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Berkshire's Operating Profit Is the Real Read on the Economy
The big Monday headline is Berkshire Hathaway reporting earnings and being a net buyer of stocks, with oil green and the market still climbing a wall of worry over Iran and the Strait of Hormuz. The point of my weekend post is that Berkshire's operating businesses are the real read on the economy, not the flashy stuff.
Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in…
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