Are we in the beginnings of a Doom Loop?

Warren Buffett sold $6.1 billion worth of stock last quarter.

Buffett now holds a record high $382 Billion in CASH.

He's getting ready for a crash...

Not quite. Some more context is good

Berkshire has about $72 billion in cash and cash equivalents. They also have $305 billion in U.S. Treasury bills and $5 billion in U.S. Treasury, U.S. government corporations and agencies to round out the dry powder available.

Which is slightly more than Home Depot has, but less than Palantir, Netflix and Costco.

They still have $283 billion invested in stocks.

This was a good look into the mind of Buffett and Munger

Not quite. Some more context is good

Berkshire has about $72 billion in cash and cash equivalents. They also have $305 billion in U.S. Treasury bills and $5 billion in U.S. Treasury, U.S. government corporations and agencies to round out the dry powder available.

Which is slightly more than Home Depot has, but less than Palantir, Netflix and Costco.

They still have $283 billion invested in stocks.

This was a good look into the mind of Buffett and Munger

Originally Posted by HDGristle

Context? It’s what happened. He’s sitting on 380 billion in cash.

Berkshire lost money on their Treasury bond purchases last few weeks. The oracle must have lost the touch. He had recommended Celanese, and that stock has taken a total bath also. Not sure there's been a lot in the way of outstanding buys, but he did sell off a majority stakeholder share if Apple - which has been on a tear lately. All in all Berkshire has lost its luster

A Monetary Earthquake:
China’s Unreported Gold Purchases Could Be 10× Its Official Total, According to the Financial Times.

Dr. Judy Shelton recently told me something that the world should play close attention too.

China, the world’s largest producer and consumer of gold, is almost certainly not being transparent about how much it really holds.

Through the Shanghai Gold Exchange, Beijing has quietly built the infrastructure to merge gold and the yuan — setting the stage for settlement through digital instruments or stablecoins.

She warned that China may soon propose a new international monetary system anchored to gold… a move that could redefine global finance. @judyshel

Berkshire lost money on their Treasury bond purchases last few weeks. The oracle must have lost the touch. He had recommended Celanese, and that stock has taken a total bath also. Not sure there's been a lot in the way of outstanding buys, but he did sell off a majority stakeholder share if Apple - which has been on a tear lately. All in all Berkshire has lost its luster Originally Posted by eyecu2

Well, he was stepping down and liquidating. Funding his children's foundations and handing over Berkshire to others

Well, he was stepping down and liquidating. Funding his children's foundations and handing over Berkshire to others Originally Posted by HDGristle

True, but he could have transferred assets in kind to those foundations vs cash out. Unless the need for declaration of gains and losses were tax oriented incentives. Hard to know but he sold a lot of losers either way, and lost out of a lot of gains. I'm sure it was done w good advice, but it doesn't bode well for the Berkshire namesake and valuations.

BREAKING ��: U.S. Banks

Fed Reserve just pumped $13.5 Billion into the U.S. Banking System through overnight repos �� This is the 2nd largest liquidity injection since Covid and surpasses even the peak of the Dot Com Bubble �� Probably Fine, carry on

ICYMI

The Fed Just Quietly Accepted $25 BILLION in Overnight Repo… and Nobody’s Talking About It

Most people don’t understand what they’re looking at here, so let me break it down in simple terms:

This chart shows banks scrambling for short-term liquidity.
They submitted $25B in Treasury + Mortgage-Backed collateral…
And the Fed accepted all of it.

https://t.me/c/1547070424/9341