Leaderboard

Popular Content

Showing content with the highest reputation on 01/27/2025 in all areas

Fairfax stock positions

Thanks for the numbers Viking. my spidey senses feel that Bradstreet sold short duration and went long duration in the fourth quarter and is continuing to do so now. Because it’s what I have been looking at. Long bond yields (UST’s) have peaked in my opinion. That’s where the money is….stabilizes operating earnings for decades.
- January 27
1 point
Fairfax stock positions

It’s all relative but it wasn’t hard was it? That’s also why they agreed to a 6 month lock up.
- January 27
1 point