Berkshire Hathaway and the Coronavirus Crash

Berkshire Hathaway is often referred to as a “fortress” due to Warren Buffett’s obsession with maintaining a massive margin of safety. With $125 billion of cash on hand as of December 31, 2019, there is no doubt that the company

The Surreal Weekend

The world has changed over the past few weeks in ways that are likely to leave lasting scars for years to come. In the United States, the atmosphere can only be described as surreal. The Coronavirus pandemic has almost completely

Thoughts on the Coronavirus Correction

Financial markets have finally come to the realization that Coronavirus is a story that is not going away anytime soon. As long as the virus was confined mostly to China and other cases could be readily explained, markets in the

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