Berkshire After Buffett: BRK/B Earnings, Outlook & Monumental Cash Flow
Berkshire Hathaway reported its fourth‑quarter results without Warren Buffett at the helm, marking the first earnings release under CEO Greg Abel. The conglomerate posted a softer quarter and year, reflecting insurance competition and lower rates, but highlighted its massive cash generation and ongoing strategic acquisitions. Analysts noted that insurance earnings, which comprise roughly 44% of operating profit, fell about 50 basis points, translating to nearly $2 billion of headwind. Nonetheless, the company’s core equity portfolio—Apple, American Express, Coca‑Cola—and its rail and utility businesses remain largely unchanged, providing a stable earnings base. Abel’s annual letter, praised for preserving Buffett’s tone while adding modest humor, reassured investors about cultural continuity. The letter also introduced a new Q&A panel featuring Katie Farmer and Adam Johnson, signaling a gradual leadership transition. With $370 billion in cash and recent acquisitions like the railroad purchase and the OxyChem deal adding roughly $1 billion to operating earnings, Berkshire is well positioned to deploy capital during market stress, offering investors a blend of stability and opportunistic growth.
How David Ellison Plans to Mash Two Major Studios Into One
The Town episode examines David Ellison’s blueprint for merging Paramount Global with Warner Bros. Discovery in a proposed $111 billion transaction. Ellison’s leadership team outlined how the combined entity would operate, sparking debate over whether the deal will survive regulatory scrutiny...
The World Isn't Prepared for What Just Happened to Oil
Renewed conflict with Iran has driven a sharp short‑term spike in energy prices—U.S. crude jumped to about $72–73/barrel in late trading and wholesale gasoline (RBOB) surged from $1.99 to $2.37 per gallon over two days—while buyers also flocked to gold...
Stock Market Today: Strikes in Iran, New NVDA Partnerships, CRWD Upgrade #shorts
Marley Kaden recapped a mixed‑bag trading day where U.S. indices closed modestly higher despite opening under pressure from geopolitical headlines. The Russell 2000 rose about 0.9%, while the Dow slipped just over 0.1%, reflecting divergent sector moves. Energy and defense stocks...
Could Garrett Motion Deliver Mid-Teens Returns?
The Motley Fool Scoreboard episode focused on Garrett Motion (GTX), the turbocharger specialist that emerged from a 2018 Honeywell spin‑out and subsequent bankruptcy. Analysts Lou Whiteman and Jim Gillies each gave the business a seven‑point strength rating, noting that turbochargers...
Next Steps for Market in Iranian Conflict & Retail's Big Week
Marc LoPresti of MarketRebellion warned that today’s market focus will be on the escalating Iranian conflict, which is pushing crude oil prices higher and amplifying volatility. He emphasized that clearer signals on the war’s next steps are crucial for stabilizing...
Everyone Hates Property Taxes but Getting Rid of Them Could Make Things Worse
Property taxes, though unpopular, are the backbone of local government finance—accounting for about 70% of local tax revenue nationwide and up to 95% in some states. Eliminating them would create a large fiscal hole that must be filled; for example,...
Is the Stock Market Already Done with the US-Iran War?
U.S. markets opened sharply lower after U.S. and Israeli strikes on Iran but largely recovered by the cash open, with the S&P 500 closing near Friday’s level after filling the downside gap. Gold jumped then eased, the dollar strengthened decisively,...
France to Boost Nuclear Arsenal, Could Deploy Atomic Weapons to European Allies • FRANCE 24
French President Emmanuel Macron visited a military base to unveil a major update to France’s nuclear doctrine, saying eight European countries — including Germany, Britain and Poland — have agreed to participate in an advanced deterrence scheme that could allow...
Iran Shuts Down the Strait of Hormuz. What More Can It Do? • FRANCE 24 English
Following weekend strikes by the US and Israel and a retaliatory move by Iran, Tehran has effectively shut the Strait of Hormuz, halting maritime traffic and leaving more than 150 tankers anchored on either side. The disruption sent Brent crude...
LIVE: Stocks Recover From Major Sell-Off as Wall Street Watches Iran Fallout
The Market Domination broadcast centered on the market’s bounce back after a sharp sell‑off, driven by the unfolding US‑Israel strike on Iran and its ripple effects across energy, defense and crypto sectors. Wall Street saw defense names such as...
