Berkshire Hathaway's purchase of Treasury bills has been so aggressive ($158B at the end of Q1) that it now owns 3% of the entire bill market, according to an estimate from JPMorgan 🤯🤯🤯
Yun Li
2,846 posts
Yun Li
@YunLi626
New York, NY
Joined January 2015
- Charles Schwab could be headed for its worst day ever as fears of a banking crisis deepened Schwab is the 8th biggest U.S. bank by assets. Because of retail brokerage deposit model with ample liquidity, some analysts think it won’t face a run like SVB did cnbc.com/2023/03/13/cha…
- Warren Buffett's Berkshire Hathaway built a $4.1 billion new stake in Taiwan Semiconductor $TSM in Q3, making it the conglomerate's 10th biggest holding. cnbc.com/2022/11/14/buf…
- “In 2006, I pledged to distribute all of my Berkshire Hathaway shares – more than 99% of my net worth – to philanthropy. With today’s $4.1 billion distribution, I’m halfway there.”JUST IN: Warren Buffett gives away $4.1 billion worth of Berkshire shares to 5 foundations, and resigns as trustee at the Bill & Melinda Gates Foundation. cnb.cx/3qiz3JN
00:00 - David Einhorn warned of dangers for retail investors that he sees in the market, and one of his main examples was a tiny New Jersey deli with a market capitalization of more than $100 million. via @jesserpound
- The S&P 500 is up nearly 25% this year and history shows the market could have more room to run in 2020. Since 1928, when S&P 500 scored an annual gain of 25% or bigger, it has been positive in the following year 71% of the time with a 7% avg. gain. cnbc.com/2019/11/18/mar…
- GameStop is considering investing in bitcoin and other cryptocurrencies, according to 3 sources familiar with the matter $GME w/@FonrougeGab
- Warren Buffett’s first big semis investment in his career $TSM is essentially a bet on Apple’s future - Taiwan Semi is $AAPL exclusive chip supplier (~25% of revenue) - $TSM at record low valuation, pays 1.7% dividend (W/@DivesTech @ewstone ) cnbc.com/2022/11/19/buf…
00:00 - Toni Sacconaghi of Bernstein not pleased with $TSLA earnings call: "Answers to many questions on the earnings call were curt and almost dismissive, with CEO Musk instead repeatedly making very bold prognostications about Tesla's future and capabilities."
- Greenlight's David Einhorn is shorting $TSLA again, a filing showed. Einhorn was one of the most vocal Tesla bears on Wall Street at one time, calling the company's promises about autonomous vehicles "horse---t."
- The S&P 500 just doubled its level from its pandemic closing low. It took the market 354 trading days to get there, marking the fastest bull-market doubling off a bottom, according to a CNBC analysis of @SPGlobal data going back to WWII. w/@naterattner cnbc.com/2021/08/16/sp-…
- .@fundstrat says the pieces are falling into place for a risk-on rally that lifts everything @CNBCPro "Right things happening with US-10Y + VIX + Oil = confirming risk-on = everything rallies"
- “The final recessionary shoe has now fallen." The yield curve is steepening rapidly following the partial inversion, a sequence that could be the true sign of a recession, analysts warned 🚨 cnbc.com/2019/06/27/yie…
