TripleG

Elephant in the Stress Test Room: Commercial Real Estate Loans

We have to get back to basic economics. Let those large unrented building go into foreclosure and some of us will buy them off the bank.

Burlington Northern Santa Fe: What's Buffett's Strategy?

I think Buffett is betting that Rail will replace a large percentage of the trucking (over-the-road) transportation in the future. I too believe that is a safe bet. Rail is cheaper, albeit slower and more cumbersome, that short haul truckers. We need to conserve fuel in the US. Computers have allowed purchasing managers to be able to make large, timely orders instead of last minute just-in-time stockage.