Tag: Berkshire Hathaway

Technology, Healthcare and Structural Unemployment

Technology, Healthcare and Structural Unemployment

The employment statistic that has concerned us most over the past number of years is the labor force participation rate which stood at only 61.7% as of last week's Employment Situation Summary. Our view is that the labor participation rate will only shrink over time as the global economy continues to become more Technology and … Continue reading Technology, Healthcare and Structural Unemployment

Federal Reserve Discloses Corporate Bond Purchases

Federal Reserve Discloses Corporate Bond Purchases

Here is the full Excel workbook disclosure compiled by the Federal Reserve which lists the various issuers, sectors, cusips, coupons, maturity dates, par values, amortized costs and more for the fixed income securities the Federal Reserve has purchased. Among the securities purchased through June 16th, 48.1% were "AAA, AA and A" rated, 48.3% were "BBB" … Continue reading Federal Reserve Discloses Corporate Bond Purchases