Subject: Re: Buffett, will he shock most of us ?
I'm not lightening up, but I am also less concentrated in BRK than some here.

I think BRK has better odds for higher returns compared to the alternatives (even if that is lower than average, historically), would disproportionately benefit in a flight to safety, and would have some odds for 2008 for productively deploying the dry power. I assume, because of the change in the cash position, that they have a strategy and a shopping list for if/when any crisis comes to pass.