Warren Buffett may be cashing in stocks ahead of a storm, and could buy them back after it hits, top strategist says

[BlueWavePsych]

The "Oracle of Omaha" has a "history of selling out of the stock market" when economic and financial indicators are "signaling a bear market or a recession is coming," Wedbush's chief investment strategist, Paul Dietrich, told Business Insider.

The investor's conglomerate offloaded $212 billion of shares while only buying $34.5 billion, meaning its net disposals exceeded $177 billion — more than the market value of BlackRock or Boeing..

Buffett also halted stock buybacks for the last four quarters as he no longer saw Berkshire stock as cheap, Dietrich said. The pause marks a big change from Berkshire's peak repurchases of over $20 billion in both 2020 and 2021.

The Wall Street veteran recalled Buffett's famous advice to "be fearful when others are greedy, and be greedy when others are fearful," saying the Berkshire chief is preparing to pounce once valuations fall to attractive levels.

Dietrich said Buffett would use his cash pile "to eventually buy back Apple and the other shares he has sold — but at a major discount —after the current nose-bleed stock market highs eventually come back down to earth."

https://www.businessinsider.com/warren-buffett-stock-sales-cash-apple-dietrich-market-crash-recession-2025-8

Warren Buffett Trump's 'Planned' Crash Explained

[edhopper]

1. Smart thing to do

there is a crash coming. Trump could not do more to ruin the Economy if he was trying to do it.

[bucolic_frolic]

2. Shoe leather investors had quite an advantage up until about the 1990s

Since then, numbers crunchers have produced statistics and valuation models, then private equity jumped aboard with their vivisection and valuation takeovers and buyouts. There isn't much left for major value investors like Warren Buffet.

I call them shoe leather investors because Buffet, and some mutual fund managers like Peter Lynch and John Neff famously traveled and visited prospective investments, that's how they generated their knowledge base. That is not as productive nowadays with modern digital data so readily available.

So Buffet is left with experience and insight and market timing, which CFAs tell the public not to do. Settle for index funds. Be average.

Honestly investing and financial advisors are as bad and corrupt as politicians. It wasn't that Bernie Madoff was not profitable. It was that the profitable portion of his business was 11% of his assets, the other 89% was a Ponzi scheme that he deluded himself into believing he was doing fine and would right the ship.

Now the whole economy, finance, currency, and crypto are asunder.

Prepare. Protect. Defend. Your assets and your future.

[NowsTheTime]

3. Long Term Perhaps...SP500 up 6.5% since this article posted 2 months ago on youtube