Subject: Re: OT (but perhaps relevant): inflation
Great to have you back Jim. Some on this board might know 'wabuffo' (Bill), a longtime poster on several Berkshire boards. Bill is mostly active on twitter these days and he has been covering this disinflation theme very accurately for quite a while. He is also a particularly clear thinker on how the monetary plumbing actually works - which is somewhat different from the common misconception that the FED has much power over money supply, inflation, etc...

https://twitter.com/wabuffo

Bonus, he is an expert at reverse engineering the undisclosed foreign stock holdings that Charlie buys for Daily Journal.