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?
Thanks so much for the kind words! Much appreciated :)
That post doesn't ring a bell, but I'd love to read that, too. It sounds really interesting. I will ask about it in my newsletter on Friday and maybe some other reader will know more about it. Hopefully we can track it down that way. Thanks again!
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?
Thanks so much for the kind words! Much appreciated :)
That post doesn't ring a bell, but I'd love to read that, too. It sounds really interesting. I will ask about it in my newsletter on Friday and maybe some other reader will know more about it. Hopefully we can track it down that way. Thanks again!
Surprised to see SIRI as a new investment
Agreed. I'll have to do some research on the company because I'm not terribly familiar with it (even though I listen to SXM in the car).