The Rational Walk

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Large related party transactions reported by the Wall Street Journal were disclosed in the company's 145 page proxy statement, available for all to see…
The Rational Walk
8
We carry supercomputers in our pockets providing access to all of the wisdom of human history, so why has public discourse deteriorated in the…
The Rational Walk
10
Geopolitical tensions are rising, calling into question longstanding deep economic ties between the United States and China.
The Rational Walk
5
Share repurchases, compensation, ownership, risk disclosures, and board diversity
The Rational Walk
15
The current banking crisis has led to calls for the government to insure all bank deposits, but doing so has significant long term implications.
The Rational Walk
17
Recent bank failures raise questions about how Berkshire Hathaway and other insurers account for fixed maturity investments.
The Rational Walk
14
Many market observers seem to lack an understanding of the effect of rising interest rates on fixed maturity securities.
The Rational Walk
12
Apologists for crony capitalism are telling the American people that shareholders and executives of failed banks will be wiped out. The reality is more…
The Rational Walk
28
The FDIC will provide unlimited deposit insurance for Silicon Valley Bank and Signature Bank and the Fed will accept depreciated securities at par value…
The Rational Walk
34
Silicon Valley Bank's shareholders and creditors should not be bailed out
The Rational Walk
49
A classic run on the bank exposes harsh realities hiding in plain sight
The Rational Walk
25
After a five month hiatus, Warren Buffett spent $354.5 million over the past week to bring Berkshire's ownership interest in Occidental Petroleum to…
The Rational Walk
6
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