When Will the “Bill” Come Due?

Published on December 5, 2024

A couple of weeks ago, we wrote about how the deficit had come back into focus for the U.S. financial markets.

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Q4 2024 Strategy Letter: One More Before Year End

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At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.

Rethinking Cash

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Assets in money market funds reached an all-time high of $7 trillion this past month. Now that rates are moving lower, money market yields may not be as attractive to many investors and assets may gradually leave money funds.