vuvence IX personal page - To The Moon

vuvence IX

No personal profile

1Follow

0Followers

0Topic

0Badge

09-19 14:53

I would never describe Berks as a looser. Long game player magnificent yes

Lower Interest Rates Yield a Loser: Berkshire Hathaway

09-19 00:10

Will 25 BP cut strengthen the USD?

09-13

$NVIDIA Corp(NVDA)$ why not

09-13

$NVIDIA Corp(NVDA)$ waiting for a bit more detail from Jensen Huang about Blackwell release, thought he might give a bit more in yesterday's speech

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":4185398225303912,"uuid":"4185398225303912","gmtCreate":1722295080152,"gmtModify":1726167627529,"name":"vuvence IX","pinyin":"vuvenceixvuvenceix","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":351100091482480,"gmtCreate":1726728806833,"gmtModify":1726729823181,"author":{"id":"4185398225303912","authorId":"4185398225303912","authorIdStr":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912"},"themes":[],"htmlText":"I would never describe Berks as a looser. Long game player magnificent yes","listText":"I would never describe Berks as a looser. Long game player magnificent yes","text":"I would never describe Berks as a looser. Long game player magnificent yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351100091482480","repostId":"2468516740","repostType":4,"repost":{"id":"2468516740","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726723024,"share":"https://ttm.financial/m/news/2468516740?lang=&edition=fundamental","pubTime":"2024-09-19 13:17","market":"sg","language":"en","title":"Lower Interest Rates Yield a Loser: Berkshire Hathaway","url":"https://stock-news.laohu8.com/highlight/detail?id=2468516740","media":"Dow Jones","summary":"Berkshire Hathaway was a major beneficiary of the sharp increase in short rates from 2022 through early this year but now stands to lose given the drop in short rates now unfolding with the Federal Reserve's half-point cut in a key short rate Wednesday.Berkshire had the largest holdings of cash and equivalents of any U.S. company at $277 billion at the end of the June, compared with Apple at $153 billion and Alphabet at $101 billion.The bulk of Berkshire's cash is invested in short-term Treasury bills which have maturities of under a year. Berkshire CEO Warren Buffett is partial to three and six-month T Bills that are auctioned weekly by the Treasury. Berkshire held $234 billion of T-Bills at the end of June.Berkshire's interest and other investment income was up sharply in the first half of 2024, rising 80% to $4.5 billion before taxes from $2.5 billion in the year-earlier period. That increase reflects higher short rates and larger cash balances as Buffett sold almost $100 billion of","content":"<html><head></head><body><p>Berkshire Hathaway was a major beneficiary of the sharp increase in short rates from 2022 through early this year but now stands to lose given the drop in short rates now unfolding with the Federal Reserve&#39;s half-point cut in a key short rate Wednesday.</p><p>Berkshire had the largest holdings of cash and equivalents of any U.S. company at $277 billion at the end of the June, compared with Apple at $153 billion and Alphabet at $101 billion.</p><p>The bulk of Berkshire&#39;s cash is invested in short-term Treasury bills which have maturities of under a year. Berkshire CEO Warren Buffett is partial to three and six-month T Bills that are auctioned weekly by the Treasury. Berkshire held $234 billion of T-Bills at the end of June.</p><p>Berkshire&#39;s interest and other investment income was up sharply in the first half of 2024, rising 80% to $4.5 billion before taxes from $2.5 billion in the year-earlier period. That increase reflects higher short rates and larger cash balances as Buffett sold almost $100 billion of stocks, mostly Apple, in the first half of 2024.</p><p>Buffett enjoyed the high yields and security of T-bills, which were yielding 5.3% during July. They now yield 4.7% and could be down to 4% at year-end and 3% by the end of 2025 if current market rate expectations pan out.</p><p>That likely would lead to lower interest income at Berkshire in 2025 with the magnitude of the decline depending on the level of short rates and the company&#39;s T-Bill holdings.</p><p>Rising interest income has been a key source of profit growth at Berkshire so far this year while dividend income has declined slightly to $2.7 billion in the first half of 2024, largely due to the halving of the Apple stake to 400 million shares.</p><p>Buffett refused to lengthen the maturity of Berkshire&#39;s cash investments by investing part in two or three-year Treasuries, which would have mitigated some of the impact of lower short rates.