Xerxes

so much for the long haul Altimeter sold off Uber. Don’t know if it all of it, but enough to mention it on CNBc

This is what we call Kremlinologist given the vast array of books behind her

I just heard that an ICBM was used. We call that signalling. And that the Kremlin press lady was told not to discuss it during the press conference. Odd

you forgot Israeli nuclear blackmail in the early 1970 (Yom Kipper War) to fast track weapon shipment out of U.S. on Putin change of doctrine. Of course is laughable, as it is just paperwork, but it is what we call signalling. There are red lines for public consumption, and there are actual red lines, where the cost of doing nothing overweighs the PR cost of breaking the multi-decade long nuclear taboo. Zelensky lobbed all kind hardware to Russian the moment he got permission from Biden. As any rational person would do who is fighting a total war. Some of that hardware had Ukrainian missiles but they also used ATACM. BUT Zelensky clearly chose to mention that they used ATACM and remove “tactical” ambiguity.

Did Biden authorize it as means to torpedo and burn bridges … or was it in cahoots with Trump, with the view that the latter needs to go tough before looking for settlement. we won’t know till Jan

it is now available on RBC

Her memoirs are set to be released on Nov 26 spread over a mighty 700 or so pages. I would be interested to read this sometimes in 2026. Not so much for the obvious stuff (Russia dossier) but the now forgotten early days in the 1990s. That Germany right after the fall of the Wall interest me. seeing that through a lifecycle of a politician career may be a good way to get that exposure. Also want to learn more about Schroeder and his motivation. That gentleman confuses me.

Thanks. your MSFT was very well timed. The bluest of the blue chips.

what are core anchors do you have ? if you don’t mind me asking I think StJoe was another .. others ?

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.