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10 Thursday AM Reads

The Big Picture

Three years into a mass workplace experiment, we are beginning to understand more about how work from home is reshaping workers’ lives and the economy. ( New York Times ) • The economy has been strong. My morning train WFH reads: • Here’s What We Do and Don’t Know About the Effects of Remote Work.

Ethics 130
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Transcript: Ed Hyman

The Big Picture

You know, he went from the cover of Time Magazine to not being with us anymore. Your real business is having the best perspective of what is happening this moment in the economy. He helps portfolio managers make sense of the world. So, so let’s talk a little bit about the state of the economy today. Not, not useful.

Economy 143
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Transcript: Eric Balchunas

The Big Picture

BALCHUNAS: I went to the Institutional Investor Magazine Newsletter division. That’s how good the economy was. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. Bloomberg makes perfect sense, and they were hiring, but I just wasn’t qualified, I guess.

Assets 164
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2018 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Though insurance produced an unusual underwriting loss in 2017, it provided $114 billion in investable float, which partially funds Berkshire’s $314 billion investment portfolio.

Assets 52
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2018 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Though insurance produced an unusual underwriting loss in 2017, it provided $114 billion in investable float, which partially funds Berkshire’s $314 billion investment portfolio.

Assets 52