alpha

Pilot announced a deal with Tesla to install EV charger infrastructure at some of its travel centres to support electric semi trucks. https://newsroom.pilotcompany.com/pilot-partners-with-tesla-on-semi-charger-network-for-fleets/

Howard was helping evacuate civilians in Ukraine recently: https://kyivindependent.com/philanthropist-howard-buffett-travels-to-kupiansk-suburb-in-kharkiv-oblast-to-help-evacuate-civilians/

BNSF received green light for more automation: https://apnews.com/article/automated-railroad-track-inspections-waiver-derailments-fra-d3c4b0f313585303e305e84fb4c03aef

gfp should be on stage at next years annual meeting to answer shareholder questions

FT recently did an interview with Jean-Philippe Bouchaud who is a big proponent of that paper. I think he wrote a paper last year that claimed 500mil per day is reallocated as a result of self-inflated ETF flows alone.

https://www.wsj.com/business/warren-buffett-berkshire-hathaway-forest-river-rv-713259c6

I am not sure that's a bullish indicator...

There could be some significant tax changes coming for Canadian investors, it's hard to believe this is getting any traction from Republicans. https://www.theglobeandmail.com/business/article-proposed-republican-tax-change-would-lead-to-spike-in-costs-for/

And now Canada and Mexico are excluded from today's 10% tariff (or at least Canada is) https://www.theglobeandmail.com/politics/article-canada-will-not-be-subject-to-new-10-tariff-says-ambassador-to-us/

Same reason Delta pulled guidance but is up 23% in a day, it might be related to retail investors losing 25bn on leveraged ETFs alone last week

So China at 125%, all others 10% for 90 days, except Mexico and Canada which get an additional 10% on top of their existing tariffs....... https://www.nytimes.com/live/2025/04/08/business/trump-tariffs-china-stock-market#df467314-c135-5297-bb7d-f23f99b1ca79

So the markets are up based on news of 125% tariffs on China... unreal

This is like living in that movie Idiocracy

Retail investors don't seem to be scared yet! https://www.reuters.com/markets/retail-bought-stocks-largest-level-over-past-decade-jpmorgan-says-2025-04-04/