Ulti

posted under "death" thread .... actually a very good interview

Slightly off topic https://www.cnbc.com/2023/05/18/sam-zell-billionaire-real-estate-investor-dies-.html bummer I just listened to a recent interview

adding to BTI

https://podcasts.apple.com/us/podcast/michael-pettis-chinas-economic-growth-model-is-dying/id1592743188?i=1000612158620 interesting take on the current Chinese economic model\economy and where it is heading

https://www.wsj.com/articles/pollution-reveals-what-russian-statistics-obscure-industrial-decline-cdd7103e?st=gneo3alxk1699hm&reflink=desktopwebshare_permalink Dont know if its been posted but interesting view

https://www.berkshirehathaway.com/meet01/visguide2023.pdf Didnt know I could shop from home all week...or am i misreading?

https://www.bizjournals.com/atlanta/news/2023/05/04/banking-chris-marinac-small-business-lending.html local lending in Atl “ more of a hassle “

https://iamhome.libsyn.com/todd-combs-meeting-munger-buffett-and-joining-berkshire havn't listened to yet but a new interview with Todd Combs

https://www.noahpinion.blog/p/herecomesindia

https://bilello.blog/2023/the-week-in-charts-5-2-23 nice review of a variety of things Banking housing Meta etc in charts

Makes you kinda realize how off the deep end the left and right are in this country

https://www.nytimes.com/2023/05/02/opinion/warren-buffett-berkshire-hathaway-social-governance.html excellent op Ed by Roger Lowenstein abou buffet and new age esg movement

https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489 Interview about Berkshire with Chris Bloomstran

https://www.nmhc.org/news/press-release/2023/apartment-market-continues-to-loosen-transactions-pull-back-further-amidst-economic-uncertainty/

https://www.cnbc.com/video/2023/04/27/the-story-around-commercial-real-estate-isnt-what-people-think-says-cbre-ceo-bob-sulentic.html Maybe worries are overblown?

https://www.goldmansachs.com/insights/pages/offices-in-major-us-cities-are-the-most-at-risk-in-commercial-real-estate.html

And dont forget , currently approx 20% BRK

There's been a lot of discussion about the possibility of "de-dollarization," or the idea that the world could move away from using the dollar as the de facto global reserve currency. Some of this desire makes sense. Not only has the Federal Reserve been hiking rates at the fastest pace in decades, which puts economic pressure on other countries through links to the dollar and US trade, but sanctions imposed on Russia have also made some nations more wary of relying on US financial assets and infrastructure. And in BRICS countries (Brazil, Russia, India, China and South Africa), there seems to be growing appetite to usurp the dollar’s hegemony. Of course, we've seen this kind of talk before, yet there has been little change to the dollar's special role. So is it different this time? On this episode, we speak with Paul McNamara, an investment director at GAM and a veteran of emerging markets, about what's driving this renewed clamor for de-dollarization. https://podcasts.apple.com/us/podcast/why-the-desire-to-move-away-from-the-dollar-is-getting-real/id1056200096?i=1000610831561 Interesting take on how difficult it would be for china to obtain reserve currency status among other things

https://markethuddle.com/podcast/the-convenient-recession-guest-vincent-deluard/ Interesting take, listened to the 1st hour. He looks at the global macro... Sees current positive growth in Europe and asia. Measures things like income tax reciepts, state coffers in 2023 to conclude no recession this year...

https://www.costar.com/article/2038198136/blackstone-raises-304-billion-for-largest-ever-real-estate-drawdown-fund Gearing up

https://www.wsj.com/articles/miami-housing-market-cools-but-is-still-the-hottest-around-3928727a Go Miami

https://www.foreignaffairs.com/ukraine/russia-richard-haass-west-battlefield-negotiations good article on possible endgame

https://podcasts.apple.com/us/podcast/lessons-from-silicon-valley-bank/id1521551570?i=1000609347904 I like howard marks memo's ... Last 5 minute discusses CRE's and commercial bank exposure