</p><p>And he has kept a minimal bond portfolio at Berkshire of just $17 billion, a contrast with most insurers. And much of Berkshire&#39;s bond portfolio is cash-like with maturities of less than a year. Buffett apparently has felt that longer-term bonds don&#39;t offer enough yield to compensate for the risk. He likes two investments: cash and stocks, with Berkshire holding about $300 billion of equities.</p><p>Buffett likes to take no credit or rate risk with Berkshire&#39;s cash. He was willing to tolerate near-zero rates in 2020 and 2021, when the company generated virtually no income on its cash, and reaped the benefits in 2023 and most of this year. Now things are set to change.</p><p>Other Berkshire businesses stand to benefit from lower rates, including its housing-related business and its big electric utility. That could offer some offset against the impact on its cash investments.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lower Interest Rates Yield a Loser: Berkshire Hathaway</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLower Interest Rates Yield a Loser: Berkshire Hathaway\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-19 13:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Berkshire Hathaway was a major beneficiary of the sharp increase in short rates from 2022 through early this year but now stands to lose given the drop in short rates now unfolding with the Federal Reserve&#39;s half-point cut in a key short rate Wednesday.</p><p>Berkshire had the largest holdings of cash and equivalents of any U.S. company at $277 billion at the end of the June, compared with Apple at $153 billion and Alphabet at $101 billion.</p><p>The bulk of Berkshire&#39;s cash is invested in short-term Treasury bills which have maturities of under a year. Berkshire CEO Warren Buffett is partial to three and six-month T Bills that are auctioned weekly by the Treasury. Berkshire held $234 billion of T-Bills at the end of June.</p><p>Berkshire&#39;s interest and other investment income was up sharply in the first half of 2024, rising 80% to $4.5 billion before taxes from $2.5 billion in the year-earlier period. That increase reflects higher short rates and larger cash balances as Buffett sold almost $100 billion of stocks, mostly Apple, in the first half of 2024.</p><p>Buffett enjoyed the high yields and security of T-bills, which were yielding 5.3% during July. They now yield 4.7% and could be down to 4% at year-end and 3% by the end of 2025 if current market rate expectations pan out.</p><p>That likely would lead to lower interest income at Berkshire in 2025 with the magnitude of the decline depending on the level of short rates and the company&#39;s T-Bill holdings.</p><p>Rising interest income has been a key source of profit growth at Berkshire so far this year while dividend income has declined slightly to $2.7 billion in the first half of 2024, largely due to the halving of the Apple stake to 400 million shares.</p><p>Buffett refused to lengthen the maturity of Berkshire&#39;s cash investments by investing part in two or three-year Treasuries, which would have mitigated some of the impact of lower short rates.</p><p>And he has kept a minimal bond portfolio at Berkshire of just $17 billion, a contrast with most insurers. And much of Berkshire&#39;s bond portfolio is cash-like with maturities of less than a year. Buffett apparently has felt that longer-term bonds don&#39;t offer enough yield to compensate for the risk. He likes two investments: cash and stocks, with Berkshire holding about $300 billion of equities.</p><p>Buffett likes to take no credit or rate risk with Berkshire&#39;s cash. He was willing to tolerate near-zero rates in 2020 and 2021, when the company generated virtually no income on its cash, and reaped the benefits in 2023 and most of this year. Now things are set to change.</p><p>Other Berkshire businesses stand to benefit from lower rates, including its housing-related business and its big electric utility. That could offer some offset against the impact on its cash investments.