Xerxes

just like the China tariff that Trump put, everybody moaned and complained, and then Biden just kept … These new “loosened” restrictions by Biden will be kept by Trump, as part of him driving up his negotiating position with Kremlin. Need to go hard before going for a talk. And better that it is done by Biden than Trump, leaving the latter in position of leverage. It is all part of Art of the Deal. Who knew how impactful that book would be

It is hard to remember but +5 years ago Flatt and team were “press shy” as well. The fact that the Apollo’ CEO is doing interviews these past few years, is a clear indication that they do not want to be press shy. you know who is actually press-shy, Prem Watsa.

I had sold all of my ETH this past Monday. I am going convert those ETH digital trinkets into house appliances with utility value. My gain was 75% (close to S&P) and mostly bought in 2021. Not traded since till this past Monday.

for your entertainment: The former bond king on Gundlach, at mark 40 min.

Don’t hard on yourself folks, you can always partially fix the issue by submitting a proposal to Sanjeev to rename to forum to “Corner of Berkshire, Fairfax and Bitcoin”

Hilarious

@Sweet Once you change your password and passed your current concern, going forward use only your cellphone to log in with the new email, I think your banking account would be linked to your physical device, which checks you are who you say you are every time you log in. Also why is your email linked as a log in to your banking account. Your card number should be. Even if the person has your email, they need your card number to know your log in info, let alone the password and passkeys.

On EXOR and Ferrari, isn’t Ferrari issuing shares anti-thesis to the scarcity of their formidable brand and their commanding position.

I still remember the Stone Age of bitcoin, like it was yesterday. It was circa 2013 I think, the topic was bank run in Cyprus, oligarch money and a spike on Bitcoin.

From few years ago … hope he kept it for his sake. not that any of it makes sense.

well done @james22 happy it worked out for you.

Here is a topic that is actually related to Trump trade: about the new cowboy in charge of national security. Dude’ wife is VP at TC Energy. Don’t know what it means for that name or South Bow. But just thought about posting. https://www.cbc.ca/amp/1.7380755 His other Canadian connection: pipeline business His wife, Julia Nesheiwat, is a vice president for Calgary-based TC Energy Corp.; it's the energy company formerly known as TransCanada, builder of the ill-fated Keystone XL oil pipeline.

^^^^ nailed it didn’t I ?

I don’t think James made a shit ton of cash. Rather the dollar devalued by a shitton in Bitcoin terms.

I read Elon Musk was also on that call. Allegedly.

steps were taken in the past few years to ensure that a president on its own cannot withdraw from NATO. It needs congress if I remember correctly. these steps would not have been put in place if the threat was not real. John Bolton says that Trump sees the war as “Biden’s war” and wants to start his first day with a clean slate.

Any offer for the remaining 70% would have always been subject to regulatory approval. It is no different than had he owned none of it, and than made an offer. Like he did with Allenghany. Berkshire owns 30% or so; enough to have influence to block any major making a move toward it, for 3 years now. Maybe that was the reason for the passive stake.

Blasphemy ! How dare King of SPACs issue excommunication ? Only Bloomstran is allowed to excommunicate newpapers and magazines

On the overall need of growing the infrastructure … (I.e MRO) Last two paragraph on Bengaluru

Buffett had said on record that he has no interest in Occidental. Yet given his view on inflation and the significance amount of liquidation of Apple and Bank of America positions, the pausing of the passive weekly purchases of Occidental, it is possible that Occidental may indeed the target. The M&A activity should be picking up across the board with the new regime in Washington.

If U.S. actually withdraws from NATO (as far fetched as it sounds now), can that be catalyst which makes it “ok” for Ukraine to join NATO from Kremlin point of view, and stop this nonsense.

Spek, I am fairly certain total global crude production is around 100 mbpd not 82. Also your analysis assumes no demand destruction in case of unthinkable land invasion of Taiwan, given how critical it is to global supply chain.

Word on the street is that while in 2017 there was a couple of years of honeymoon, between tax cuts and tariffs, no such luck this time around. it will come fast