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.

Here was part 1. 

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Coal Miners: By Now You Could Be Coding

Link here to The WSJ. 

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.

Link here to The WSJ. 

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." 

Link here.

 

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Just In Time
For Those Celebrating A Birthday Today

Link here.

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Programming Note

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