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4581":"高盛持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4176":"多领域控股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0251142724.SGD":"Fidelity America A-SGD","BRK.A":"伯克希尔","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BRK.B":"伯克希尔B","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4588":"碎股","LU0971096721.USD":"富达环球金融服务 A","BK4550":"红杉资本持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468516740","content_text":"Berkshire Hathaway was a major beneficiary of the sharp increase in short rates from 2022 through early this year but now stands to lose given the drop in short rates now unfolding with the Federal Reserve's half-point cut in a key short rate Wednesday.Berkshire had the largest holdings of cash and equivalents of any U.S. company at $277 billion at the end of the June, compared with Apple at $153 billion and Alphabet at $101 billion.The bulk of Berkshire's cash is invested in short-term Treasury bills which have maturities of under a year. Berkshire CEO Warren Buffett is partial to three and six-month T Bills that are auctioned weekly by the Treasury. Berkshire held $234 billion of T-Bills at the end of June.Berkshire's interest and other investment income was up sharply in the first half of 2024, rising 80% to $4.5 billion before taxes from $2.5 billion in the year-earlier period. That increase reflects higher short rates and larger cash balances as Buffett sold almost $100 billion of stocks, mostly Apple, in the first half of 2024.Buffett enjoyed the high yields and security of T-bills, which were yielding 5.3% during July. They now yield 4.7% and could be down to 4% at year-end and 3% by the end of 2025 if current market rate expectations pan out.That likely would lead to lower interest income at Berkshire in 2025 with the magnitude of the decline depending on the level of short rates and the company's T-Bill holdings.Rising interest income has been a key source of profit growth at Berkshire so far this year while dividend income has declined slightly to $2.7 billion in the first half of 2024, largely due to the halving of the Apple stake to 400 million shares.Buffett refused to lengthen the maturity of Berkshire's cash investments by investing part in two or three-year Treasuries, which would have mitigated some of the impact of lower short rates.And he has kept a minimal bond portfolio at Berkshire of just $17 billion, a contrast with most insurers. And much of Berkshire's bond portfolio is cash-like with maturities of less than a year. Buffett apparently has felt that longer-term bonds don't offer enough yield to compensate for the risk. He likes two investments: cash and stocks, with Berkshire holding about $300 billion of equities.Buffett likes to take no credit or rate risk with Berkshire's cash. He was willing to tolerate near-zero rates in 2020 and 2021, when the company generated virtually no income on its cash, and reaped the benefits in 2023 and most of this year. Now things are set to change.Other Berkshire businesses stand to benefit from lower rates, including its housing-related business and its big electric utility. That could offer some offset against the impact on its cash investments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350823774589080,"gmtCreate":1726675807964,"gmtModify":1726678916444,"author":{"id":"4185398225303912","authorId":"4185398225303912","authorIdStr":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912"},"themes":[],"htmlText":"Will 25 BP cut strengthen the USD?","listText":"Will 25 BP cut strengthen the USD?","text":"Will 25 BP cut strengthen the USD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350823774589080","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348771153715400,"gmtCreate":1726167760255,"gmtModify":1726179551470,"author":{"id":"4185398225303912","authorId":"4185398225303912","authorIdStr":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> why not","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> why not","text":"$NVIDIA Corp(NVDA)$ why not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348771153715400","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348770969391200,"gmtCreate":1726167709334,"gmtModify":1726179547749,"author":{"id":"4185398225303912","authorId":"4185398225303912","authorIdStr":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> waiting for a bit more detail from Jensen Huang about Blackwell release, thought he might give a bit more in yesterday's speech","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> waiting for a bit more detail from Jensen Huang about Blackwell release, thought he might give a bit more in yesterday's speech","text":"$NVIDIA Corp(NVDA)$ waiting for a bit more detail from Jensen Huang about Blackwell release, thought he might give a bit more in yesterday's speech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348770969391200","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":348771153715400,"gmtCreate":1726167760255,"gmtModify":1726179551470,"author":{"id":"4185398225303912","authorId":"4185398225303912","authorIdStr":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> why not","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> why not","text":"$NVIDIA Corp(NVDA)$ why