 Quotes: Berkshire Hathaway vice chairman Charlie Munger dies at 99 For more information go to reuters.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no
 Bloomberg Businessweek Podcast Hosted by Matthew Palazola, Katherine Chiglinsky and Noah Buhayar Stocks mentioned: BRK  The information contained in this interview represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results.
 Bloomberg Surveillance Podcast Hosted by Carol Massar and Tim Stenovec Stocks mentioned: BRK  The information contained in this interview represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities
 Charlie Munger was a ‘Renaissance man’ For more information go to finance.yahoo.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results.
Estee Lauder, Canada Goose slash annual targets as China recovery drags By Ananya Mariam Rajesh and Aatrayee Chatterjee For more information go to reuters.com. Stocks mentioned: GOOS The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or
Amgen sales rise, but shares off as investors await obesity data By Deena Beasley For more information go to reuters.com. Stocks mentioned: AMGN The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
US Oil Dealmaking at Full Tilt as Chevron Agrees to Buy Hess By David Wethe, Kevin Crowley, Mitchell Ferman, and Kiel Porter For more information go to www.bloomberg.com. Stocks mentioned: CVX, XOM, COP, DVN The information contained in this article represents SCM’s opinions, and should
Energy Stocks Rise After Middle East Tensions Widen By Natalia Kniazhevich For more information go to www.bloomberg.com. Stocks mentioned: COP, OXY The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no
The strangest thing transpiring in the first nine months of 2023 is the level of short and long-term rates versus the long-term optimism of passive US stock market owners. As we write this, the 30-year Treasury is hitting 5% and US stock investors have not gone into a general panic. The bond market is feeling very uncomfortable, but bonds lose with inflation, right? […]
If you are a regular reader or have met with us in the last couple of years, you are aware that we have a very dour view of how the US stock market will be impacted by the unwinding of the financial euphoria episode which initially peaked in late 2021. […]
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