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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: mungofitch 🐝🐝🐝🐝 SILVER
SHREWD
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Number: of 15062 
Subject: Re: Tariff reaction tomorrow?
Date: 02/03/2025 12:53 PM
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No. of Recommendations: 9
What IS happening? Berkshire and the market are at particularly high valuations. It's fine to take some risk off the table and get an easy 4% nominal return. No political forecasting needed.

Cash has done nicely for me. For those living outside the US, the recently rising US dollar (typical of any stretch of flight-to-safety) is a nice boost to local purchasing power, at least in a transient way. On a trade weighted basis the US dollar is up about 2.3% from November-December, up 4.5% from levels typical of last spring and summer, and up 8.7% from the low around end September.

Jim
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