Market -- November 28, 2023

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