Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", mungofitch asked the members: "As for why the purchases stopped (for a while), perhaps the recent acquisition was seen to be somewhat counter to the capital allocation plans that Mr Buffett thought had been promised?" 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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (10) |
Author: weatherman ✹🐝  😊 😞
Number: of 4625 
Subject: Re: With friends like this ...
Date: 10/10/26 10:22 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
diesel volumes, if they ever change hands, are meaningless, and possible over-reach in authority.
i would be more confident if the trump family benefits directly, but the beauty of corruption is that follow-through is not guaranteed after payment.

ukraine has already destroyed 1 or more 'regular' darkfleet carriers. it is irrelevant to ukraine whether the 3rd-party carrier is sending cargo to china or india.
zeihan guesses ukraine is communicating\corresponding\verifying legitimate ships. then filtering out candidates with transponders OFF.
(possibly using palantir or some homegrown equivalent to reach confidence level)
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to weatherman here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,615 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (10) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community