Berkshire's "Buffett Era" is about to end; the "stock god" criticizes the tariff policy but reaffirms his bet on America.

2025-05-04 03:55:33

On May 4, according to Wall Street News, Warren Buffett, the “God of Stocks” of Berkshire Hathaway’s shareholders’ meeting, the annual event of the investment community, once again participated in the whole process, and together with his CEO successor, Greg Abel, the head of Berkshire’s non-insurance business, and Ajit Jain, the head of the insurance business, answered questions from shareholders. Although Buffett did not name Trump by name, he criticized tariffs and trade protectionism, saying that fiscal policy was his biggest concern for the United States, and repeatedly mentioned the risk of a weaker dollar, warning that the value of the currency would be “frightening” if the U.S. government acted irresponsibly. Still, it hinted at continuing to bet on the United States and believe in American exceptionalism. Warren Buffett reiterated his optimism about Japanese stocks at the meeting, saying that he would continue to hold them for fifty or sixty years, and made a speech to downplay the recent volatility of U.S. stocks, saying that it was not a violent bear market. Berkshire’s first-quarter earnings report, released earlier Saturday, showed that Berkshire’s cash reserves reached a record high of $347.7 billion in the quarter. In an environment of high uncertainty due to tariffs, Buffett is cautious about current investments, saying that there will be good investment opportunities in the next five years. This year marks the 60th anniversary of Buffett’s acquisition of Berkshire, and the shareholder meeting is considered the most important in history, and may be the last shareholder meeting that Buffett will participate in in full, and Buffett announced at the end of the Q&A session that he plans to propose to the board of directors to step down as CEO by the end of this year. That would be the beginning of the end of the “Warren Buffett era” in Berkshire, and investors would have to prepare for a Berkshire without Warren Buffett at the helm.

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BrotherNiu

· 2025-05-04 07:11

On May 4th, according to Alternative data, today's Crypto Assets Fear and Greed Index is 64 (yesterday it was 65), with a weekly average of 61. Market sentiment remains "Greed", significantly recovering from the "Fear" average of 28 in April caused by tariff shocks. Note: The Fear Index threshold is 0-100, including indicators: Volatility (25%) + Market Volume (25%) + Social Media Heat (15%) + Market Surveys (15%) + Bitcoin's Proportion in the Entire Market (10%) + Google Trend Analysis (10%).

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SimpleGetRich

· 2025-05-04 04:00

On May 4th, according to Wall Street Watch, the annual investment conference, the Berkshire Hathaway shareholders meeting, saw "Oracle of Omaha" Warren Buffett participate throughout the session, accompanied by his CEO successor - Greg Abel, head of Berkshire's non-insurance businesses, and Ajit Jain, head of the insurance business, collectively answering shareholder questions. Although Buffett did not name Trump directly, he criticized tariffs and trade protectionism, stating that fiscal policy is the U.S. issue he is most concerned about, and repeatedly mentioned the risks of dollar depreciation, warning that if the U.S. government acts irresponsibly, the value of the currency could be "frightening." Nevertheless, he still hinted at continuing to bet heavily on the U.S., believing in American exceptionalism. Buffett reaffirmed his positive outlook on Japanese stocks at the meeting, stating that he would continue to hold them for fifty or sixty years, and downplayed the recent fluctuations in the U.S. stock market, saying it is not a severe Bear Market. The quarterly financial report released earlier this Saturday showed that Berkshire's current.

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