February 2013

• Market Update – Age of Capital Allocation
• U.S. Manufacturing Rebound
• Shortage of Shares
• M&A Boom?

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August 2012

• Market Update
• Bearish Sentiment
• Business Adapts
• Resource Conversions
• The $30 Trillion Opportunity

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May 2012

• Market Update
• University of Berkshire Hathaway
• Berkshire’s Cash/Bond/Stock Ratio

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July 2011

• Market Update
• This Can’t Be Happening
• Fighting the Last War
• We got Opportunity
• Value Creation

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May 2011

• Market Update
• University of Berkshire Hathaway
• Berkshire’s Cash/Bond/Stock Ratio

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March 2011

• The Quake
• Market Update
• Currency Debasement
• Modern Coin Shaving
• Maintaining Purchasing Power

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January 2011

• Market Update
• Tale of Two Worlds
• Hidden in Plain Sight
• A Decade of Inflation
• Global Advantages

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