Subject: Brk and the cash,
“ Summary

Buffett's $325 billion cash position suggests he is preparing for potential market downturns rather than targeting a specific large investment.
Cash serves as a defensive strategy against market risks, especially given current high valuations and potential future market stagnation or crashes.
Both Buffett and I believe in avoiding precise market timing, focusing instead on valuation-oriented decisions.
Buffett's actions often reflect his market outlook more accurately than his words, emphasizing the importance of strategic cash reserves.“ https://seekingalpha.com/artic...