Pentagon Personnel Injured by Iranian Drone Attack on Hotel in Bahrain

Complete Q1 13-F Summary: The Fireworks In Berkshire's Post-Buffett Portfolio, And Everything Else Friday was the 15th of the month 45 days after quarter end, which means we got a flood of 13F reports indicating what asset managers were long as of March 31. We will do a summary recap below of all the biggest names, but as usual we start with Berkshire due to its traditional lack of turnover and corresponding price impact of the stock of new positions or liquidations. And we should underline "traditional" because in Berkshire's...

President Donald Trump said that he was an hour away from giving the military the order to restart the war before he was convinced to call off the attack.  “We were all set to go … It would have been happening right now,” Trump told reporters at the White House on Tuesday. The President added […]

Germany, France Hold Secret Talks On Continental Nuclear Shield In Pivot From US Has Europe really embarked on a nuclear reset, rethinking its US-led deterrent architecture? For the first time since the Cold War, major European capitals are openly debating the need for an independent nuclear deterrent - an emerging theme on clear display this week at the Munich Security Conference. We've reported before that the turning point came in March, when Washington temporarily halted battlefield intelligence sharing with Ukraine - a move that forced allies to confront the prospect that...