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https://twitter.com/gavinsbaker/status/1626941269095206917car sales from balmy weather and a some distortion in the January adjustments. We're seeing some other signs of slowdown--Ed Hyman's manufacturing surveys and some alt data on jobs. I say this all with caution and await some confirmation next week on the jobs front. Two things:
https://twitter.com/avichal/status/1388626762670559235to Munger, a life long learner. Some of our best investments have been in areas I knew nothing about like Sovereign debt trades in Greece and Argentina, structured credit starting in ‘07 (short then long) and privates/VC. We don’t Ape into these things but
https://twitter.com/cdixon/status/1365733728304197634@cdixon is a brilliant mind and I enjoyed this article as an art collector and investor.