Berkshire Hathaway Annual Letter to Shareholders

 February 25, 2019 |Warren Buffett
Worth a read: http://www.berkshirehathaway.com/letters/2018ltr.pdf
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#MacroMemo February 11 - February 15, 2019 Business cycle | Event risks | U.S. politics

 February 15, 2019 |Eric Lascelles
Business cycle update: Our quarterly deep-dive into the U.S. business cycle reveals a familiar conclusion: “late cycle” – but with some fascinating developments on the periphery. As usual, many of the 17 inputs that go into our scorecard of the U.S. cycle...
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#MacroMemo January 28 - February 1,2019 | Shutdown | Boomerang effect | Data stew | Central banks | Cdn insolvencies

 February 05, 2019 |Eric Lascelles
Shutdown on hiatus: The U.S. government shutdown is now over, at least temporarily, after a record-setting 35 days of paralysis. The primary issue is not yet permanently resolved, however. In fact, it is not resolved at all. The announced three-week reprieve...
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