Bill Stone
@ewstone
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Chief Investment Officer of The Glenview Trust Company | @Forbes Contributor |"Man muss immer umkehren" - Carl Gustav Jacob Jacobi
USA
Joined April 2009
I did my 28 miles for March for the Fallen to honor Staff Sgt. Louis Cardin who died in Iraq making sure others made it to safety. https://t.co/Fg5Ib4xbUl
#MFTF #mftfphilly
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Geopolitical risk is showing up where it usually does first: oil prices. In my latest article, I break down how the Iran conflict is influencing energy markets and why the implications extend to inflation, Fed policy, and investor risk. đź”— https://t.co/1F7Hxl1Qf2
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Good discussion with @joshuahlipton on @YahooFinance covering Berkshire’s management transition and earnings. Greg Abel has a hard act to follow—but continuity and discipline still define the playbook. Thanks to Josh, Hayley Marks, and Daniel Nelson. https://t.co/qx3lgxL63t
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Warren Buffett’s final quarter. Greg Abel’s debut. And $373B in cash. I wrote a new piece on Berkshire Hathaway’s Q4 2025, a quarter defined less by earnings and more by succession, discipline, and patience. This wasn’t a finale built on fireworks. It was built on durability.
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Leadership transitions aren’t about bold moves on Day One. They’re about trust. Greg Abel’s first test at Berkshire was continuity, not change. Appreciate @CNBC and @YunLi626 for including my perspective. 🔗 https://t.co/r7P1fA7Wjx
cnbc.com
Abel appears to have delivered the reassurance many shareholders were seeking at the outset of a new era.
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Gold is often labeled the inflation hedge. History suggests otherwise—at least in the short term. In my latest piece, I explain why gold at record highs can disappoint as near‑term inflation protection, even while remaining a long‑term diversifier. 🔗 https://t.co/Ah29wVwX36
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Great to join @ChannelNewsAsia Asia First to discuss the US GDP release and how markets are reacting to rising geopolitical risk around Iran. Thanks to @SarahCNA for the thoughtful discussion and Blanche Lim for making it all seamless. Our conversation is at the 17:50 mark.
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Berkshire trimmed Apple again and bought The New York Times. That sounds dramatic—until you look closer. This Q4 13F was less about change and more about discipline, concentration, and succession. My breakdown 👇 https://t.co/akcM9UaVal
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If you only watch the Magnificent 7 and the S&P 500, you’re missing the story. The median stock is rallying and Q4 earnings help explain why. I dig into the signal in my latest article👇 https://t.co/FQwQ5dpO7F
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📊 Q4 earnings crushed expectations… but AI capex is rewriting the Big Tech narrative. Strong results today. Huge AI infrastructure bills tomorrow. Investor confidence caught somewhere in between. I break down what’s driving the earnings beats — and what’s clouding the outlook
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Earnings season is revealing real shifts beneath the surface. In my latest article, I break down what’s driving tech leadership, what small‑cap and credit markets are signaling, and what investors should watch next. Read more here: https://t.co/Txf0BvMRVD
#markets #investing
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🔥 Earnings season is hitting full speed. This week, 103 S&P 500 companies report — and the spotlight is on the heavyweights: AAPL, MSFT, META, TSLA. In my latest piece, I break down: • Why mega‑cap tech will set the tone for 2026 • Why recession odds are rising (but credit
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I'm looking forward to joining peers at the Wealth Partnership Spring Retreat, hosted by With Intelligence for two days of meaningful discussion around alternative investments, markets, and what’s ahead for the wealth management space. I'll be speaking about artificial
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Honored to be quoted in @CNBC’s latest piece by @YunLi626 on Buffett’s 99% giving pledge and what it could mean for Berkshire’s future governance. A fascinating topic with big implications for investors. Thanks, Yun, for the thoughtful coverage. 🔗
cnbc.com
Investors and analysts say the estate plan raises questions about how Berkshire will be governed once Buffett and his heirs' influence is diluted.
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Q4 2025 bank earnings didn’t disappoint. The S&P 500 quietly beat expectations, the Magnificent 7 finally cooled off, and small caps stole the show. I broke down what mattered — and what investors should watch next — in my new article. 🔗 Read here: https://t.co/jKJmVuH7AI
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Had a great time on @ChannelNewsAsia's Asia First diving into the latest market moves and what investors should keep an eye on regarding Federal Reserve independence, inflation, and the economy. Big thanks to @ElizabethNeoCNA for the sharp, engaging conversation. Always a
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April showers… rate cuts? 🌧️ The Fed’s patience may last a little longer as inflation cools and the economy outperforms. Why April could be the turning point: 🔗 https://t.co/Vc97rVMXCJ
#Fed #InterestRates #Inflation #Markets #CPI #Jobs
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Honored to be quoted in @hgillers' @WSJ piece on Berkshire Hathaway’s leadership shift and Greg Abel’s historic CEO pay. Big changes ahead for an iconic company! Read more: https://t.co/nuCAaHrGKY
#Leadership #Finance #BerkshireHathaway
wsj.com
Greg Abel’s $25 million salary is well above the median in total pay for big-company chiefs, though dozens of top CEOs earn more with stock and options awards.
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The AI boom feels unstoppable—but history warns us about hype. What can the South Sea Bubble teach us about today’s innovation-driven markets? I break it down in my latest piece: https://t.co/zurTRmp9Qg
#Investing #AI #MarketHistory
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