Berkshire Hathaway at a Crossroads: No Buffett, Record Markets, Big Questions

Published on April 30, 2026

For years, Warren Buffett shaped the meeting into something closer to a macro forum layered atop a company update. His commentary, alongside the late Charlie Munger’s sharp mind and entertaining voice, kept Berkshire stockholders and the investing world glued to TV screens on the first Saturday in May.

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Tech’s ‘New Normal’ Trade Pair: Long Chip Stock, Short Software

April 30, 2026
In a choppy year for tech investors, one trade has stood out as a success: buy chip stocks, sell software shares. And the divide between winners and losers is getting bigger as 2026 moves along.

AI May Be the US Economy’s Only Hope

April 30, 2026
So the question is not whether innovation can drive growth. It’s how much growth innovation can drive. The falling population and heavy debt load mean productivity will need to increase GDP by at least 2.5%, maybe 3% depending on the path of interest rates.