Oil and Gasoline Prices Spike as War Disrupts Shipments
Fighting in the Middle East has sharply disrupted oil and refined-product shipments, pushing tanker rates and crude prices higher as chokepoints like the Strait of Hormuz impede flows. While OPEC members signaled willingness to boost output quickly, physical disruptions and...
Garry Tan - SIER Distinguished Lectureship: A Candid Fireside Chat on the Entrepreneurial Journey
Garry Tan, president and CEO of Y Combinator and Stanford alumnus, joined SIER’s distinguished lectureship for a candid fireside on the entrepreneurial journey, tracing his path from engineer and founder to investor and YC leader. Framed around SIER’s Discover–Explore–Embody curriculum,...
InformationWeek Podcast: Reengineering Your Supply Chain to Be Resilient
The InformationWeek podcast episode focuses on re‑engineering supply‑chain resilience for data‑center operators and cyber‑security firms. Host Xiao Pierre Ruth interviews Lee Rossi, CTO of Simspace, and Pierre Deoce, CEO of Zimmana Analytics, to explore how organizations can safeguard operations against...
HBO Max & Paramount+ to Combine Into One Streaming Service | THR News
HBO Max and Paramount+ will merge into a single streaming platform once Paramount Skydance finalizes its acquisition of Warner Bros. Discovery. The combined service would immediately command over 200 million direct‑to‑consumer subscribers. Executives say the consolidation is designed to create a...
Lecture 1.1.4A | Healthcare Regulation & FDA Pathways (Part A) | Masters in Medical Entrepreneurship
The lecture explains why healthcare innovation diverges from consumer tech, emphasizing that regulatory approval, funding realities, and clinical constraints shape a startup’s fate. It walks through FDA device pathways, digital‑health software rules, and the differing landscapes of high‑income versus low‑...
Today on Taking Stock | Markets Monitor US-Iran Conflict, Oil and Gold Rise
The Taking Stock episode centered on the market’s reaction to the latest US‑Iran flashpoint, with a particular focus on oil, gold and the broader geopolitical backdrop. Analysts noted that institutional investors entered the week heavily hedged, which helped blunt the...
Trump Attacks Weak Starmer over Iran Dither and Delay | The Daily T
Donald Trump criticized UK Labour leader Keir Starmer and the government after the US-led strikes that reportedly killed Iran’s supreme leader and much of his senior team, saying Britain should have allowed US use of its bases. The strikes have...
Europe 'Exposed to the Consequences' Of US-Israel's Conflict with Iran • FRANCE 24 English
Ian Les of the German Marshall Fund warned the Israel–Iran confrontation risks rapid escalation and broader geographic spread, citing recent strikes that reached Cyprus and attacks launched from southern Lebanon by Iranian proxies. He said Europe is directly exposed —...
Iran Prepares to RESIST as Hezbollah Joins the WAR: Who WINS and LOSES? @Visualpolitiken
A US–Israeli campaign reportedly decapitated Iran’s top leadership, including Supreme Leader Khamenei and senior military commanders, prompting Tehran to install an interim leadership council led by President Masoud Pazeshkian and senior clerics. Despite vows of massive revenge and sporadic missile...
Europe 'Very Likely' To Get Dragged Into Conflict After UK Base in Cyprus Hit • FRANCE 24 English
A drone strike attributed to Iran hit a British military base on the island of Cyprus, prompting EU alarm that the conflict with Iran could pull European states into hostilities. France signalled readiness to defend Gulf states and Jordan and...
A Macro Look at Markets During War
The ISM manufacturing index showed the sector’s strongest two-month performance since mid-2022, but markets were dominated by geopolitical risk after US and Israeli strikes in Iran. Equity volatility spiked—S&P 500 gapped down and traded choppily—while gold rose and crude oil...
Iran War Escalates: 20 Million Barrels a Day of Crude Oil Disrupted || Peter Zeihan
On day three of the Iran-related conflict, Iranian forces fired more than 300 drones (but fewer missiles), striking targets as far afield as Cyprus while U.S. forces suffered the loss of three fighter aircraft in a friendly-fire incident in Kuwait....
