Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

I am also sitting on a healthy amount of cash (G Fund, hello!) but cash can (and will) be printed and the money printers will be running at full-tilt if things go south in the Persian Gulf. Therefore, sitting on hard assets like gold and bitcoin, in addition to a healthy cash position, makes sense to me. (Of course, I'm also holding my real estate investments, but those are long-term assets that I can't easily exit anyway in response to sudden events like this insane war.)

bitcoin... hard asset?! Ha.

It's much harder than my "U.S. Dollar" coin, which can and will be printed to infinity. Weimar, anyone?

I hope you've got a wheelbarrow ...

Oh man - you're one of those crazies.

Yeah. I mean, it's not like it's ever happened in history, where a highly functional, civilized nation with a strong economy completely collapsed and its currency became worthless and its government run by a madman elected by the people. I'm just imagining things lol.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

I am also sitting on a healthy amount of cash (G Fund, hello!) but cash can (and will) be printed and the money printers will be running at full-tilt if things go south in the Persian Gulf. Therefore, sitting on hard assets like gold and bitcoin, in addition to a healthy cash position, makes sense to me. (Of course, I'm also holding my real estate investments, but those are long-term assets that I can't easily exit anyway in response to sudden events like this insane war.)

bitcoin... hard asset?! Ha.

Yeah this thread is getting dumber by the post as what typically happens on these longer threads.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

I am also sitting on a healthy amount of cash (G Fund, hello!) but cash can (and will) be printed and the money printers will be running at full-tilt if things go south in the Persian Gulf. Therefore, sitting on hard assets like gold and bitcoin, in addition to a healthy cash position, makes sense to me. (Of course, I'm also holding my real estate investments, but those are long-term assets that I can't easily exit anyway in response to sudden events like this insane war.)

bitcoin... hard asset?! Ha.

It's much harder than my "U.S. Dollar" coin, which can and will be printed to infinity. Weimar, anyone?

I hope you've got a wheelbarrow ...

Oh man - you're one of those crazies.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

I am also sitting on a healthy amount of cash (G Fund, hello!) but cash can (and will) be printed and the money printers will be running at full-tilt if things go south in the Persian Gulf. Therefore, sitting on hard assets like gold and bitcoin, in addition to a healthy cash position, makes sense to me. (Of course, I'm also holding my real estate investments, but those are long-term assets that I can't easily exit anyway in response to sudden events like this insane war.)

bitcoin... hard asset?! Ha.

It's much harder than my "U.S. Dollar" coin, which can and will be printed to infinity. Weimar, anyone?

I hope you've got a wheelbarrow ...

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

I am also sitting on a healthy amount of cash (G Fund, hello!) but cash can (and will) be printed and the money printers will be running at full-tilt if things go south in the Persian Gulf. Therefore, sitting on hard assets like gold and bitcoin, in addition to a healthy cash position, makes sense to me. (Of course, I'm also holding my real estate investments, but those are long-term assets that I can't easily exit anyway in response to sudden events like this insane war.)

bitcoin... hard asset?! Ha.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

I am also sitting on a healthy amount of cash (G Fund, hello!) but cash can (and will) be printed and the money printers will be running at full-tilt if things go south in the Persian Gulf. Therefore, sitting on hard assets like gold and bitcoin, in addition to a healthy cash position, makes sense to me. (Of course, I'm also holding my real estate investments, but those are long-term assets that I can't easily exit anyway in response to sudden events like this insane war.)

bitcoin... hard asset?! Ha.

Anonymous wrote:

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

I am also sitting on a healthy amount of cash (G Fund, hello!) but cash can (and will) be printed and the money printers will be running at full-tilt if things go south in the Persian Gulf. Therefore, sitting on hard assets like gold and bitcoin, in addition to a healthy cash position, makes sense to me. (Of course, I'm also holding my real estate investments, but those are long-term assets that I can't easily exit anyway in response to sudden events like this insane war.)

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:The highly sophisticated investors on this thread are now comparing themselves to Warren Buffet!

Massive egos or delusional?

And you think adamantly taking the opposite view of Biffet doesn’t make you sound delusional? Your ego is so large you need to prove you make better investment decisions that Buffet?

