Is This The Last Hurrah? - Weekly Blog # 945

15.06.2026 10:35

A stark contrast exists in the current economic landscape, where a record-breaking SpaceX IPO coincided with historically low consumer sentiment and sluggish sales for non-AI companies.

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Buy 2 Value-Oriented Covered Call ETFs And Sleep Like A Baby

12.06.2026 09:15

Navigate today’s volatile market with low-beta, value-focused covered call ETFs built for defense and durable yields. Click here to read about two high-yield picks.

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We now live in a world of rolling bubbles,' says Macquarie Group

10.06.2026 10:45

The top 10 stocks in the U.S. are now around 45% of market capitalisation, says Macquarie group's Shvets. In a world where capital is abundant, and cannot be priced, he believes markets are now prone to 'rolling' bubbles - and the latest is AI.

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Bill Gates tells House panel 'I should have never met' with Jeffrey Epstein

10.06.2026 06:00

Gates reportedly prepared for his testimony with the help of Jake Greenberg, who previously was the Oversight committee's chief investigations counsel.

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Taylor Morrison: Berkshire Hathaway's Buyout Is A Win-Win

02.06.2026 08:50

Berkshire Hathaway acquires Taylor Morrison Home Corporation for $72.50/share cash, offering certainty amid housing volatility. Click for this TMHC update.

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The Best Yardstick

19.05.2026 03:20

In the stock market, there may be a lot of random walk along the way, but having a benchmark is indeed a decent barometer of how you are doing.

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Hamilton Lane Co-CEO: Wealthy consumers driving U.S. economy

14.05.2026 11:47

Hamilton Lane Co-CEO, Erik Hirsch discusses the outlook for U.S. inflation and growth, the tech sector, and private credit.

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Berkshire Hathaway: P/B Ratio Becomes More Important With The Leadership Transition

14.05.2026 09:35

Berkshire Hathaway enters the Greg Abel era as valuation refocuses on P/B ratio, insurance earnings, and a record $397B cash pile.

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Berkshire Hathaway: Be Patient Like Mr. Buffett And You Might Get A Chance To Buy At Book Value

10.05.2026 06:03

Berkshire is a hold at 1.4x book value as high cash levels and leadership shifts cap near-term gains. Find out why BRK.B stock is a hold.

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Greg Abel's Berkshire Hathaway: Efficiency Over Philosophy

08.05.2026 00:19

Berkshire Hathaway (BRK.B) is still a buy: Greg Abel boosts operating results, buybacks loom, and shares trade near 1.4x P/B. Read here for more details.

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Berkshire Hathaway - Keep Investing In Weakness

06.05.2026 11:48

Berkshire Hathaway (BRK.B) analysis: undervalued single-digit P/E, $35B+ operating earnings, huge cash/equity pile and disciplined capital allocation—read...

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Apollo CEO Rowan warns of market correction, slams ‘egregious’ practices at rival insurers

06.05.2026 11:48

Apollo CEO Marc Rowan warned that markets face an elevated risk of unexpected shocks, saying he is positioning the firm defensively for an expected correction.

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Occidental Petroleum Q1 2026: A Strong Quarter, But The Easy Money Trade Is Behind Us

06.05.2026 08:30

Occidental Petroleum (OXY) beat EPS and production but missed revenue and posted negative FCF; upside looks capped near $60.

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Berkshire Hathaway: Greg Abel's First Quarter Was Better Than The Headlines Made It Look

05.05.2026 08:30

I am bullish on Berkshire Hathaway (BRK.B) following a strong Q1 print and Greg Abel’s confident debut as CEO.

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Berkshire Hathaway Begins A New Era, Embracing AI Even As Buffett Keeps Swinging

03.05.2026 08:15

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School's Out... Forever

03.05.2026 00:30

A year ago today, after a five-hour Q&A session at Berkshire Hathaway’s 60th annual meeting, Warren Buffett decided it was time.

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Pilot CEO Adam Wright: Being more reliable is an important part of what we're focused on

01.05.2026 09:12

Pilot CEO Adam Wright joins 'Squawk Box' to discuss the company's facility enhancement project, state of the economy, providing value at the pump, and more.

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Berkshire CEO Greg Abel on risk management, Iran war impact and company stock portfolio

01.05.2026 07:41

Berkshire Hathaway CEO Greg Abel joins 'Squawk Box' to discuss the company's legacy of risk management, impact of the Middle East conflict, price inflation, the company's stock portfolio, and more.

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Berkshire CEO Greg Abel: Warren Buffet's commitment and deep understanding to company remains

01.05.2026 07:15

Berkshire Hathaway CEO Greg Abel joins 'Squawk Box' to discuss leading the 2026 Berkshire annual meeting, carrying on the legacy of Warren Buffett, impact of the Iran war on the company, and more.

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Barbara Goodstein: Greg Abel is showing real commitment by buying Berkshire stock

01.05.2026 06:59

Barbara Goodstein, Managing Partner of R360, says Berkshire’s succession under Greg Abel is strong, highlighting disciplined investing, patience with cash and confidence that leadership transition concerns are overblown.

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