Housing rebounds - time to call off the recession? Guest: Warren Pies
Macro Mondays
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Warren Buffett's High Conviction Views on Energy
I don't think this is an environment right at this moment where we can have high conviction. I see a recession occurring still. There is not going to be a magic re-acceleration in the economy. We are overweight cash and T-bills, not surprising. And then we're benchmark weight commodities, and I do like oil.
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