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11 Dec 2023 Occidental Petroleum to buy Permian producer CrownRock for $12 billion, raise dividend - Portfolio

Hollub said Berkshire Hathaway was not involved in the CrownRock deal, though Occidental did discuss with Buffett how the company fits into its corporate strategy.
06 Dec 2023 Jamie Dimon lashes out against crypto: ‘If I was the government, I’d close it down’

“I’ve always been deeply opposed to crypto, bitcoin, et cetera.”

“The only true use-case for it is criminals, drug traffickers … money laundering, tax avoidance.”

“If I was the government, I’d close it down.”
05 Dec 2023 First Eagle Investments: Japan - The Sun Also Rises - Portfolio

After decades of rapid growth following World War II, Japan’s dynamic, export-led economy had become the envy of the capitalist world, perhaps distracting attention from the debt-fueled asset-price bubble that had begun to emerge in the mid-1980s. Today there are signs the Japanese economy may finally be on a new horizon of sustained recovery following many years of dusk.