SA Editor Eli Hoffmann: Barron's takes a detailed look at recent moves of Berkshire Hathaway (BRK.A) master investor Warren Buffett. Key takeaways:

* While publicly tepid on the stock markets, Buffett bought a record $19 billion in equities in 2007, more than double the $9.2 billion he picked up in 2006. Berkshire's equity portfolio is now worth $75B, up from $61.5B in 2006 and $37B in 2004.

Steel's Rally Is Just Beginning, Despite steel's epic advance, Credit Suisse believes prices are headed higher. Key facts include:

TheBigPicture had an interesting article in response to the weekend's edition of Barron's that ran an article titled, "The Magic is Back."