This article looks at the investment philosophies of two companies – Berkshire Hathaway (BRK) and Michael Burry's Scion Asset Management. What ties them together is their focus on value, although the change in leadership at Berkshire is raising some concerns that Berkshire's decades-old value philosophy might be changing.

Last week was about US inflation data and the approval of Bitcoin ETFs. CPI was slightly hot, and PPI was weak, sending yields lower.

With oil approaching $100/bbl, it is hard to imagine that demand and supply were so out of line in April 2020 that oil prices went negative!

This is a follow-up to the article I wrote on ARK Invest in March, because a lot has changed since then that have affected the ARK ETFs

ARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?

February 11, 2021 I wrote the article below in mid-December 2019, but since pot stocks are the fad at the moment, I thought I would run...