What Warren Buffett’s recent moves say – and don’t say – about today’s market
Warren Buffett’s Berkshire Hathaway has been reducing its holdings in Apple and Bank of America, leading to speculation about market implications. However, this may not necessarily indicate a macroeconomic view. Buffett’s selling may simply reflect the large size of these positions and the need to diversify. As Buffett prepares for succession, the future of Berkshire’s…