Reports Suggest Gulf States Running Out of Interceptor Missiles • FRANCE 24 English
Reports indicate Gulf states such as Qatar and the UAE may be running low on interceptor missiles after defending against Iranian strikes, prompting searches for diplomatic off-ramps possibly involving former US president Donald Trump. Israeli leaders signal a protracted campaign...
Iranian-Flation
A commentator warns that recent developments in Iran could sever oil supply chains and elevate global inflation expectations, with consequential effects on monetary policy. Higher inflation expectations would lift the neutral interest rate, narrowing the gap with the Fed funds...
🎁 Restricted Stock Award — CPA Exam TCP | Taxation Course
The video by Professor Farhat explains the taxation of restricted stock awards (RSAs), a form of equity compensation where employees receive actual shares subject to vesting conditions. The core tax rule is that income is recognized at vesting, not at...
The Islamic Revolutionary Guard Explained
The video outlines the Islamic Revolutionary Guard Corps (IRGC), Iran’s most powerful institution, highlighting its pivotal role as the regime’s enforcer amid the death of Supreme Leader Ayatollah Ali Khamenei and ongoing conflict with the United States and Israel. The IRGC...
How to Start Dropshipping with Only $100 (The Right Way)
The video explains how to launch a dropshipping store with just $100, emphasizing that the biggest upfront expense isn’t inventory or ads but the monthly platform fee. It argues that a $49 Shopify plan drains cash instantly, while the $1‑per‑month introductory...
How Iran Energy "Jolt" Shifts FOMC Focus #shorts
Brian Jacobsen warns that a potential strike on Iran could create a sharp "jolt" in crude oil supplies, reigniting inflation concerns. Higher oil prices would feed into U.S. consumer price metrics, prompting the Federal Open Market Committee to reassess its...
How Oil Could Force the Fed's Hand
A surprise rebound in US manufacturing (two months of rapid growth per the ISM) coincided with weekend strikes by the US and Israel on Iran, sending risk assets and safe-havens swinging. Crude oil surged—briefly touching around $75—on fears that disruption...
The Best Google Maps Scraper (2026) - Emails, Phone Numbers & AI Keyword Expand
Scraper City’s Google Maps Scraper is a cloud-based lead-generation tool that automates bulk Google Maps searches, using AI to expand keywords and nearby locations and running multiple scrapes in parallel. The tool exports detailed CSVs with emails, phone numbers, domain...
Technical Storytelling with Lena Reinhard and Priyanka Vergadia
Technical storytelling, speakers argue, transforms raw technical data into a compelling, decision-ready narrative by adding context, stakes and human impact—turning a ‘recipe’ of facts into a digestible ‘meal.’ Simply listing metrics or project status loses executives’ attention; effective stories link...
From Air Strikes to Boots on the Ground? US-Israel Campaign Against Iran Escalates • FRANCE 24
U.S. and Israeli forces have escalated military action against Iran following the killing of Iran’s supreme leader, conducting strikes the U.S. says target nuclear and missile sites while President Trump has left open the possibility of deploying ground forces. The...
No Amount of Diplomacy Is Going to Stop Iran From Launching Its Missiles and Drones
The video asserts that Iran views itself as fighting for survival and has spent years building the Middle East’s largest ballistic missile arsenal to retaliate if the Islamic Republic is threatened. It claims the conflict has escalated into open war,...
Here’s How The Conflict In Iran Is Affecting Markets
Historical precedent shows Middle East conflicts typically trigger brief, shallow market pullbacks rather than ending bull markets, with oil-price moves the main transmission to the U.S. economy. The recent attacks on Iran lifted oil about 7%, but that rise alone...
The SEO Playbook That Actually Works in 2026
SEO in 2026 requires a blended strategy that combines traditional Google optimization with AI-focused tactics across multiple platforms. Older content is being devalued in AI answers—95% of AI citations come from content under 10 months old—so fresh, audience-first pillar content...
SF Fed President Explains Why Getting Inflation From 2.75% to 2% Is So Difficult
San Francisco Fed President Mary Daly said getting inflation from about 2.75% to the 2% target has been unusually difficult because of a sequence of shocks rather than an inherent ‘last mile’ problem. She singled out tariff announcements that raised...
