Is most everyone hanging out in cash, waiting for a reset in equity prices? Or are some of you shifting to bonds..maybe not for long duration, but shorter, to try and capitalize on interest rate reductions sometime this year and squeak out a bit more in total return? Or do you feel a roller coaster ride is more likely, a whipsaw effect; that is, Fed QE to ease accelerating deflationary concerns, followed by QT to resume the battle against sticky inflation. Seems like bonds may be caught between a rock and a hard place, unless you plan on riding through the cycles to maturity. Bond index funds may be more liquid? Our massive debt worries me, and we’re quickly arriving at a point where the interest on that debt has surpassed 1 trillion, double what it was a couple years ago. In 2019 or so, wasn’t that debt clock registering about 20 trillion or so…and now, 5 years later, it’s approaching 34 trillion? Scary numbers…I hope Warren will address this subject at the upcoming meeting.

Berkshire Hathaway FAQ

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