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.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!
tim@emorningcoffee.comFeb 11, 20234 min readWEEKLY: Fed walks back risk marketsFed-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.comFeb 8, 20235 min readEarnings (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!
