Buffett’s Cash Fortress: A Strategic Pause?
Buffett’s strategy has always been the financial equivalent of bringing a spoon to a sword fight. While Wall Street’s bulls charge headlong into the AI-fueled Magnificent Seven, Berkshire has been a ghost in the machine, holding just Apple and Amazon. It’s a curious dance-like watching a chess grandmaster sit out a game of checkers. Does Buffett know something we don’t? Perhaps he’s simply bored with the current board and waiting for a new game to begin.