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- LokeETLokeET
  ·2021-08-23
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- LokeETLokeET
  ·2021-08-23
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- LokeETLokeET
  ·2021-08-23
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- LokeETLokeET
  ·2021-08-23
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- LokeETLokeET
  ·2021-08-23
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  The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.
  Semiconductors might be the new oil—and that could make the 2020s the new 1970s. Back then, the worl
  The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.
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- LokeETLokeET
  ·2021-08-22
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- LokeETLokeET
  ·2021-08-22
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  Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.
  If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and
  Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.
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- LokeETLokeET
  ·2021-08-21
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- LokeETLokeET
  ·2021-08-20
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- LokeETLokeET
  ·2021-08-20
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07:40","market":"us","language":"en","title":"The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111103954","media":"Barrons","summary":"Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the worl","content":"<p>Semiconductors might be the new oil—and that could make the 2020s the new 1970s.</p>\n<p>Back then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. in the 1970s, the price of crude rose from about $3 a barrel at the beginning of the decade to $13 a barrel by its end. The U.S. even issued gas ration coupons in 1974.</p>\n<p>The spike was good news for <a href=\"https://laohu8.com/S/CVX\">Chevron</a> and <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>, which returned roughly 100% and 70%, respectively, in the 1970s, but painful for everyone else, as inflation raged. The S&amp;P 500 and Dow Jones Industrial Average rose just 17% and 5%, respectively, over the decade.</p>\n<p>If oil was the necessary component for the 1970s economy, chips provide the same function in the 2020s. They power everything from our computers and phones to our cars and appliances. And, as everyone knows by now, there is a shortage, with delivery times growing to more than 20 weeks, per Susquehanna Financial Group data.</p>\n<p>Roughly 80% of all the chips in the world are made in Northeast Asia. Politicians realize how big a problem this is, and they have started to demand local manufacturing, with President Joe Biden introducing a plan for $50 billion in chip research earlier this year. Reshoring any industry, including semiconductors, is a yearslong process that requires billions in capital. There will be winners and losers. And if it goes on too long, it will filter into the prices of all kinds of goods.</p>\n<p>“Shortages related to rapid upswings in demand could become inflationary,” TS Lombard’s Rory Green and Steven Blitz wrote back in January, when the scarcity of chips—”a product more known for steadily declining prices”—was in its infancy.</p>\n<p>The global semiconductor shortage has been a particular thorn in the side of the automotive industry all year. It was supposed to resolve itself by the second half of 2021. But more production cuts announced by <a href=\"https://laohu8.com/S/TM\">Toyota</a>&nbsp;this past week shows the problem isn’t going away soon. In fact, RBC analyst Joseph Spak argues the shortage could last for years.</p>\n<p>Part of the problem is structural, Spak says. Electric vehicles need more computing power, but the auto industry typically relies on older-generation chip technology, where capacity isn’t being as readily added by chip makers. Instead, they prefer to focus on newer, higher-end chips for the consumer electronics industry.</p>\n<p>The result: Instead of lines at the gas stations, there are lines at the automotive dealerships. Low new- and used-car inventories have pushed up pricing and contributed to rising inflation. Used-car prices rose about 20% in the first half of 2021, while new-car prices rose about 3%. The rise in used-car prices has started to slow, but new-car price gains are accelerating, rising about 7% year over year in July.</p>\n<p>That’s not good for consumers, but auto makers stand to benefit. Constrained production will lead to persistently low inventories and higher pricing. Companies will sell fewer cars, but that’s been offset by higher prices. <a href=\"https://laohu8.com/S/F\">Ford</a> and <a href=\"https://laohu8.com/S/GM\">General Motors</a> shares are up 43% and 17%, respectively, in 2021, and both still trade for about seven times 2022 earnings.</p>\n<p>And that’s just the auto industry. The longer the chip shortage goes on, the more prices will rise in all types of products. That will benefit chip makers such as <a href=\"https://laohu8.com/S/INTC\">Intel</a> and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>. Wall Street sees upside in the latter. Some two-thirds of analysts covering the stock rate it Buy, and the average price target implies about a 33% upside.</p>\n<p>Don’t expect long lines outside RadioShack, but expect the chip shortage to be felt just the same.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. ...</p>\n\n<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","CVX":"雪佛龙","AMD":"美国超微公司","XOM":"埃克森美孚","MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111103954","content_text":"Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. in the 1970s, the price of crude rose from about $3 a barrel at the beginning of the decade to $13 a barrel by its end. The U.S. even issued gas ration coupons in 1974.\nThe spike was good news for Chevron and Exxon Mobil, which returned roughly 100% and 70%, respectively, in the 1970s, but painful for everyone else, as inflation raged. The S&P 500 and Dow Jones Industrial Average rose just 17% and 5%, respectively, over the decade.\nIf oil was the necessary component for the 1970s economy, chips provide the same function in the 2020s. They power everything from our computers and phones to our cars and appliances. And, as everyone knows by now, there is a shortage, with delivery times growing to more than 20 weeks, per Susquehanna Financial Group data.\nRoughly 80% of all the chips in the world are made in Northeast Asia. Politicians realize how big a problem this is, and they have started to demand local manufacturing, with President Joe Biden introducing a plan for $50 billion in chip research earlier this year. Reshoring any industry, including semiconductors, is a yearslong process that requires billions in capital. There will be winners and losers. And if it goes on too long, it will filter into the prices of all kinds of goods.