No. of Recommendations: 15
Any idea why WEB say “i can’t comment on the economy. I really can’t”?
Speculation:
Perhaps because the moving parts are currently inextricably tied to US policy, which is (a) shifting too rapidly to make plans/predictions and (b) too political to be safe to comment on publicly, one way or the other.
However, Berkshire has its fingers in a wide swath of the US economy. I imagine head office is getting some data about the economy being rather like a slowly (though only cyclically) sickening patient that has been given stimulants: some bright/exuberant spots on the surface, but a lot of small signs of encroaching weakness in the hinterlands. AI bros are doing better than dollar store clientele.
Jim
