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InsecurityAnalysis

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  1. Only other thing seen from my news feed was one downgrade from buy to hold. But nothing other than that...
  2. Wagner took Rostov overnight and in less than 24 hours have impressively made it half way to Moscow with a convoy. Seems like they're running along the main highway and avoiding the cities along the way altogether. If you're the Kremlin, you need to remain vigilant on the loyalty of the Russian military to face Wagner.
  3. https://oilprice.com/Energy/Energy-General/Oil-Prices-Climb-As-Saudi-Arabia-Goes-It-Alone-With-Additional-Cut.html Current OPEC+ production cut will go to end of year. Then in 2024, production will go down another 1.4M bpd. Saudi doing a voluntary cut in July of 1M bpd. Sounds like they could extend that to get the outcome they're looking for with prices. They called the additional cut “a Saudi lollipop" for the rest of OPEC+, since other members would not have to make deeper cuts to their production. Weird metaphor, but I get it.
  4. Just an anecdotal example. When we visit my wife's family in western France, we would always pick up baguettes on Wednesday for the daily special. Used to be 4 baguettes for the price of 3, but that's gone now. Family was pretty bitter about it, and they bring it up at any chance they get. From what I saw at the bakeries, baguettes were the traffic drivers and then folks would also pick up dessert or maybe breakfast for the morning. Now the bakery section at the groceries seemed to have taken more share, even with inferior products. Guess even the French have a breaking point when it comes to food.
  5. I'm pretty confident that whenever Buffett decides to leave BRK, it will be in good hands.
  6. I would think the European automakers, then Nestle and Anhauser come to mind.
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