immagine del profilo
2Settimana
Berkshire is really wild. I've thought a few times that I won't buy now because nothing interesting is actually happening in the company except that Buffet has sold half the portfolio for 4 years. And yet they keep going up.

Buffet isn't even buying back Berskhire shares at the moment, he's just buying bonds. I have no idea what he's up to.
4
immagine del profilo
2Settimana
@Soprano For me, both of these things indicate that Buffet is preparing for stormy times... Bonds with 3-6% interest rates are almost free lunch compared to mostly highly valued stocks.
3
immagine del profilo
2Settimana
@TP Yes, but it has been preparing for stormy times for 4 years, although we actually had relatively stormy times until recently. 2024 is the first really good year on the stock market since 2019
immagine del profilo
@Soprano well his saying... who. Others are greedy become suspicious become greedy when others are suspicious....

It is not so easy to repel everything in its size... there are many factors :)

There is supposed to be a higher tax for stock issuers in the usa... would be one of them.... I think he wants to wait and see and as soon as something goes down again he will take the sledgehammer ;) he already did it with berkshire and it's all overvalued...

In my personal opinion :)

Lg