Anyone else think about Buffet getting caught with his pants down if he doesn't deploy his cash before the printer goes into overdrive?
He is sitting on $334B in cash with nothing to do and supposedly reads all day.
His last annual letter to shareholders said, "Often, nothing looks compelling; very infrequently we find ourselves knee-deep in opportunities"
He's got enough time and headlines now to to be aware that:
US dollar dominance is being strategically reconfigured
Emerging financial tensions between US, EU, China
AI Developments and Robots doing backflips
There is a Bitcoin Strategic Reserve
IMF is calling Bitcoin "Digital Gold"
Potential realignment of monetary and security zones
Emerging strategic choices for countries: maintain dollar access, preserve policy flexibility, or avoid US-China rivalry
MSTR's growth outpacing NVIDIA
And now Gamestop trolling Berkshire his own site with a Bitcoin announcement.
You can't make me think he's not aware of these things. And if he is, then I'm betting he has a slightly different outlook on Bitcoin now than rat poison squared.
If he hasn't changed his mind, could it be likely that even he's not aware of the printing that is coming.
He might end up being caught with his pants down.