Warren Buffett dumps $13.3B in stocks — A warning sign for Bitcoin and risk assets?

https://cointelegraph.com/news/warr...ks-a-warning-sign-for-bitcoin-and-risk-assets

 

Which stocks did he dump?
It is not mentioned in the EXECUTIVE SUMMARY.

Even OP didn't mention this important point.

So don't read the report.

 

all verizon and nearly all of TSM.

 

HK listed BYD share.
Berkshire Hathaway sells $58.9 mln worth of shares in China's BYD | Reuters

 

It seems like Berkshire Hathaway did not sell a huge quantity of BYD.
BYD is still quite well supported at 220-240 bands.

Or perhaps Berkshire did have much BYD in the first place.

 

Buying a lot of Japanese stocks

 

I wonder if Dalio had in mind, other equity markets, by saying - ,,unccorelated bets".
Say Indonesian market vs SnP.

 

I think this will be his biggest mistake. Japan is doomed, no value creations for the last two decades, and dying slowly. From ship building to automobile production, I won't touch that market.

 

Buffet dumps his airline stocks during the Covid panic.