After taking a look at Berkshire Hathaway’s Q2 earnings—$25.6 billion in profit—none of that is the point.
The point is that Mr. Buffett finally made his move.
He held back for three years, selling stock over a dozen quarters. This time, he jumped in and net bought nearly $20 billion in one go, bringing cash down from that scary peak to $365.5 billion.
Isn’t that signal obvious enough?
Honestly, this old man’s sense of timing is really on another level.
Earlier, everyone was betting on a conflict in the Strait of Hormuz and frenzy-buying oil stocks. He did the opposite: he trimmed Chevron, then turned around and bought Western oil the further it fell.
Back then, when the whole market was betting on an aviation recovery, he cleared out the “Big Four” airlines while holding put options. The aviation stocks got cut in half—yet he made money on both sides.
And then there’s Google: while everyone online was singing the death song for ads, he quietly moved into the cloud business. Looking back now, it’s another precise “bargain hunt.”
I have a lot of respect for the moves of top-tier capital like this.
I was previously more bearish on the U.S. stock market!
But seeing him start to loosen the faucet—after all, this is money worth hundreds of billions sitting in the back pocket—I really do need to reassess the current cycle.
Of course, I won’t blindly follow, but I won’t argue either.
If they’re willing to spend that much accumulated cash at this point, it shows they’re confident about the rate environment ahead and the broader macro backdrop.
Now I need to think it through—maybe I should also add some exposure and go long on a few targets.
So if you don’t have the instincts, you’d better learn to follow!
Google: a 17.8x price-to-earnings ratio. The cheapest among the “Magnificent Seven.”
#GOOGL $GOOGL
The point is that Mr. Buffett finally made his move.
He held back for three years, selling stock over a dozen quarters. This time, he jumped in and net bought nearly $20 billion in one go, bringing cash down from that scary peak to $365.5 billion.
Isn’t that signal obvious enough?
Honestly, this old man’s sense of timing is really on another level.
Earlier, everyone was betting on a conflict in the Strait of Hormuz and frenzy-buying oil stocks. He did the opposite: he trimmed Chevron, then turned around and bought Western oil the further it fell.
Back then, when the whole market was betting on an aviation recovery, he cleared out the “Big Four” airlines while holding put options. The aviation stocks got cut in half—yet he made money on both sides.
And then there’s Google: while everyone online was singing the death song for ads, he quietly moved into the cloud business. Looking back now, it’s another precise “bargain hunt.”
I have a lot of respect for the moves of top-tier capital like this.
I was previously more bearish on the U.S. stock market!
But seeing him start to loosen the faucet—after all, this is money worth hundreds of billions sitting in the back pocket—I really do need to reassess the current cycle.
Of course, I won’t blindly follow, but I won’t argue either.
If they’re willing to spend that much accumulated cash at this point, it shows they’re confident about the rate environment ahead and the broader macro backdrop.
Now I need to think it through—maybe I should also add some exposure and go long on a few targets.
So if you don’t have the instincts, you’d better learn to follow!
Google: a 17.8x price-to-earnings ratio. The cheapest among the “Magnificent Seven.”
#GOOGL $GOOGL