Buffet is sitting on like a 340bn cash stock pile right now, so my sitting in G is not a bad call. I am holding G because I really do want to be in C or I or a combo, but I think I can park my money in G for a while while the market keeps falling. I think I am right about this. I have been right the last 30 days since I moved from I to G and I think time will prove me right. If not, you cucks on here can laugh at my expense. However, you all read the news I hope. You see the pessimism, lack of jobs, inflation, oil prices and the like. You all really think the S&P is just itching to rally over the next few years? I don’t. I think we are headed for a massive recession or at best a hard economic time. Once I feel the market is in sufficiently down, I will move to C or I and have been able to buy more shares because I sat in G and didn’t lose principle. It ain’t that crazy.

Buffet is using that cash pile to buy businesses at attractive valuations. Your cash pile is just sitting there.

NP here:

Buffet's cash pile is growing faster than he spends it on buying businesses. It is, in fact, just sitting there in Treasuries.

As of late 2025/early 2026, Berkshire Hathaway has prioritized holding a record-setting cash pile of over $300–$381 billion, largely invested in U.S. Treasury bills, over making significant stock purchases. Warren Buffett has been a net seller of stocks for 12+ consecutive quarters, indicating a cautious stance due to high market valuations (AI-driven), choosing to remain on the sidelines rather than overpaying for assets.

Key Aspects of Berkshire's Cash vs. Purchase Strategy:
Record Cash Hoard: The company holds over $300 billion in cash and short-term investments, roughly 27% of its total assets, the highest in its history.
Net Seller Status: Berkshire has consistently sold more stocks than it purchased, acting as a net seller for over three years.
"Dry Powder" Strategy: The cash acts as "dry powder," providing maximum flexibility for future acquisitions, covering insurance obligations, and ensuring safety during potential market downturns.
High Valuations: Buffett views the current stock market (S&P 500) as overvalued, as shown by the high Buffett Indicator (market cap to GDP), preferring to hold cash yielding respectable returns rather than buying expensive stocks.
Yielding Cash: The cash isn't idle; it's generating over $13 billion in risk-free interest, making it a lucrative waiting game.
Reduced Buybacks: For the first time in several years, Berkshire halted share repurchases in Q3 2025, suggesting even their own shares were not undervalued.

Do you think this article supports the OP's assertion that he can beat the market via market timing?

Anonymous wrote:Tuesday at 8pm is either going to be the end of the war or the beginning of the depression. That is no exaggeration.

If Iran doesn't surrender, they will destroy the refineries of Qatar. Trump has made it clear they won't get a second chance to strike back. 40% of the world's raw materials and energy, including fertilizer gone.

In such a situation sitting in anything but cash seems like idiocy.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:The highly sophisticated investors on this thread are now comparing themselves to Warren Buffet!

Massive egos or delusional?

And you think adamantly taking the opposite view of Biffet doesn’t make you sound delusional? Your ego is so large you need to prove you make better investment decisions that Buffet?

Buffet is sitting on like a 340bn cash stock pile right now, so my sitting in G is not a bad call. I am holding G because I really do want to be in C or I or a combo, but I think I can park my money in G for a while while the market keeps falling. I think I am right about this. I have been right the last 30 days since I moved from I to G and I think time will prove me right. If not, you cucks on here can laugh at my expense. However, you all read the news I hope. You see the pessimism, lack of jobs, inflation, oil prices and the like. You all really think the S&P is just itching to rally over the next few years? I don’t. I think we are headed for a massive recession or at best a hard economic time. Once I feel the market is in sufficiently down, I will move to C or I and have been able to buy more shares because I sat in G and didn’t lose principle. It ain’t that crazy.

Buffet is using that cash pile to buy businesses at attractive valuations. Your cash pile is just sitting there.

NP here:

Buffet's cash pile is growing faster than he spends it on buying businesses. It is, in fact, just sitting there in Treasuries.

As of late 2025/early 2026, Berkshire Hathaway has prioritized holding a record-setting cash pile of over $300–$381 billion, largely invested in U.S. Treasury bills, over making significant stock purchases. Warren Buffett has been a net seller of stocks for 12+ consecutive quarters, indicating a cautious stance due to high market valuations (AI-driven), choosing to remain on the sidelines rather than overpaying for assets.

