Berkshire Hathaway | E-Morning Coffee

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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Sep 16 min read

Week ended August 30, 2024

Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better

tim@emorningcoffee.com

Feb 279 min read

Berkshire Hathaway: 2023 results and the path forward

Berkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.

tim@emorningcoffee.com

Dec 2, 20238 min read

Week 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.com

May 8, 20236 min read

Take 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.com

Feb 27, 20236 min read

Stock 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!

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