The stock god Buffett's recent small moves have left Wall Street stunned:
While crazily selling stocks, he hoarded cash to 344 billion dollars! This amount of cash is more than enough to buy the entire Iceland and even treat the entire nation to a Starbucks. ☕️
Even more dramatic — he even sold 20 million shares of his favorite Apple! But he still praises Cook as the 'best partner.' This operation... is truly a surface brother, secretly taking action.
The old man's 'crisis alarm system.'
Don't forget, every time Buffett does this, there are often big events following:
Before the internet bubble: Cash soared to 35 billion.
Before the financial crisis: Saved up to 70 billion.
Now: 344 billion+, the highest ever! He has continuously net sold stocks for 11 consecutive quarters, even halting his own stock buybacks.
Those who understand, understand. This is not just for fun; it means danger is coming.
What’s the situation of U.S. stocks now?
Buffett's own 'Buffett Indicator' of U.S. stock market value/GDP has now soared to over 210%.
The old man once said: Anything over 200% is playing with fire.
In other words, U.S. stocks are currently partying on Mars. 💃
Buffett's choice to lie flat and hold cash isn’t complicated at all:
U.S. Treasury yields are high, earning 4%-5% risk-free interest.
If there’s a crash, he can directly 'revive fully' and pick up bargains.
It's even possible that he will buy Apple back at a low price later, being a sly fox. 😏
What does that mean for us?
Tech stocks: AI concepts are hot, but 95% of companies see no returns; the bubble may not grow large.
U.S. stock market overall: Valuations are exploding; adjustments could come at any time.
Cryptocurrency: Bitcoin has dropped below the 50-day moving average; if U.S. stocks fall by 20-25%, it’s likely to go down with them.
The final key reminder
Buffett is clearly waiting this time — waiting for the tide to go out.
Only then will we know who truly has the skills and who is swimming naked.
Hold tight to cash, watch the show.
Perhaps we can witness another wave of 'god of stocks' amazing operations.
Stay tuned: $ETH $SOL MEME BAN ZEC BIO
#杰克逊霍尔会议 #加密市场回调 #美联储取消创新活动监管计划