not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348771153715400","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348770969391200,"gmtCreate":1726167709334,"gmtModify":1726179547749,"author":{"id":"4185398225303912","authorId":"4185398225303912","authorIdStr":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> waiting for a bit more detail from Jensen Huang about Blackwell release, thought he might give a bit more in yesterday's speech","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> waiting for a bit more detail from Jensen Huang about Blackwell release, thought he might give a bit more in yesterday's speech","text":"$NVIDIA Corp(NVDA)$ waiting for a bit more detail from Jensen Huang about Blackwell release, thought he might give a bit more in yesterday's speech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348770969391200","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351100091482480,"gmtCreate":1726728806833,"gmtModify":1726729823181,"author":{"id":"4185398225303912","authorId":"4185398225303912","authorIdStr":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912"},"themes":[],"htmlText":"I would never describe Berks as a looser. Long game player magnificent yes","listText":"I would never describe Berks as a looser. Long game player magnificent yes","text":"I would never describe Berks as a looser. Long game player magnificent yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351100091482480","repostId":"2468516740","repostType":4,"repost":{"id":"2468516740","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726723024,"share":"https://ttm.financial/m/news/2468516740?lang=&edition=fundamental","pubTime":"2024-09-19 13:17","market":"sg","language":"en","title":"Lower Interest Rates Yield a Loser: Berkshire Hathaway","url":"https://stock-news.laohu8.com/highlight/detail?id=2468516740","media":"Dow Jones","summary":"Berkshire Hathaway was a major beneficiary of the sharp increase in short rates from 2022 through early this year but now stands to lose given the drop in short rates now unfolding with the Federal Reserve's half-point cut in a key short rate Wednesday.Berkshire had the largest holdings of cash and equivalents of any U.S. company at $277 billion at the end of the June, compared with Apple at $153 billion and Alphabet at $101 billion.The bulk of Berkshire's cash is invested in short-term Treasury bills which have maturities of under a year. Berkshire CEO Warren Buffett is partial to three and six-month T Bills that are auctioned weekly by the Treasury. Berkshire held $234 billion of T-Bills at the end of June.Berkshire's interest and other investment income was up sharply in the first half of 2024, rising 80% to $4.5 billion before taxes from $2.5 billion in the year-earlier period. That increase reflects higher short rates and larger cash balances as Buffett sold almost $100 billion of","content":"<html><head></head><body><p>Berkshire Hathaway was a major beneficiary of the sharp increase in short rates from 2022 through early this year but now stands to lose given the drop in short rates now unfolding with the Federal Reserve&#39;s half-point cut in a key short rate Wednesday.</p><p>Berkshire had the largest holdings of cash and equivalents of any U.S. company at $277 billion at the end of the June, compared with Apple at $153 billion and Alphabet at $101 billion.</p><p>The bulk of Berkshire&#39;s cash is invested in short-term Treasury bills which have maturities of under a year. Berkshire CEO Warren Buffett is partial to three and six-month T Bills that are auctioned weekly by the Treasury. Berkshire held $234 billion of T-Bills at the end of June.</p><p>Berkshire&#39;s interest and other investment income was up sharply in the first half of 2024, rising 80% to $4.5 billion before taxes from $2.5 billion in the year-earlier period. That increase reflects higher short rates and larger cash balances as Buffett sold almost $100 billion of stocks, mostly Apple, in the first half of 2024.</p><p>Buffett enjoyed the high yields and security of T-bills, which were yielding 5.3% during July. They now yield 4.7% and could be down to 4% at year-end and 3% by the end of 2025 if current market rate expectations pan out.</p><p>That likely would lead to lower interest income at Berkshire in 2025 with the magnitude of the decline depending on the level of short rates and the company&#39;s T-Bill holdings.</p><p>Rising interest income has been a key source of profit growth at Berkshire so far this year while dividend income has declined slightly to $2.7 billion in the first half of 2024, largely due to the halving of the Apple stake to 400 million shares.</p><p>Buffett refused to lengthen the maturity of Berkshire&#39;s cash investments by investing part in two or three-year Treasuries, which would have mitigated some of the impact of lower short rates.