Oil Crisis? Warren Buffett Knows What Comes Next
Video Overview & Insights
Oil crises always follow the same pattern but most investors miss it.
It is actually not 'cash'. Its short term treasury bills. So he collects a small return.
Also, what most videos dont mention; part of the 'cashpile' is needed to cover the insurance activities. I think i remember it was mentioned somewhere that Berkshire needs about 100 billion for that.
In this video, we break down what Warren Buffett is really doing with his massive cash position, and why oil spikes often lead to something much bigger.He’s not chasing oil..he’s waiting for what comes next.
I moved my retirement to 25% cash/bonds in February .And it'll stay like that until we have a major major correction. At bare minimum 20% drawdown like the tariff tantrum of April 2025.
More User Perspectives
Adjusted for inflation.... You're in deep shit... Only buy a pair of rubber boots....
@Rick-qf5deThat’s a big number, but what % of the total portfolio is cash?
@quietlikeI've seen how this movie ends before and Buffett has seen how this movie ends a dozen times.
@JollyLamaCreationsThis was a good one, think you got a good read on what is going on here and Buffets mindset.
@crash4dafunbest for all would be if there was a complete reset, meaning that his 400 billion are worth nothing anymore :)
@s4ngetsuI have been hearing we are in a bubble since 2017. Here we are almost a decade later and nothing has changed. Warren Buffet was being criticized for its cash pile clear back in 2017. That means stocks are going to have to fall below 2017 levels just to make up for being criticized for holding so much cash back then and to make up for all the gains he has missed out on. As soon as stock market crashes 30% the FED and the government will intervene AGAIN, because there levels of intervention have only gotten more extreme since 2008.
@tylerhill9483Buffett in holding $382 Billion in cash…I get it..I’m holding cash too.
@rodcoulter997All of the wealth going to a tiny group of people. Capitalism is the monopoly game writ large over the entire planet. Neo-feudalism here we come.
@benwherlock9869Buffett Knows the great taking is just around the corner and doesn't want to get took.
@brianmendenhall1440I'm beating Buffet over the last 26 years.....since 2000 just bought silver and gold. There Warren, take your spreadsheets and shove them up your Berkshire Hathaway.
@Voltaire44I have to agree that too much $ is chasing small declines & no one or almost no one is scared yet. That sell sell market won't take hold until we see a couple 15 to 20% drops then on one of those days when retailers show the worst buying numbers in decades the market will go real correct better then 30 or even upwards 40%. The comeback however may take us into 2035.
@bwoutchannel6356I am by no means a financial expert, but what's happening and is going to happen it's just going to be ultimately the byproduct of economic physics.
@erickesslercoachHe sees the incoming adjustments, and the writing on the wall.
@Sweetpea-2023