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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: knighttof3   😊 😞
Number: of 22351 
Subject: Perplexed
Date: 05/13/25 1:53 PM
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Regarding the short term prices movements in the overall market and in BRK, I am in my default state of perplexed funk. (I do remember Jim's oft-repeated maxim. Maybe that explains all of this.)

I naively thought that, being US-centric, BRK would be in a much better position than the average globally-integrated S&P firm.
The President at first threatened to cut off our collective heads and markets swooned. BRK did not swoon. Understandable.

Then he vacillated and as of now, is only threatening to cut off our nose. 90 days till the rest of the head is cut off.
That's good enough for the market to get to YTD positive, but bad for BRK?

I thought stock markets look 6-9 months ahead. China tariffs still at 30%, UK at 10%, etc. Prices have to rise. Inflation and till Powell is replaced, interest rates should rise. How is this business as usual?

If Buffett starts buying now, should I be surprised or worried or just give up? (I mean Buffett, not BRK - Todd or Ted.)
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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