Warren Buffett, warning of ‘scoundrels’ and ‘fiscal folly,’ slashes his exposure to U.S. stocks

Discussion in 'Economics' started by faet, Feb 23, 2025.

  1. faet

    faet

    It surely says nothing cheerful that Warren Buffett, the world’s most famous and successful investor, now holds more than half of his company’s net assets in cash and Treasury bills.

    Or that the legendary chairman of the Berkshire Hathaway conglomerate now has more in cash than he does in traded U.S. stocks.
    Or that in his latest annual letter to investors, the 94-year-old has taken a break from his usual patriotic boosterism, and instead is warning about the risks to America from “fiscal folly” and from “scoundrels and promoters” who “take advantage of those who mistakenly trust them.”

    “The American process has not always been pretty,” he wrote.
    It’s a far cry from his usual cheerleading. It’s only four years since he was writing: “Never bet against America.”

    But for those scouring his latest annual report for profitable opportunities, Buffett’s comments and financial data suggest that the stocks of the five Japanese “mini-Berkshire” conglomerates he’s been buying since 2019 look like good value.

    https://www.marketwatch.com/story/w...y-slashes-his-exposure-to-u-s-stocks-15c6e66a
     
    VPhantom, schizo, Sprout and 4 others like this.
  2. Warren made his best bets on High Fructose Corn Syrup, Massive amounts of tacky late night commercials selling shit auto insurance and buying old, rusted assets of USA and cash cowing them. Corn is grown in Nebraska. Mutual Insurance has always had a huge presents in Omaha. And ..of course..the rail road.

    https://finance.yahoo.com/news/warren-buffett-says-insurance-most-144516096.html

    Not really genius level investing. But warren knew that americans would be a great captive audience of Fat, Sugar and cheap commercials. And warren knew that the fed would print trillions after the 2009 US bankruptcy.

    The fed can't print any longer. And the fed is no longer buying treasuries. And cleaning up all the fat and sugar health issues and toxic insurance is NOT SOMETHING warren wants any part of. Fat and sugar and poor health and horrible health/auto insurance are some of america's biggest problems.Warren wants the US tax payer to foot all the bills to clean the mess he made. Trump is Not on the same page. Trump is looking to push much of the repair bills onto people like warren. Trump is cutting the third world labor of warren's companies. Trump is investigating toxic insurance. Trump is putting tariffs on Warren's cheap third world import resources. We knew this day would come. We couldnt just keep kicking the can down the road. And warren wont be around to pay the bill anyway. He didnt seem to really care that much about america after all.



    I wouldnt want to keep my money in cash..with warren. Nor Treasuries.
     
    Last edited: Feb 23, 2025
  3. newwurldmn

    newwurldmn

    You are so smart. how come you aren’t as rich as Warren?
     
    faet likes this.
  4. MarkBrown

    MarkBrown

    dude is a true pos... and so are most the products he is associated with.
     
  5. Cam12

    Cam12

    The man outperforms the market consistently for six decades, delivering returns most people can only dream about all. (Even by investing in fructose and car insurance and chewing gum)

    I'd call that genius level investing
     
  6. nitrene

    nitrene

    Buffett is scammer like all Oligarchs. He is a great actor on TV though with his grandpa routine.

    I remember a quote of his in the late 1980s about how Tobacco was the perfect product to sell since it was addictive. That's also why loved See's Candies, Coke, etc.
     
  7. Cam12

    Cam12

    Who got scammed and how?
     
    faet likes this.
  8. Hes got most of the funds in cash and treasuries. I seriously doubt he ''out performs the market''.
     
  9. Cam12

    Cam12

    Doubt it all you want. Facts are facts.

    Annualized returns over the last 6 decades
    upload_2025-2-24_16-48-52.png
     
    faet, albion, Adam777 and 3 others like this.
  10. I think you completely miss the point. His insurance companies never paid on their claims. Of course his returns were good. He just collected premiums.

    And Now..Non of our USA insurance companies want to pay their claims. Insurance in USA is now Toxic. Warren was a pioneer in Toxic insurance. An early mover.

    And .. he helped america become extremely unhealthy ..all at the same time. Coke cost like $2 a can And its just corn syrup and artifical flavoring.
     
    #10     Feb 24, 2025
    tomas262 likes this.