“I’ve already owned a lot of two-year notes because I don’t think the Fed’s going to be raising rates four times”
♫
Said on Macro Voices
“The narrow form, strong form forward guidance where I tell you I'm going to raise rates three times, not more, not less.”
The Real Eisman Playbook · 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
Play from 21:04
21:04
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What was described
Provided narrow forward guidance stating the Fed will raise rates exactly three times
Said nearby on the same subject
“It has $365 billion of cash that's mainly invested in short-term treasuries… the Fed essentially gave Berkshire a billion-dollar raise by raising rates.”
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Said on Motley Fool Hidden Gems Investing
“We ran a regression of the forecasted Fed funds rate onto forecasted inflation and forecasted output relative to potential… on this different data, forward-looking data.”
CP
Carolin Pflueger and co-authors
Odd Lots ·
“Cord ... is an $8 billion valuation ... at three, four times what we think will be cash flow going forward”
♫
Said on Monetary Matters with Jack Farley
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