WeltzeitgeistI, for one, would expect that the smartest investor of all-time is onto something. Long T-Bonds all the way. But you do you.
gtewallace@wackJackle I'd be interested in the line as a % of assets under mgmt
@gtewallace Here, that last balance sheet. So it's roughly 25-30% of the balance sheet.
@wackJackle thanks. I will dig up some historicals to build a trend line (unless someone knows)
@gtewallace If you like to do it. I don't know if this was done already.
Here is the raw data: https://www.berkshirehathaway.com/reports.html
@wackJackle thank you! I will get to this over lunch (in roughly 1 hour)