Monday, August 14, 2023

Economy And Other Notes -- August 14, 2023

Locator: 45456ECON.

Updates

Church of Mormon's top ten holdings
: link here. Tech (5), oil, bank, healthcare. An incredibly interesting portfolio -- divinely inspired. 

First note regarding BRK's SEC form 13F filing: link here.
  • bough moret: BRK, OXY
  • bought, new holdings: three homebuilders, especially, Lennar
  • perhaps sold a bit: CVX; perhaps offset additional OXY;
  • more here;
Original Post

Pending: BRK's SEC Formm 13F filing. Pending. Link here for recent filings.


Tag: my favorite chart. 

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Americans Are Broke

Tell me again Americans are broke, part 2.  The Wall Street Journal. Yes, The WSJ.
  • Miami's mania: soccer ticket prices soar; bars are packed. Probably not Bud Lite.

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Coal Miners: By Now You Could Be Coding


Hey, maybe all that talk about an AI bubble isn't being hyped. Same link in case you skipped the time.

Netflix, Walmart paying $900,000 -- for coders -- not so much for "greeters." So easy, a cave man can do it. (With AI.) Same link in case you skipped the first two times.



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Real Estate

Wow, wow, wow -- now this is a buy. My hunch: it's worth a lot more than its posted selling price.

Now, this is a classy -- and classic -- house.


Can you imagine selling this house and moving out to Hollywood? 


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Retiring On One Million Dollars

Another such article, but one of the few that actually seems "honest." 

 
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Just In Time
For Those Celebrating A Birthday Today


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Programming Note

I'm going to stop here for awhile. I have a big piece on "chips" coming up.

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