Subject: Re: Tarifs effect on markets
WEB as to venting or reducing I have far-far-far-far-far more cash on hand in treasuries than ever in my life both in size and in percentage. Again my situation is blandly out in the open and it takes all of a few seconds to see how ole deal is progressing/regressing.

high 30% in Berk
low 40% in AJ Gallagher

The next bunch gets me over the 90% mark in ranked in order of size:

Meta
Fairfax
Lowe's
Brown and Brown
Erie Indemnity
Norfolk Southern
Coke
Pepsi
Mondelez
Hershey (My outlay recently in Hershey was the largest stock outlay I have ever made)
BAM and BN


So I can't run or hide but because of time I do have far more coming in than going out and I can accumulate cash that seems relevant to me in a hurry.