Berkshire becomes the dumping ground for US T-Bills

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Berkshire becomes the dumping ground for US T-Bills - for now

856 sats \ 17 comments \ @TomK 16 Aug econ

Warren Buffett's Berkshire Hatheway is shedding large amounts of its equity holdings ever more rapidly. In addition to the cash holdings, T-Bills (more than the Fed!) in particular is being held, now totaling 25% of the entire balance sheet. Is this an indicator that we could be facing severe price turbulence, that big buying opportunities are coming our way?

The falling DXY, in conjunction with a bond market that is now pushing interest rates down independently from the Fed, points to fresh liquidity. However, what comes next, given the slowing economy and existing recessions in many regions of the world, is likely to cause difficulties. Caution is advised!

https://www.foxbusiness.com/economy/buffetts-berkshire-currently-holding-more-short-term-us-treasury-bills-than-federal-reserve

https://m.stacker.news/46178

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103 sats \ 4 replies \ @halalmoney 16 Aug

Perhaps in a post Warren timeline, Berkshire will sit on the sidelines with Bitcoin not treasuries.

107 sats \ 3 replies \ @TomK OP 16 Aug

If a younger generation of asset managers comes along who are aware that government bonds harbor considerable default risks in the future, which will continue to increase, this is entirely possible.

47 sats \ 1 reply \ @jp305 16 Aug

brk is the kind of company hiring 75yo trapped in a 30yo body.

0 sats \ 0 replies \ @TomK OP 16 Aug

Lol

47 sats \ 0 replies \ @BlokchainB 16 Aug

Or debasement.

89 sats \ 0 replies \ @TheBTCManual 16 Aug

Berkshire, tether and circle are keeping those T-bill auctions going lol

47 sats \ 2 replies \ @kilianbuhn 16 Aug

The question is why. Buffett is smart enough to know that holding fiat where interest is below inflation is extraordinarily stupid. He might be a fiat person but he knows this.

Does he think stocks and real estate and gold (or Bitcoin but he doesn't like Bitcoin we know that) are an even worse place to be right now? What does he know what we don't?

47 sats \ 0 replies \ @DawnoftheDead 16 Aug

He may know as much as anyone but has drawn different conclusions.

Or maybe he has a personal interest in the current financial system, its personal

Or something else

0 sats \ 0 replies \ @TomK OP 16 Aug

I think he sees a big deflationary shock in asset prices coming as soon as recession hits hard

47 sats \ 0 replies \ @Satosora 16 Aug

They own so many of those useless things. Maybe Buffet doesnt know what to do because his partner is gone.

47 sats \ 2 replies \ @flat24 16 Aug

my humble understanding when seeing these things is the following, It is not surprising that an investor of W Buffet level handles information that we do not, or simply being an old fox 🦊 he smells something that we do not, that way of accumulating liquidity can only mean one thing, he is reducing risk in his positions and is preparing the cash, for when the sales come and we also know that the sales we are talking about could be something like 2020, talking about a small or medium scale, these investors like W. Buffet handle too much money and it is not easy to put together their potions.

IMO we must be cautious, and prepare and wait for the big fall, the reset of the market, when it happens! everyone already knows that they must buy! ⚡🍊

20 sats \ 1 reply \ @TomK OP 16 Aug

this guy is deeply embedded in the corrupt fiat world of wall street. everything he does is done in collusion

47 sats \ 0 replies \ @Satosora 16 Aug

He has advanced notice for everything. Hes not here just because of his wits.

47 sats \ 2 replies \ @OT 16 Aug

Interesting. But it makes sense. Stocks and real estate have been exhausted and he still thinks bitcoin is worthless.

Maybe a big meltdown then the mass printing of dollars.

20 sats \ 1 reply \ @TomK OP 16 Aug

I think so, yes

0 sats \ 0 replies \ @Satosora 16 Aug

Maybe he is preparing when the bear market hits? Or when the government backs up the tbills with bitcoin?

0 sats \ 0 replies \ @5e5d0604a5 16 Aug outlawed

stackers have outlawed this. turn on wild west mode in your /settings to see outlawed content.