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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: tedthedog   😊 😞
Number: of 21941 
Subject: Re: OT: Currency diversification
Date: 04/08/25 3:07 PM
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I'm learning about this stuff, haven't thought much about currency in regards to investments before (am U.S. based), so pls bear with me.

Norwegian Krone bond yield looks good: 3 month and 6 month about 4.4%

A quick search shows the Krone depreciating against the dollar by about 14.5% over past 5 years, similarly about 6.3% against the euro. Krone fairly sensitive to North sea oil prices, oil being the main generator of Norway's wealth.

Norwegian bonds might be great if you mainly transact in that currency, e.g. live/invest there, but would need to consider the trend against dollar or euro if you live in U.S. or EU and just hold funds in bonds denominated in NOK. Same for holding NOK.
No?

I like the 'generate yield' with low strike BRK puts idea. With China tariffs kicking in, put premia will probably be increasing even more soon.
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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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