Locator: 46196INV.
Early morning trading:
- BRK-B: down
- AAPL: up.
- MSFT: up.
- Boeing: looking great.
Talking heads on CNBC:
- yesterday
- asset manager said he would never have any one stock make up as much as 13% of his overall portfolio;
- didn't say what the upper limit was but I inferred 10%
- Buffett's equity portfolio: 50% in one company
- today
- expect a hard landing
- his definition of a recession: job loss -- that was it -- a recession was a job loss
- says unemployment now trending toward 1.5% and when "we" hit 1.5% there's no stopping 2.0%
- buy bonds
- during his remarks, Fed spokesman more bullish
- market turned solid green
Ten-year: 4.5% seems to be the number that "we're" supposed to watch
- today: below 4.4% and trending down
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Dividends
One can do the math.
1.25%.
Social media had a lot of negative comments. In fact, this suggests a very, very nice portfolio, certainly not 60/40.
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My First Car
Many years ago.
And still looks good.
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Starting To Look A Lot Like Christmas
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