tim@emorningcoffee.comSep 16 min readWeek ended August 30, 2024Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
tim@emorningcoffee.comFeb 279 min readBerkshire Hathaway: 2023 results and the path forwardBerkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.
tim@emorningcoffee.comDec 2, 20238 min readWeek ended Dec 1, 2023: all systems go (for now)There was enough sad news this week, but it certainly didn’t make a dent in sentiment as stocks and bonds continue to rally hard.
tim@emorningcoffee.comMay 8, 20236 min readTake aways from Berkshire Hathaway’s 2023 shareholder meeting“What gives you opportunities is other people doing dumb things ... In the 58 years we’ve been running Berkshire, I would say there’s...
tim@emorningcoffee.comFeb 27, 20236 min readStock repurchases (thanks Mr Buffet)In his Letter to Shareholders, Mr Buffet raised the issue of the 1% excise tax on stock repurchases, a bad idea. I think he is right!
