There’s been a lot of speculation on the underlying reasons behind Buffett’s insanely aggressive continued purchases of OXY.
I like this angle. Not the biggest fan of Oxy but how much less is the rest of Berkshire worth if we get an Iran-Iraq war redux and oil goes to $200+? Maybe a decent tail hedge of something even crazier happening in Russia / Ukraine.
what does "saas -bois" mean?
also possibly this - https://ourfiniteworld.com/
She makes a lot of sense. Deflation or Inflation, recession or not, energy moves the world and there are serious imbalances.
I like this angle. Not the biggest fan of Oxy but how much less is the rest of Berkshire worth if we get an Iran-Iraq war redux and oil goes to $200+? Maybe a decent tail hedge of something even crazier happening in Russia / Ukraine.
what does "saas -bois" mean?
also possibly this - https://ourfiniteworld.com/
She makes a lot of sense. Deflation or Inflation, recession or not, energy moves the world and there are serious imbalances.