Friday, October 2, 2026

Themes -- 2026 -- Mid-Day Update -- October 2, 2026

Locator: 51858ARCHIVES.

2026: year of energy.

2027: year of chatbots -- Anthropic, OpenAI

2028: year of the grid. 

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BRK-B

Never mentioned on CNBC except with Becky Quick

Today, one talking head is bullish on BRK. Considers it a defensive stock. I no longer really know what it means to say something is a "defensive stock," not the Wall Street definition but what the term means to me.