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alpha

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Everything posted by alpha

  1. Video of today's Netjets crash, I believe it was the company's first fatality. https://www.cnn.com/2026/06/17/us/plane-crash-laredo-texas-highway-hnk
  2. 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/
  3. 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/
  4. BNSF received green light for more automation: https://apnews.com/article/automated-railroad-track-inspections-waiver-derailments-fra-d3c4b0f313585303e305e84fb4c03aef
  5. gfp should be on stage at next years annual meeting to answer shareholder questions
  6. 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.
  7. https://www.wsj.com/business/warren-buffett-berkshire-hathaway-forest-river-rv-713259c6
  8. I am not sure that's a bullish indicator...
  9. 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/
  10. 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/
  11. 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
  12. 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
  13. So the markets are up based on news of 125% tariffs on China... unreal
  14. This is like living in that movie Idiocracy
  15. 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/
  16. FT wrote about Precision Cast Parts valuation, disappointed Buffett didn't have much to say when asked to comment. https://www.ft.com/content/6dbdec34-b2f8-4e9c-8b31-ac008211d4cd
  17. It seems like Murdoch owned media combined with twitter has created a self-validating alternate reality for these people to live in. And in what could be an indication the situation won't be improving anytime soon; Timothy Snyder, Marci Shore, and Jason Stanley all announced they are leaving the USA today.
  18. I don't think so. The FT has a good article arguing the the republican party values have basically shifted away from western democratic values. If USA was just trying to scare their partners they wouldn't be disabling F16 EW and revoking Ukraine refugee status, etc... https://www.ft.com/content/3046013f-da85-4987-92a5-4a9e3008a9e1
  19. Really? Trump sure doesn't seem to object when his boss comes into his office ignoring dress code and ruining his photops! I wonder why he isn't held to the same high standard?
  20. Ugh if I remember correctly Norway based their system on Alberta's but Albertans voted in a new govt that gutted it for special interests while Norway maintained theirs.
  21. Pilot is closing is oil trading unit: https://www.reuters.com/business/energy/warren-buffetts-pilot-co-shuts-oil-trading-business-sources-say-2025-01-21/
  22. NY fined Geico for data breach: https://www.reuters.com/business/finance/new-york-fines-geico-98-million-over-data-breach-2024-11-25/ Looks like your personal driver info is worth about $84
  23. Looks like Warren is still bullish on Japan https://www.reuters.com/markets/us/berkshire-hathaway-raises-19-bln-bond-deal-term-sheet-shows-2024-10-10/
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