I was just thinking BRK as well PP! And can agree with SAM. Other stocks I think would be reasonable if we get recession along with rising rates are going to be consumer staples. Some things people always need no matter how bad the economy gets. Think food. Toilet paper. Toothpaste. Yes, beer. Maybe an apartment REIT as well? Self storage?
In this vein, FPI is still, by far, my best investment decision this year. Too bad I didn’t back up the truck on it though. MOO isn’t so bad either. And considering ADM.