Berkshire been selling US stocks aggressively YTD. esp tech & finance stocks.

Buffett clearly mentioned in his latest Berkshire s/holder meeting; it’s not about the 5% yield for holding cash, he simply believe cash is the best position right now
(translate: US stocks not worth buying now)

“be fearful when others are greedy.”

watch what he does, not always what he says, as he can’t say lots without moving the markets.

#smartmoney
#berkshire