Post #15436 by hclasvegas on the Shrewdsmith board

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our host taught me a new trick,

“ BRK's 2025 YTD return now trails that of the S&P 500 index. Amazing reversal since May.“

Did anyone here suggest long spy short brkb was the correct trade in January? Did anyone suggest that Buffett should expedite his gifting so that the foundations could sell billions into 525 brkb,6 weeks ago? I’m such a bad partner, off to the park, later folks.

Now let's see IF I can find my post in jan?

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Did anyone here suggest long spy short brkb was the correct trade in January?

It wasn't really the best trade in January, as the relative performance year to date is still relatively flat.
It was however a pretty smart trade if you put it on in April, though.

I have been significantly net short Berkshire since then, and have made quite a bundle. I haven't been long the S&P, but long some things that correlate with it, so that side has made money too. It has been a good three months.

Jim

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