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Nov 11·edited Nov 11Author

Warren Buffett has amassed a record $325 billion in balance sheet cash at Berkshire Hathaway according to its most recent quarterly results. He has sold off significant portions of his Apple and Bank of America holdings, reducing his equity market exposure.

He has paused his repurchases of Berkshire stock - he only buys back stock when he considers it to be trading below intrinsic value.

He also recently described what he is seeing in the market as "casino-like behaviour".

What does this say to you about his assessment of current market valuations and economic conditions?

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