It has been proven that Mr. Ba was the first to see through the magical market after "Understanding King" came to power. Everyone take a look at Berkshire's latest trump card: nearly 60% of the positions are held in cash, and stocks have been cut down to only 40%! This cash reserve directly breaks historical records.

What does this indicate? They smelled extremely dangerous signals long before the election and distributed the chips to the buyers in advance, exchanging them for a handful of US dollars. While we are staying up late on the chain, betting on dozens of points of rebounds, the top bosses are directly watching from the sidelines, just waiting for the upcoming crash to comfortably pick up the bloody chips.

In this circle, sometimes "not operating" is the highest-level operation. Holding U and watching others dig into their pockets during fluctuations has already outperformed 90% of the blind fidgeters. Let's also learn from the old man's composure, as long as the green mountains remain, we need not worry about firewood!

#宏观分析 #巴菲特 #交易逻辑 #空仓 #币安广场2026