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Friday, May 7, 2021
BRK 2021 Annual Meeting
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So, like many of you, I watched the BRK annual meeting (replay) as usual. It was nice to have Ajit and Greg join Buffett and Munger on the s...
22 comments:
Wednesday, January 20, 2021
Happy New Year! Bubble Yet?
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What a year it's been. Crazy. And what a crazy year it already is so far. I haven't been posting much because there hasn't reall...
49 comments:
Wednesday, September 9, 2020
Sogo Shosha
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Not quite a whale, and pretty small investment, but interesting nonetheless. As usual, people are trying to read all sorts of things into th...
10 comments:
Thursday, August 20, 2020
Is Buffett Really Bearish?!
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So, with Buffett dumping airlines, JPM and not jumping into the markets in March, is he really all that bearish? His cash keeps piling up to...
22 comments:
Wednesday, August 19, 2020
Tsunami etc.
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Yes, it's a tsunami. Tsunami of liquidity. A fiscal tsunami. Both at the same time. People seem baffled at the strength of the stock mar...
9 comments:
Wednesday, May 20, 2020
Wow!
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It's been quite a few weeks since my last post. I haven't really changed my thoughts since then, but maybe the economic impact of th...
25 comments:
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