February 2026 ISM Manufacturing PMI Report Recap (LinkedIn Live)
The LinkedIn Live broadcast broke down the February 2026 ISM Manufacturing PMI, which posted a composite reading of 52.4 percent, keeping the sector in modest expansion despite lingering macro‑economic headwinds. Host Dan Zeiger and ISM Business Survey Committee chair Susan...
Amazon PPC LIVE AMA with Kevin Sanderson
The Amazon PPC LIVE AMA, hosted by Kevin Sanderson of My Amazon Guy, opened with a candid rap highlighting sellers’ frustrations over rising fees, support woes, and shrinking margins. Sanderson then shifted to a Q&A format, probing participants’ current ad...
China’s Great Tech Leap Forward and the Implications for the United States
The video examines America’s math achievement gap, highlighting that just a quarter of eighth‑grade students meet proficiency standards. It underscores stark disparities across demographic groups, noting that Asian immigrants outperform both their Asian‑American peers and the national average. Data reveal Asian...
Port of L.A. Executive Director Gene Seroka on 'Inside the Issues' With Amrit Singh (Feb. 26. 2026)
The interview with Port of Los Angeles Executive Director Gene Seroka centered on a sharp 12% year‑over‑year decline in January cargo volumes and the fallout from the Supreme Court’s 6‑3 decision that declared the International Emergency Economic Powers Authority (IEPA)...
Wall Street Expert Chris Maxey Discusses Investor Mindset Ahead of Jobs Data
Wealthspire chief market strategist Chris Maxey said recent geopolitical tensions, including the Iran conflict, may inject short-term risk premiums but markets will refocus on U.S. economic fundamentals—chiefly consumer health and jobs. He sees equities supported by a resilient consumer, steady...
Beyond the Numbers Operational Excellence Drives Deal Value
The episode centers on why operational excellence matters throughout the M&A lifecycle, especially for midsize manufacturing platforms. Host Roger Agenaldo interviews Henning Bronze and Gizai of Komoto Consulting, who argue that financial models alone miss critical plant‑level realities that can...
![The Call @ Hedgeye [FREE ALL ACCESS WEEK] | March 2, 2026](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://i.ytimg.com/vi/AKuVdVkvtNE/maxresdefault.jpg)
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | March 2, 2026
Hedgeye’s March 2 call — delivered during the firm’s free-access week — said its AI-derived “signal” is guiding positioning rather than macro forecasts, prompting a shift back into oil and energy after prior bearishness. The team warned the S&P 500...
Are You Building Strategy or Just Optimizing Buttons?
The speaker argues that paid media as a discipline isn't dead, but the role of 'button-pushing' media buyers is. Marketers who fail to adapt to converging roles—combining product, design, engineering, creative and retention—will be at risk as automation and AI...
CFR Educators Workshop: The United States in Focus
The Council on Foreign Relations hosted an Educators Workshop titled “The United States in Focus,” featuring Bruce Hoffman, Zongyuan Zoe Liu, and Shannon K. O’Neil. Hoffman addressed evolving homeland security and counterterrorism challenges, Liu analyzed the economic dimensions of U.S.-China...
📘 Findings and Deficiencies — Auditing Course | CPA Exam AUD
The video explains how findings and deficiencies fit into the System of Quality Management (SQM) that audit firms must maintain for CPA exam AUD. It emphasizes that monitoring is the feedback loop that reveals whether the SQM is functioning, generating...
The Easiest Way to Land $497/Month Clients (Even If You’re a Total Beginner)
The video argues that the simplest path to securing $497‑per‑month clients lies not in digital ad spend or algorithmic hacks, but in targeting "warm water" prospects—people you encounter in everyday settings. By shifting from cold‑traffic funnels to face‑to‑face conversations, entrepreneurs...
IAB’s Zoe Soon: Media Agencies Increasingly Consider Creator Economy ‘A Must Buy ’
IAB executive Zoe Soon says the creator economy has become one of the fastest-growing areas of brand investment, with roughly 50% of U.S. buyers now treating it as a “must buy” alongside search and social. Brands are shifting to creator-first...
Trustworthy Data Beats Shiny AI at CES 2026: Horizon Media's Dominic Venuto
Horizon Media is prioritizing trustworthy, transparent data over flashy AI features as it rolls out its Blue AI-native platform, enriching client data and enabling natural-language interrogation down to atomic-level records so customers can validate and act on insights. The agency...