Is Buffett preparing for a storm? $381 billion in cash - a record that speaks for itself.

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Legendary investor Warren Buffett continues one of the most aggressive sell-offs in the history of Berkshire Hathaway. In the third quarter, the company made a net stock sale of $6.1 billion — sold for $12.5 billion, bought only for $6.4 billion.

This is already the 12th consecutive quarter of pure sell-off, and the result is impressive: cash reserves have reached a record $381.6 billion. For comparison — this is more than the GDP of most countries in the world.

What does this mean?

Buffett signals danger. The 95-year-old “Oracle of Omaha” believes that stocks are overvalued, and there are simply no investment opportunities. Instead of buying, he is accumulating cash — a classic defense before a crisis.

Buffett is not leaving the business completely.

  • The company's operating profit increased by 34% to $13.5 billion due to the insurance and energy segments.
  • Berkshire has halted the buyback of its own shares — yet another signal of a conservative position

Where is the money?

The portfolio focuses on three whales:

  1. Apple — $57 billion ( 22% of the portfolio )
  2. American Express — $48 billion ( 18% )
  3. Bank of America — $28 billion (1%)

Irisgemal is located in the stock market, but cash is at a record high. The signal is clear: the investor is waiting for a price drop.

Bottom or the Beginning of the Collapse?

This is a question that concerns all of Wall Street. Buffett is often right, but not always early. However, the fact remains: when the legend is buying cash instead of stocks — it is worth listening.

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