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Complete Q1 13-F Summary: The Fireworks In Berkshire's Post-Buffett Portfolio, And Everything Else
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...
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Mar 31, 2026 / Dave DeCamp
Israeli Strikes on Gaza Kill Six, Including a Father and His Young Boy
Israeli strikes killed at least six Palestinians in Gaza on Tuesday, including a little boy and his father, health officials in the Strip told Reuters. The boy, Yahia al-Bayouk, and his father, Mahmoud, were killed by an Israeli airstrike in Khan Younis, southern Gaza. Photos and videos from the Nasser Hospital show Palestinians mourning the […]
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May 7, 2026 / Dave DeCamp
Israeli Attack in Gaza Kills Son of Hamas’s Lead Negotiator
Hamas confirmed on Thursday that the son of its leader and head negotiator was killed by an Israeli attack in Gaza as the IDF continues its daily violations of the US-backed Gaza ceasefire deal. Azzam al-Hayya, the 32-year-old son of Hamas leader Khalil al-Hayya, was wounded by an Israeli airstrike on Gaza City on Wednesday […]
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Feb 28, 2026 / Tyler Durden
We Didn't Just Get Expensive Electricity. We Built A System That Makes It Inevitable.
We Didn't Just Get Expensive Electricity. We Built A System That Makes It Inevitable.
Authored by William Murray via RealClearEnergy,
Most Americans don’t think about electricity until the monthly bill arrives.
It comes once a month, often quietly, but lately it’s landed like a thud. Heating your home now costs hundreds more a month than it did just a few years ago. You use the same appliances. You flip the same switches. Nothing in your daily life has changed – except the price.
Why?
When one looks inside the electricity system, the experience is...
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