In the latest quarterly update, Berkshire Hathaway's investment moves reflect Warren Buffett's cautious stance amid high market valuations. The company's cash reserves reached a record $325.2 billion by the end of Q3, an increase of 17.4% from the previous quarter. This accumulation of cash aligns with Buffett's recent statements at the annual meeting, where he noted a lack of compelling investment opportunities in the current market.
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The recent release of 13F reports from institutional investors has shed light on the shifting sands of Wall Street's investment landscape. These mandatory filings, required by the U.S. Securities and Exchange Commission (SEC) for institutions managing over $100 million in equity assets, provide a window into the portfolio adjustments of the financial world's heavyweights, including the likes of Berkshire Hathaway, Baillie G...

In October 2024, the annual inflation rate in the US rose to 2.6%, up from 2.4% in September, which had been the lowest rate since February 2021. This increase, aligning with market expectations, marked the first rise in inflation after seven months of steady or declining rates.
The annual core CPI, which omits volatile items like food and energy, remained steady at 3.3%. This rate, matching a three-month high, was consistent with both the previo...

Bitcoin has surged past $85,000, even touching a new high of $89,000. One of the main driving forces behind Bitcoin's price surge is Donald Trump's victory last week in the U.S. presidential election.
Throughout his campaign this year, Trump has favored the cryptocurrency industry. His win has led many bullish investors on Wall Street to believe that the "golden era" for cryptocurrencies is now upon us.
Trump's Policy Impact
Trump's policies supported...

Since late September, Chinese assets have experienced a strong rally, particularly Hong Kong tech stocks and U.S.-listed Chinese companies, which were doing well. However, recently, these stocks have seen some pullbacks. As a result, this earnings season is crucial, as it will largely determine whether the current rebound can continue.
Kinger Lau, Chief China Equity Strategist at Goldman Sachs, also noted that China's economy...

As Donald Trump was elected as the 47th President of the United States, the Republican Party also seized control of the Senate. Meanwhile, the latest election dynamics indicate a high probability that the Republicans will take the House of Representatives.
The Red Sweep will clear obstacles for Trump to rapidly advance his policy agenda. For instance, Trump's policy to cancel the Most Favored Nation status would be implemented t...

As voting unfolds on Nov. 5 in the U.S., investors are keenly watching the election results, which could sway cross-asset performance based on the presidency and Congress outcomes. The four scenarios in play are a Republican Sweep, a Democratic Sweep, Trump with a Split Congress, and Harris with a Split Congress.
The chart illustrates average asset returns during presidential terms under various scenarios sin...