Why Buffett’s Bearishness Should End V-Shaped Recovery Talk
The Breakdown - Un pódcast de Nathaniel Whittemore
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Key takeaways from Buffett's 4.5 hour presentation on Saturday night, including: Why Berkshire sold their entire $6.5B stake in the airline industry Why they were sitting on $137B in cash Why they haven’t made any investments How the Fed gave companies better terms than they were willing to It was hard not to watch the presentation and conclude that Buffett feels that there are simply too many unknowns in the world going forward to feel comfortable doing much in the market right now.
