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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rogermunibond   😊 😞
Number: of 21943 
Subject: JGB yields moving up
Date: 11/19/25 1:37 PM
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No. of Recommendations: 4
https://archive.ph/tGRly

Japan’s borrowing costs at highest in decades on fears of public spending surge
‘Takaichi trade’ gears up as investors bet new government’s plans to boost economy will require big expansion in borrowing

Mr. Buffett's carry trade with sogo shosha (Japanese trading companies) will cost more if he decides to roll the JPY loans.

But more importantly a global source for leveraged carry for all kinds of quant and macro bets is getting more expensive.
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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