Just looking at Berkshire’s 13F filings. They are adding UNH, NUE, LEN, DHI, LAMR IN 2Q.
Looks like Berkshire is deep into the housing sector. What is their portfolio hinting us?
I think, we’re going to get a lot of rate cut. These people know that Powell has been behind the curve A LOT!
So for you who are too afraid on current market condition, I tell you here, we are still so Fucking early!!
