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Shadow Consumption

Brown Advisory

economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. Richard Gamper, Strategic Planning Analyst, Brown Advisory. . Rude Awakening.

Food 52
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Transcript: William Cohan

The Big Picture

RITHOLTZ: Everybody, General Motors had a credit on multi-big manufacturers there. And the grid had to be built out, and the power had to be able to be manufactured. And he was from Maine, but his uncle owned a shoe manufacturing business Lynn, Massachusetts. COHAN: A lot of did that. What happened with that? RITHOLTZ: Today.

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2018 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets 52
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2018 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets 52