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September 01, 2020 10:18am
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China, Berkshire, and some Portfolio Updates from the Rich and Famous

We’ve got a strange confluence of events here, and it seems like the market is starting to draw dotted lines toward a more optimistic future… no buy or sell changes from me at the moment, just some musings about recent inflation optimism and China optimism, and how that tied in with some excitement over Berkshire’s […]
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