Subject: Re: Brk up again, does anyone have a clue
Main one: market go up.
I donīt buy that. As I pointed out repeatedly and was easy to see too often this year Berkshire moved exactly opposite to the market. Then the explanation always was "Flight to safety" respectively "Berkshire is boring, the magic and momentum is in the high-flyers". Explanations which made sense, contrary to this one now.