Subject: Re: Clearing the Board for May
On April 7, I posted the followed Thanks to Manlobbie - and it received positive support.

I want to thank Manlobbi for permitting the various threads concerning the tariff crisis - and causes - to continue thus far on our BRK board. It can logically be argued that these all belong on the Politic Asylum board. And I have argued so in the past.

What's different this time is that the "Tariff Crisis" - while not really a black swan - can be as significant as was the Covid crisis in terms of impacting Berkshire. And, unfortunately, the PA board is so dominated by the extremes of the left and right arguing that most real "signals" are lost in the "noise" content. You've got to read a lot to get a little - and there's mostly junk mail.

This BRK board differs in that respect. While we have views that are definitely political in nature, they are about subjects that directly impact BRK's primary issue - how and when to invest current cash plus ongoing cash flow. And, given the more reasoned makeup of this board, the "signal" info is not lost in much "noise". We may disagree, but the majority of the opinions are worth a listen.

And so our monitor has seemed to judge so far.

Now circa 2.5 weeks have passed. I believe we did share some good thoughts that the economic/political impacts of the current administration's actions could have on BRK. And it was mostly done in a respectful manner with different sides represented.

Now, calm heads have stated that this has now veered off into posts more typical of the US policy or Political Asylum boards. I agree. It was a good exchange - time to move on. Take these type posts to the appropriate boards.

I still think there's a place for economic impact events that directly relate to BRK's future to be posted. But the connection should be clear - and remain so limited.

So I add my support to the board moving on. And thank Manlobbie for letting the experiment take place.