Berkshire Hathaway Inc (BRK.B)

[gfp927z]

Bar, Yes, a bad time to be owning microcaps. Most of these tiny companies are not well capitalized, and having to raise money in the current environment can be a disaster. BABYF does occupy a promising niche, but most other aspects are negative right now.

On the stock allocation side, I was moving toward the buy/hold approach last year, using the S+P 500, but ended up selling everything at the end of 2021. Then got back in briefly a few times, but in early April decided to take refuge in cash/T-Bills and some laddered 1-3 year Treasuries. So luckily missed the bear market, but now the question is when to get back into stocks?

Fwiw, I started nibbling this week using SPY and VOO, but only 1 share/day. I figure it's a start, and will try to continue the purchases through the rest of the year, and then if the market really tanks and there is capitulation, will pile in with more. That's the current plan anyway. I'm figuring on a 25-30% stock allocation, but could go up to 50% if things get extremely cheap.

Nouriel Roubini makes the bear case -


>>> Stocks could drop 50%, Nouriel Roubini argues. Things will get much worse before they get better. <<<

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=169308151


More from Roubini on the current economic landscape -

Triple whammy -


1970s ------------- Recession, high inflation, low debt

2008 crisis ------- Recession, low inflation, high debt

2020 Covid crash - Recession, low inflation, v. high debt

Currently --------- Recession, high inflation, v. v. high debt





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