“I have made it very clear ... we’re going to make this work in a bipartisan way.” That was Sen. Joe Manchin (D-W.Va.) back in February when Congress was trying to pass President Joe Biden’s COVID-19 relief legislation.

We’ve long admired Berkshire Hathaway BRK.B and the wisdom of CEO Warren Buffett and Vice Chairman Charlie Munger—which is why we’ve made it an annual ritual to attend or livestream the annual meeting each year. In our latest webinar, we highlighted a select number of topics that we feel investors should keep in mind in today’s environment.

Markets have gone through a repricing in order to compensate for the idea of higher, sustained inflation. Here's our take on what's happening in today's market, and how we are positioning our portfolios to accommodate a range of potential outcomes.

This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.

The Anatomy of a Recession (AOR) program is a practical, actionable guide to the U.S. economy and its potential impact on capital markets.

 The economic growth forecast is climbing, and the second quarter is likely to be one of the strongest periods in modern history.

Investors react to Fed’s hawkish comments. The Bank of England must balance growth and inflation.

Prices might be stickier than the Fed thinks.

Should the Fed be more concerned?