at record highs can disappoint as near‑term inflation protection, even while remaining a long‑term diversifier. 🔗 https://t.co/Ah29wVwX36
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@ewstone
Bill Stone
16 days
Great to join @ChannelNewsAsia Asia First to discuss the US GDP release and how markets are reacting to rising geopolitical risk around Iran. Thanks to @SarahCNA for the thoughtful discussion and Blanche Lim for making it all seamless. Our conversation is at the 17:50 mark.
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@ewstone
Bill Stone
20 days
Berkshire trimmed Apple again and bought The New York Times. That sounds dramatic—until you look closer. This Q4 13F was less about change and more about discipline, concentration, and succession. My breakdown 👇 https://t.co/akcM9UaVal
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@ewstone
Bill Stone
22 days
If you only watch the Magnificent 7 and the S&P 500, you’re missing the story. The median stock is rallying and Q4 earnings help explain why. I dig into the signal in my latest article👇 https://t.co/FQwQ5dpO7F
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@ewstone
Bill Stone
29 days
📊 Q4 earnings crushed expectations… but AI capex is rewriting the Big Tech narrative. Strong results today. Huge AI infrastructure bills tomorrow. Investor confidence caught somewhere in between. I break down what’s driving the earnings beats — and what’s clouding the outlook
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@ewstone
Bill Stone
1 month
Earnings season is revealing real shifts beneath the surface. In my latest article, I break down what’s driving tech leadership, what small‑cap and credit markets are signaling, and what investors should watch next. Read more here: https://t.co/Txf0BvMRVD #markets #investing
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@ewstone
Bill Stone
1 month
🔥 Earnings season is hitting full speed. This week, 103 S&P 500 companies report — and the spotlight is on the heavyweights: AAPL, MSFT, META, TSLA. In my latest piece, I break down: • Why mega‑cap tech will set the tone for 2026 • Why recession odds are rising (but credit
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@ewstone
Bill Stone
2 months
I'm looking forward to joining peers at the Wealth Partnership Spring Retreat, hosted by With Intelligence for two days of meaningful discussion around alternative investments, markets, and what’s ahead for the wealth management space. I'll be speaking about artificial
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@ewstone
Bill Stone
2 months
Honored to be quoted in @CNBC’s latest piece by @YunLi626 on Buffett’s 99% giving pledge and what it could mean for Berkshire’s future governance. A fascinating topic with big implications for investors. Thanks, Yun, for the thoughtful coverage. 🔗
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cnbc.com
Investors and analysts say the estate plan raises questions about how Berkshire will be governed once Buffett and his heirs' influence is diluted.
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@ewstone
Bill Stone
2 months
Q4 2025 bank earnings didn’t disappoint. The S&P 500 quietly beat expectations, the Magnificent 7 finally cooled off, and small caps stole the show. I broke down what mattered — and what investors should watch next — in my new article. 🔗 Read here: https://t.co/jKJmVuH7AI
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@ewstone
Bill Stone
2 months
Had a great time on @ChannelNewsAsia's Asia First diving into the latest market moves and what investors should keep an eye on regarding Federal Reserve independence, inflation, and the economy. Big thanks to @ElizabethNeoCNA for the sharp, engaging conversation. Always a
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@ewstone
Bill Stone
2 months
April showers… rate cuts? 🌧️ The Fed’s patience may last a little longer as inflation cools and the economy outperforms. Why April could be the turning point: 🔗 https://t.co/Vc97rVMXCJ #Fed #InterestRates #Inflation #Markets #CPI #Jobs
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@ewstone
Bill Stone
2 months
Honored to be quoted in @hgillers' @WSJ piece on Berkshire Hathaway’s leadership shift and Greg Abel’s historic CEO pay. Big changes ahead for an iconic company! Read more: https://t.co/nuCAaHrGKY #Leadership #Finance #BerkshireHathaway
wsj.com
Greg Abel’s $25 million salary is well above the median in total pay for big-company chiefs, though dozens of top CEOs earn more with stock and options awards.
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@ewstone
Bill Stone
2 months
The AI boom feels unstoppable—but history warns us about hype. What can the South Sea Bubble teach us about today’s innovation-driven markets? I break it down in my latest piece: https://t.co/zurTRmp9Qg #Investing #AI #MarketHistory
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