Finimize - 🕰 Bridgewater’s biding its time

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Today's big stories

Berkshire Hathaway upped its stake in Japan’s biggest trading houses
The world’s biggest hedge fund says we're yet to hit the bottom – Read Now
Disney’s recently retired veteran made a dramatic return to the kingdom’s helm

Buffett’s Looking East

What’s Going On Here?

Warren Buffett's Berkshire Hathaway upped its stake in Japan’s five biggest trading houses, according to news out on Monday.

What Does This Mean?

Buffett sings the praises of American enterprise, but he’s not shy about looking further afield when things get pricey on home turf (tweet this). And lately the Far East seems to have caught his and Berkshire's eye with the firm pouring even more money into Japan’s mega trading firms, or “sogo shosha”, shortly after claiming a $5-billion chunk of Taiwanese chipmaker TSMC. And it looks like there’s more to come: when Berkshire picked up its original 5% stake in each firm back in August 2020, it hinted that there was room to buy up to 9.99%. That might be why the sogo shoshas’ stock prices inched higher when the latest news broke.

Why Should I Care?

Zooming out: Read between the lines.
You might not have Warren Buffett on speed dial, but you can get a sense of what he’s thinking without a one-on-one catch up: Berkshire’s bulked-up stakes in the Japanese trading firms could tell us something about Buffett’s views on inflation. After all, these businesses make money by importing, trading, and investing in all sorts of commodities, from oil to metals and textiles – and the more those materials cost, the bigger the firm’s profit. Reading between the lines, then, this move suggests Buffett could be betting on raw materials getting more expensive down the line.

The bigger picture: Benjamin Buffett.
It looks like the Oracle of Omaha is having a Benjamin Button moment, switching back to his youthful investing style at the twilight of his career. Buffett’s been the poster boy for “quality investing” for decades: that’s a safe, stable investment strategy that focuses on buying great businesses at fair prices. But recent moves – like his big buys in Occidental Petroleum and TSMC – have seen Buffett wade into riskier, more volatile industries, in a throwback to his early “one-last-cigar-puff” bargain-hunting days.

You might also like: Three investment ideas that Elon Musk and Warren Buffett actually agree on.

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Analyst Take

Bridgewater’s Still Waiting For The Stock Market Bottom

Stéphane Renevier, Analyst

Stocks have fallen, that’s for sure, but Bridgewater says we haven’t hit rock bottom yet.

The world’s biggest hedge fund has compared today’s conditions to previous inflation-driven bear markets, and it thinks things will get worse before they get better.

I’ve broken down exactly why that is, and how you could invest if you agree with Bridgewater’s expectations.

So that’s today’s Insight: why Bridgewater thinks we’re yet to hit the bottom, and what needs to happen to get us there.

Read or listen to the Insight here

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Disclaimer

This content is for US investors only, if you are not a US investor please ignore this content. This content is a paid advertisement for Clearmind Medicine (NASDAQ: CMND) from Sideways Frequency and Finimize. This is not Finimize editorial content. Finimize received a fixed fee from Sideways Frequency for producing, hosting and promoting this content on behalf of Clearmind Medicine, totalling $5,000. Other than the compensation received for this service, Finimize and its principals are not affiliated with either Sideways Frequency or Clearmind Medicine. Finimize and its principals have no ownership in Clearmind Medicine. The content on this page should not be taken as advice, an endorsement, or a recommendation from Finimize and its principals to buy or sell any security. Finimize and its principals have not evaluated the accuracy of any claims made on this page. Finimize and its principals recommend that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky and capital is at risk. Past performance is not indicative of future results.