The View from 5th Avenue

The View from 5th Avenue – 11 April 2023

If only Uncle Warren was buying up a few firms in the US, perhaps we could’ve had a bit of a better result. We woke up to Mr. Buffett passing out bouquets (and gobs of cash) overseas but his generous spirit translated to little domestically. It feels as if every week we’re readying for some big data point or decision that stunts market activity and this week’s impediment comes in the form of CPI data coming tomorrow. Given it’s pertinence to the Wizard of Oz/Fed, at least you can say investor r…

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