MARKETS,Anybody even yet?

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dinghy
Video Poker Master
Posts: 1792
Joined: Mon Apr 29, 2019 8:24 am

Re: MARKETS,Anybody even yet?

Post by dinghy »

wildman49 wrote:
Thu Jul 31, 2025 7:43 am
INTC under 20 will slowly load up
Sounds good. I'm occupied with other buys, so I'll likely wait for 18 if it happens.

The broad US indices are relentlessly firm, but some of the individuals are racing to the bottom.

I've got purchases from earlier this week that now look ridiculous, although that's how I build big positions.

I'm building my UNH, with a buy at 254.

dinghy
Video Poker Master
Posts: 1792
Joined: Mon Apr 29, 2019 8:24 am

Post by dinghy »

In again, CWH Camping World.

Image

dinghy
Video Poker Master
Posts: 1792
Joined: Mon Apr 29, 2019 8:24 am

Post by dinghy »

A startling divergence between Berkshire [BRK.B] (blue line) and the broad US stock market [VTI] (magenta):

Image

Year-to-date, they've almost been inversely correlated.

Berkshire's cash+short-term allocation is unprecedented. Latest reporting was over $300b against a $1t market cap.

On social media, I see a lot of comments suggesting Buffett's a retard. I think I want to see a little more market action before I draw that conclusion.

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