Analyst: Buffett's massive holdings reduction round is not a bearish on the economy, but is based on rational choices in valuation discipline and risk management. At a time when market sentiment was high, he chose to “settle the bag and save more than 160 billion US dollars in cash for Berkshire, waiting for the next crisis or miskill opportunity. With his official handover to Abell, this “24 billion dollar sales wave” is probably the last strategic adjustment paving the way for a new era — not leaving the market, but rather accumulating energy.

Analyst: Buffett's massive holdings reduction round is not a bearish on the economy, but is based on rational choices in valuation discipline and risk management. At a time when market sentiment was high, he chose to “settle the bag and save more than 160 billion US dollars in cash for Berkshire, waiting for the next crisis or miskill opportunity. With his official handover to Abell, this “24 billion dollar sales wave” is probably the last strategic adjustment paving the way for a new era — not leaving the market, but rather accumulating energy.