All things STOCKS

#17,680
#17,680
wtmvol said:
If we can string together about 100 of those days in a row, maybe I can get back on track to have a chance of retiring!
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I’m a banker so I follow closely. Today has been another 💩 show. I wish Trump and China could agree on a deal to stop the uncertainty.

Usually the inflation results would impact the market but not today as it’s all about the tariffs.
 
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#17,681
#17,681
PPI MoM -0.4%, Exp. 0.2%
PPI Core -0.1% MoM, Exp. 0.3%
PPI 2.7% YoY, Exp. 3.3%
PPI Core 3.3% YoY, Exp. 3.6%

Market would be through the roof right now if not for the tariff situation. Keep buying fellas.
 
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#17,684
#17,684
There’s time. Don’t get hung up on FOMO.

AAPL has issues to work through. Tim Cook went all in on Chyna. That will take some time to change direction.

As aggressive and as delusional as Xi and the CCP are right now, there’s a lot of risk and uncertainty out there. Alternates to PPE and medicine could probably be addressed quickly. But chips are going to take a while to decouple. Especially if Taiwan is included.

The chip equipment makers should do well if we move forward on diversifying that manufacturing footprint. AMAT. AMSL. LAM. KLA.
 
#17,691
#17,691
Nothing to do at this point but be patient and wait it out. And put idle cash to work if you have the stomach for it and the risk tolerance. Avoid debt burdened companies as it could last a while. Small, poorly capitalized companies are going to fail.

If Trump reverses from here the backlash from the MSM isn’t going away. The time frame is the mid-term elections which will be off and running a year from now.
 
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#17,694
#17,694
You guys have probably seen this. Berkshire has more in T Bills than the Federal Reserve now. Buffett seems to betting on stocks being too volatile for quite awhile.

www.barchart.com

Warren Buffett’s Berkshire Hathaway Now Owns 4.89% of the Entire U.S. Treasury Bill Market

Berkshire Hathaway now owns approximately 4.89% of the entire U.S. Treasury bill market, holding over $300 billion in T-bills as part of Warren Buffett’s conservative strategy to preserve liquidity and capitalize on future opportunities.
www.barchart.com www.barchart.com
 
#17,695
#17,695
SayUWantAreVOLution said:
You guys have probably seen this. Berkshire has more in T Bills than the Federal Reserve now. Buffett seems to betting on stocks being too volatile for quite awhile.

www.barchart.com

Warren Buffett’s Berkshire Hathaway Now Owns 4.89% of the Entire U.S. Treasury Bill Market

Berkshire Hathaway now owns approximately 4.89% of the entire U.S. Treasury bill market, holding over $300 billion in T-bills as part of Warren Buffett’s conservative strategy to preserve liquidity and capitalize on future opportunities.
www.barchart.com www.barchart.com
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When Berkshire moves back into equities, they need to unwind their t-bill holdings carefully or they could crash that market and drive up interest rates. Wouldn’t be good for the deficit. They could set themselves up to be targeted by regulators to split up the company.
 
#17,696
#17,696
Thunder Good-Oil said:
When Berkshire moves back into equities, they need to unwind their t-bill holdings carefully or they could crash that market and drive up interest rates. Wouldn’t be good for the deficit. They could set themselves up to be targeted by regulators to split up the company.
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I assume Berkshire wants no part of being split up.

That's a massive amount of T-Bills, at least to me, which is a pretty lousy sign, again to me, that Buffett sees nothing or virtually nothing as a good deal in this dip.
 
#17,697
#17,697
SayUWantAreVOLution said:
I assume Berkshire wants no part of being split up.

That's a massive amount of T-Bills, at least to me, which is a pretty lousy sign, again to me, that Buffett sees nothing or virtually nothing as a good deal in this dip.
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I think those purchases are back dated? As in, we aren't really sure what he is (or not) buying in the last month.
 
#17,698
#17,698
mrorange211 said:
I think those purchases are back dated? As in, we aren't really sure what he is (or not) buying in the last month.
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I've no idea when it all was purchased. Berkshire sold all that Apple last year and had cash. There was speculation he'd get more oil stock, which I think he got some, and a few other buys but Berkshire largely apparently bought T Bills with a lot of it.

They didn't buy big with the cash. They bought safe.
 
#17,699
#17,699
SayUWantAreVOLution said:
I've no idea when it all was purchased. Berkshire sold all that Apple last year and had cash. There was speculation he'd get more oil stock, which I think he got some, and a few other buys but Berkshire largely apparently bought T Bills with a lot of it.

They didn't buy big with the cash. They bought safe.
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Right but that could be changing this quarter and we wouldn't know until disclosures are released.
 
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