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Caomhnóir's avatar

First of all, thank you for sharing these posts. They are really useful!

As the most respected expert in all things Berkshire, you are my best chance of finding someone I have been looking for a long time. I remember reading a post not so long ago (can’t remember where) that analysed Berkshire’s exposure to long-term Treasuries since records exist and compared it to the prevailing interest rates at each time. This was an interesting read and would like to revisit it. However, I have failed miserably to find it. Would you, by any chance, know which article I am talking about and where to find it?

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Tom's avatar

Surprised to see SIRI as a new investment

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