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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: ajm101   😊 😞
Number: of 21107 
Subject: Re: Jamie Dimon, may 29th
Date: 06/01/26 1:15 PM
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Thanks for posting this transcript and the video link. Dimon sounds like he's making a nod to Exxon's recent warning about crude inventory, which might trigger an inflation shock, and force even a dovish/compliant Fed to raise rates. A rate increase while the US is well into the late innings of a speculative bubble based (to a degree) on circular financing, which is currently contributing 50-75% of GDP growth.... Stagflation or deflation looks increasingly like a potential outcome.

Real estate and housing holds its value well. I'm adding on the dip.
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