Locator: 51360ARCHIVES.
Pageviews: the number of pageviews hit 81 million since inception -- was reached today, early afternoon, approximately 1:05 p.m CT.
Strait of Hormuz: won't re-open until US agrees to Iran's demands. My hunch: the Iranian spokesman (a top Iranian national security official) was talking to his base. The New York Times just calls them conditions, implying (?) that Iran had won the war. One wonders if the US has Iran right where they want them. Link here. Paraphrasing / my words:
- US military must depart the Gulf and areas surrounding Iran;
- US military must end naval blockade of Iran;
- pay war reparations; release frozen assets;
- end attacks on Iran and Iran's allies in the region.
Bessent: lost a lot of credibility this week when he suggested that the strait would likely be opened by Wednesday at the latest.
BRK: all things being equal, BRK-B should surge Monday.
Having said, it's now how much BRK "made" this past quarter; rather, it's how much BRK-B could have made, if a) they had not sold any AAPL shares; b) if they had bought into the AI revolution several years ago; c) if Geico had improved (GEICO reported a 45% decline in pre-tax underwriting profit down to approximately $1 billion -- although at $1 billion, Geico is but a rounding error for BRKA/B).
Top property insurers:
Texas: tech activity. See this post. Projects like this allow President Trump to take of global concerns.
Economy: analysts and experts are greatly under-estimating the economy and the strength of the consumer.
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Movie Today
Christopher Nolan's 2014 Interstellar.
Christopher Nolan, link here.
