stock buybacks | 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

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

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!

tim@emorningcoffee.com

Feb 11, 20234 min read

WEEKLY: Fed walks back risk markets

Fed-speak undid the bond market as yields rose 20bps across the curve. NASDAQ paid the price. Oil sharply high, USD stable. FTSE 100 up.

tim@emorningcoffee.com

Feb 8, 20235 min read

Earnings (so far): good or bad?

Earnings for S&P 500 companies have been "better-than-expected" so far. Does this tell the whole story? Stocks are ripping anyway!

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