Key Aspects of Berkshire's Cash vs. Purchase Strategy:
Record Cash Hoard: The company holds over $300 billion in cash and short-term investments, roughly 27% of its total assets, the highest in its history.
Net Seller Status: Berkshire has consistently sold more stocks than it purchased, acting as a net seller for over three years.
"Dry Powder" Strategy: The cash acts as "dry powder," providing maximum flexibility for future acquisitions, covering insurance obligations, and ensuring safety during potential market downturns.
High Valuations: Buffett views the current stock market (S&P 500) as overvalued, as shown by the high Buffett Indicator (market cap to GDP), preferring to hold cash yielding respectable returns rather than buying expensive stocks.
Yielding Cash: The cash isn't idle; it's generating over $13 billion in risk-free interest, making it a lucrative waiting game.
Reduced Buybacks: For the first time in several years, Berkshire halted share repurchases in Q3 2025, suggesting even their own shares were not undervalued.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:The highly sophisticated investors on this thread are now comparing themselves to Warren Buffet!

Massive egos or delusional?

And you think adamantly taking the opposite view of Biffet doesn’t make you sound delusional? Your ego is so large you need to prove you make better investment decisions that Buffet?

Buffet is sitting on like a 340bn cash stock pile right now, so my sitting in G is not a bad call. I am holding G because I really do want to be in C or I or a combo, but I think I can park my money in G for a while while the market keeps falling. I think I am right about this. I have been right the last 30 days since I moved from I to G and I think time will prove me right. If not, you cucks on here can laugh at my expense. However, you all read the news I hope. You see the pessimism, lack of jobs, inflation, oil prices and the like. You all really think the S&P is just itching to rally over the next few years? I don’t. I think we are headed for a massive recession or at best a hard economic time. Once I feel the market is in sufficiently down, I will move to C or I and have been able to buy more shares because I sat in G and didn’t lose principle. It ain’t that crazy.

Buffet is using that cash pile to buy businesses at attractive valuations. Your cash pile is just sitting there.

Sitting in G not losing value while the market drops from global issues, tariff impacts, cpi, PPI, and oil shocks…yeah I’m fine. It feels great. I’m sure Fox is telling you all about great things are. I’m gonna hang out and chill. Have fun on the downtrend.

Bleeding heart liberal who knows market timing is stupid, but thanks for your concern.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:The highly sophisticated investors on this thread are now comparing themselves to Warren Buffet!

Massive egos or delusional?

And you think adamantly taking the opposite view of Biffet doesn’t make you sound delusional? Your ego is so large you need to prove you make better investment decisions that Buffet?

Buffet is sitting on like a 340bn cash stock pile right now, so my sitting in G is not a bad call. I am holding G because I really do want to be in C or I or a combo, but I think I can park my money in G for a while while the market keeps falling. I think I am right about this. I have been right the last 30 days since I moved from I to G and I think time will prove me right. If not, you cucks on here can laugh at my expense. However, you all read the news I hope. You see the pessimism, lack of jobs, inflation, oil prices and the like. You all really think the S&P is just itching to rally over the next few years? I don’t. I think we are headed for a massive recession or at best a hard economic time. Once I feel the market is in sufficiently down, I will move to C or I and have been able to buy more shares because I sat in G and didn’t lose principle. It ain’t that crazy.

Buffet is using that cash pile to buy businesses at attractive valuations. Your cash pile is just sitting there.

As of late 2025/early 2026, Berkshire Hathaway has prioritized holding a record-setting cash pile of over $300–$381 billion, largely invested in U.S. Treasury bills, over making significant stock purchases. Warren Buffett has been a net seller of stocks for 12+ consecutive quarters, indicating a cautious stance due to high market valuations (AI-driven), choosing to remain on the sidelines rather than overpaying for assets.

Key Aspects of Berkshire's Cash vs. Purchase Strategy:
Record Cash Hoard: The company holds over $300 billion in cash and short-term investments, roughly 27% of its total assets, the highest in its history.
Net Seller Status: Berkshire has consistently sold more stocks than it purchased, acting as a net seller for over three years.
"Dry Powder" Strategy: The cash acts as "dry powder," providing maximum flexibility for future acquisitions, covering insurance obligations, and ensuring safety during potential market downturns.
High Valuations: Buffett views the current stock market (S&P 500) as overvalued, as shown by the high Buffett Indicator (market cap to GDP), preferring to hold cash yielding respectable returns rather than buying expensive stocks.
Yielding Cash: The cash isn't idle; it's generating over $13 billion in risk-free interest, making it a lucrative waiting game.
Reduced Buybacks: For the first time in several years, Berkshire halted share repurchases in Q3 2025, suggesting even their own shares were not undervalued.