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gfp927z

03/28/24 4:12 PM

#2118 RE: bar1080 #2117

Bar, >> BRK near record high <<

Yes, and that's with APPL down almost 15% from its Dec high. So having so much in AAPL hasn't been a problem for Berkshire so far. While Apple is getting hit with anti-trust problems, so are the other big Techs like GOOG, META, but they remain resilient.

Also, looks like the bull market is broadening out to the mid and small caps, so a good sign. I sill worry about the geopolitical / war related risks, plus the US election, but with the Fed planning 3 rate cuts this year, that should be a nice tailwind for the markets. Lots of potential landmines, but as the old saying goes - 'bull markets climb a wall of worry'.



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