House Call

Published on September 29, 2026

Chris Galipeau discusses high-conviction insights that go beyond media headlines.

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Why Berkshire Hathaway Sold Oil and Bought Delta Air Lines

September 29, 2026
In the first quarter of this year, as the Strait of Hormuz closed and oil prices exploded, Berkshire Hathaway made a couple of moves that might have flown under people’s radars.It cut its stake in Chevron by roughly a third. Then it bought an airline.

United States, Mexico Announce Successful Resolution of Rapid Response Labor Mechanism Matter at Akwel Juárez México Facility

September 29, 2026
WASHINGTON – The United States and Mexico today announced the successful resolution of the United States-Mexico-Canada Agreement (USMCA) facility-specific Rapid Response Labor Mechanism (RRM) matter regarding theAkwel Juárez México, S.A. de C.V. (Akwel or the company) facility located in Ciudad Juárez, Chihuahua, Mexico. The United States and Mexico agreed on a course of remediation to address lab