Warren Buffett saw that the sale was coming and keeping money, says the analyst, while the markets are waiting for their next move – “Patience is more than a virtue, it’s a weapon”

• After Warren Buffetta Sold $ 134 billion in Capital 2024 and sits on a monetary pile of $ 334 billion, one analyst said that “Oracle of Omaha” saw that he was an current sale. Although it is little probably that Buffett will make great moves during the current turmoil on the market, some think that it will look internationally or round up the insurance job.

In the middle of a sale on the stock market, Berksshire Hathaway Recent capital movements of the Warren Buffetta CEO suggests that he was prepared for this, according to an analyst.

After overturning more than 10% from his last top, Nasdaq It remains in the territory of the correction. The S&P 500 also entered the correction, although Friday compared its decline to less than 10% compared to all the time.

This emphasized Berksshire’s recent storage of money as a particularly ancient. Asked if Buffett saw that the sale was coming, Armando Gonzalez, the founder of the research platform at Ai-Powerged Bigdata.com, said the evidence suggests that it was.

“Buffett’s actions in the past year were an example of a position of positioning for turbulence,” he said in response to the E -Stand to questions from the questions from Wealth.

Berksshire sold $ 134 billion in capital in 2024, ending the year with a cash bunch of $ 334.2 billion – already twice doubled compared to the year and more than a $ 272 billion portfolio reduction.

Gonzalez also noted that Buffett’s recent comments were equipped with caution, emphasizing inflation problems and geopolitical insecurity. For example, he warned Tariff that President Donald Trump’s tariff is caused by the increase in prices.

“History shows when Buffett converts a net seller, it often predicts a period of performance subpar markets,” Gonzalez said. “And once again, it seems that Oracle from Omaha was in front of the curve.”

With the stocks that are good from their high ones, the question arises: will the famous buffett conscious value begin to arrange his money by doing some big shopping?

To be safe, Berksshire has made some moderate stock shopping. But preferring bids, Buffett historically seems to be invested in companies when the estimates are low. During the peak of the 2008 financial crisis, for example, Buffett distributed $ 3 billion in General Electric whose price has touched.

In his latest letter to the Berksshire shareholders, Buffett repeated his perennial opinion that the estimates remained high.

Gonzalez said it was possible that Buffett could start buying, but only if true offers occur, noting that his record shows a deep aversion to a hurry, even when the markets fall.

“There is no interest in determining time at the bottom of the market, nor does the prosecution of short -term jumps,” he said. “Instead, he waits for moments when fear brings prices to the levels where the risk reward equation is decisively leaning in his favor.”

If Buffett should finally decide to make a big purchase, Gonzalez expects his next move to be used with a scalpel and not with “wide markets”, if any at all.

“In the Buffett world, patience is more than a virtue, it’s a weapon,” he added.

Although it is uncertain whether Buffett will go forward with a contract during the current market selling, said Cathy Seifert of CFRA Research Wealth She would not be surprised if Berksshire rounds off his insurance shares.

She added that the estimates were still not cheap dirt, while Cash Buffett parked him a good return in treasury bonds, and a competitive environment for contracts changed.

In addition, Buffett showed great interest in Japanese trade companies, suggesting “an increasing appetite for international diversification,” Gonzalez said.

Since 2019, Berksshire has invested in the five largest Japanese Soga Shosha, which invest in sectors at home and abroad. Trading houses –Itoch,, Marubeni,, Mitsubishi,, Mitsuiand Sumitomo“Make” in a way similar to Berkshire himself, “Buffett wrote in his annual letter.

While Buffett sits on a bunch of money, his agents that can be arranged can grow even more as rumors about a rare circle of sales in Berksshire.

AND Wall Street Journal reported that real estate mediation Compass He was in advanced conversations to buy American Home Homeseses from Berksshire Hathaway.

According to the annual Berksshire report, Homeservice has 820 brokerage offices and 270 franchises in 2024.

Berksshire Hathaway has not returned Happiness Request for comment.

This story is originally shown on Fortune.com

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