Analysis · Long-form
Deep reads on the numbers that matter.
Analyses are longer than a news card and more structured than an opinion piece. Each digests a specific research report, dataset, or macro question into a Noesis view — with primary-source attribution and cross-links to the rest of our framework.
2 analyses available. See also real-time news and insights Q&A.
- Markets · 13F 2026-08-17
Berkshire's $17B Alphabet buy — Q2 2026 13F digest
Berkshire added ~48.1M shares of Alphabet in Q2 2026 (~$17B, ~60% via the June private placement), making GOOG its third-largest position. Just as important: the quarter ended 14 consecutive quarters of net stock sales — a Greg-Abel regime break. Full top-holdings table, adds/trims, and what this does to the AI-bubble read.
Digest of CNBC / Yahoo Finance coverage of Berkshire Hathaway Q2 2026 13F filing · Read →
- Wealth · Demographics 2026-07-14
The Great Wealth Transfer — reality check
Common headlines say $110–124 trillion. Visa’s July 2026 research argues only $36T actually transfers to heirs over 20 years, and only $8T of that gets spent. The waterfall from headline to reality — and what it means for autos, housing, wealth managers, and the "already-affluent" heirs who receive most of it.
Digest of Visa Business & Economic Insights (July 2026) · Read →