Warren Buffett’s Berkshire Hathaway recently hosted its 2024 annual meeting in Omaha, Nebraska. The BBAE team was on the ground in Omaha, capturing extensive video coverage. This post provides a…
Cooling job market boosts stocks by making Fed cuts likely, Berkshire Hathaway’s 2024 meeting, and Sam Bankman-Fried’s FTX will repay creditors with interest.
Vitaliy Katsenelson of Investment Management Associates has a lot to say – about Warren Buffett, about AI investing, and about life in general.
Gary Dvorchak of The Blueshirt Group knows the IPO market and shares why he’s bet big time on an IoT company called Tuya.
BBAE CIO James Early and analyst Shaoping Huang share their Berkshire Hathaway 2024 report from Warren Buffett’s home city of Omaha.
Whitney Tilson, the world’s top Berkshire Hathaway expert, shares his thoughts with BBAE CIO James Early on Berkshire’s 2024 annual meeting.
US GDP growth is better than it seems. TikTok’s loss is a surprisingly small gain for Meta, and is AI a good thing or a bad thing for Meta’s results?
James unpacks the Fed’s “higher for longer” rate plan, the healthy US consumer, bitcoin’s stumble, and shares a stock from BBAE’s screens.
The Rise and Brutal Fall of EV Stocks: What’s Next? Since the start of 2024, EV stock prices have sharply declined, led by Rivian, which has seen a drop of…
Stock Market Nerd Macro – March 16, 2024 Inflation Data: Inflation data continues to moderately heat up a bit. I would need to see this persist for a few more…
Do P/E ratios mean-revert? James walks through the evidence and explains why the most accurate answer may be: sometimes.
US banks – especially smaller ones – have taken a beating. James explores the case for bargain hunting, as well as for running for the hills.