\n“Shortages related to rapid upswings in demand could become inflationary,” TS Lombard’s Rory Green and Steven Blitz wrote back in January, when the scarcity of chips—”a product more known for steadily declining prices”—was in its infancy.\nThe global semiconductor shortage has been a particular thorn in the side of the automotive industry all year. It was supposed to resolve itself by the second half of 2021. But more production cuts announced by Toyota this past week shows the problem isn’t going away soon. In fact, RBC analyst Joseph Spak argues the shortage could last for years.\nPart of the problem is structural, Spak says. Electric vehicles need more computing power, but the auto industry typically relies on older-generation chip technology, where capacity isn’t being as readily added by chip makers. Instead, they prefer to focus on newer, higher-end chips for the consumer electronics industry.\nThe result: Instead of lines at the gas stations, there are lines at the automotive dealerships. Low new- and used-car inventories have pushed up pricing and contributed to rising inflation. Used-car prices rose about 20% in the first half of 2021, while new-car prices rose about 3%. The rise in used-car prices has started to slow, but new-car price gains are accelerating, rising about 7% year over year in July.\nThat’s not good for consumers, but auto makers stand to benefit. Constrained production will lead to persistently low inventories and higher pricing. Companies will sell fewer cars, but that’s been offset by higher prices. Ford and General Motors shares are up 43% and 17%, respectively, in 2021, and both still trade for about seven times 2022 earnings.\nAnd that’s just the auto industry. The longer the chip shortage goes on, the more prices will rise in all types of products. That will benefit chip makers such as Intel and Taiwan Semiconductor Manufacturing. Wall Street sees upside in the latter. Some two-thirds of analysts covering the stock rate it Buy, and the average price target implies about a 33% upside.\nDon’t expect long lines outside RadioShack, but expect the chip shortage to be felt just the same.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832837596,"gmtCreate":1629605065615,"gmtModify":1631891337601,"author":{"id":"4087817924211700","authorId":"4087817924211700","name":"LokeET","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817924211700","authorIdStr":"4087817924211700"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/832837596","repostId":"2161374148","repostType":4,"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832834363,"gmtCreate":1629604943952,"gmtModify":1631891337602,"author":{"id":"4087817924211700","authorId":"4087817924211700","name":"LokeET","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817924211700","authorIdStr":"4087817924211700"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832834363","repostId":"1176431153","repostType":4,"repost":{"id":"1176431153","kind":"news","pubTimestamp":1629604617,"share":"https://www.laohu8.com/m/news/1176431153?lang=&edition=full","pubTime":"2021-08-22 11:56","market":"us","language":"en","title":"Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176431153","media":"Barron's","summary":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and ","content":"<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.</p>\n<p>Berkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.</p>\n<p>There were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.</p>\n<p>As for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.</p>\n<p>And it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&amp;P 500index’s total return of about 20%.</p>\n<p><b>Last WeekPre-Tantrum</b></p>\n<p>Stock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&amp;P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&amp;P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.</p>\n<p><b>Shop Till They Drop</b></p>\n<p>Retailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)</p>\n<p><b>Calling All Hackers</b></p>\n<p>Shares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.</p>\n<p><b>Passing the Baton</b></p>\n<p>Johnson &amp; Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&amp;J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.</p>\n<p><b>Annals of Deal Making</b></p>\n<p>Gene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black &amp; Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-22 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did ...</p>\n\n<a href=\"https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176431153","content_text":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.\nBerkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.\nThere were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.\nAs for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.\nAnd it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&P 500index’s total return of about 20%.\nLast WeekPre-Tantrum\nStock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.\nShop Till They Drop\nRetailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)\nCalling All Hackers\nShares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.\nPassing the Baton\nJohnson & Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.\nAnnals of Deal Making\nGene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black & Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836491509,"gmtCreate":1629512181201,"gmtModify":1631891337605,"author":{"id":"4087817924211700","authorId":"4087817924211700","name":"LokeET","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817924211700","authorIdStr":"4087817924211700"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836491509","repostId":"1151608193","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838252110,"gmtCreate":1629415644530,"gmtModify":1631891337607,"author":{"id":"4087817924211700","authorId":"4087817924211700","name":"LokeET","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817924211700","authorIdStr":"4087817924211700"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838252110","repostId":"1124817155","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838256753,"gmtCreate":1629415607472,"gmtModify":1631891337614,"author":{"id":"4087817924211700","authorId":"4087817924211700","name":"LokeET","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817924211700","authorIdStr":"4087817924211700"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838256753","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}