Subject: Re: Todays Barron's, Buffett moves on from buy and hol
why force the markets to play, name that tune, every quarter?


Buffett has stated quite clearly that he does not want to disclose more about his trades than the law requires, for strategic reasons. He has however given us a bit more information than he needed to - he has said that small trades will almost always be from one of his lieutenants (T&T), although the recently increased size of their portfolios makes some ambiguity possible.

Of course we are curious and we speculate about who has done what trade, and why positions recently opened have been closed, and why there is sometimes some trimming of positions or tiny increases. No one is forcing us to play this game, but no one is stopping us from playing either. Let the game go on, but please, no whining!

DTB