</p><p>And he has kept a minimal bond portfolio at Berkshire of just $17 billion, a contrast with most insurers. And much of Berkshire&#39;s bond portfolio is cash-like with maturities of less than a year. Buffett apparently has felt that longer-term bonds don&#39;t offer enough yield to compensate for the risk. He likes two investments: cash and stocks, with Berkshire holding about $300 billion of equities.</p><p>Buffett likes to take no credit or rate risk with Berkshire&#39;s cash. He was willing to tolerate near-zero rates in 2020 and 2021, when the company generated virtually no income on its cash, and reaped the benefits in 2023 and most of this year. Now things are set to change.</p><p>Other Berkshire businesses stand to benefit from lower rates, including its housing-related business and its big electric utility. That could offer some offset against the impact on its cash investments.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lower Interest Rates Yield a Loser: Berkshire Hathaway</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLower Interest Rates Yield a Loser: Berkshire Hathaway\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-19 13:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Berkshire Hathaway was a major beneficiary of the sharp increase in short rates from 2022 through early this year but now stands to lose given the drop in short rates now unfolding with the Federal Reserve&#39;s half-point cut in a key short rate Wednesday.</p><p>Berkshire had the largest holdings of cash and equivalents of any U.S. company at $277 billion at the end of the June, compared with Apple at $153 billion and Alphabet at $101 billion.</p><p>The bulk of Berkshire&#39;s cash is invested in short-term Treasury bills which have maturities of under a year. Berkshire CEO Warren Buffett is partial to three and six-month T Bills that are auctioned weekly by the Treasury. Berkshire held $234 billion of T-Bills at the end of June.</p><p>Berkshire&#39;s interest and other investment income was up sharply in the first half of 2024, rising 80% to $4.5 billion before taxes from $2.5 billion in the year-earlier period. That increase reflects higher short rates and larger cash balances as Buffett sold almost $100 billion of stocks, mostly Apple, in the first half of 2024.</p><p>Buffett enjoyed the high yields and security of T-bills, which were yielding 5.3% during July. They now yield 4.7% and could be down to 4% at year-end and 3% by the end of 2025 if current market rate expectations pan out.</p><p>That likely would lead to lower interest income at Berkshire in 2025 with the magnitude of the decline depending on the level of short rates and the company&#39;s T-Bill holdings.</p><p>Rising interest income has been a key source of profit growth at Berkshire so far this year while dividend income has declined slightly to $2.7 billion in the first half of 2024, largely due to the halving of the Apple stake to 400 million shares.</p><p>Buffett refused to lengthen the maturity of Berkshire&#39;s cash investments by investing part in two or three-year Treasuries, which would have mitigated some of the impact of lower short rates.</p><p>And he has kept a minimal bond portfolio at Berkshire of just $17 billion, a contrast with most insurers. And much of Berkshire&#39;s bond portfolio is cash-like with maturities of less than a year. Buffett apparently has felt that longer-term bonds don&#39;t offer enough yield to compensate for the risk. He likes two investments: cash and stocks, with Berkshire holding about $300 billion of equities.</p><p>Buffett likes to take no credit or rate risk with Berkshire&#39;s cash. He was willing to tolerate near-zero rates in 2020 and 2021, when the company generated virtually no income on its cash, and reaped the benefits in 2023 and most of this year. Now things are set to change.</p><p>Other Berkshire businesses stand to benefit from lower rates, including its housing-related business and its big electric utility. That could offer some offset against the impact on its cash investments.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4581":"高盛持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4176":"多领域控股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0251142724.SGD":"Fidelity America A-SGD","BRK.A":"伯克希尔","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BRK.B":"伯克希尔B","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4588":"碎股","LU0971096721.USD":"富达环球金融服务 A","BK4550":"红杉资本持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468516740","content_text":"Berkshire Hathaway was a major beneficiary of the sharp increase in short rates from 2022 through early this year but now stands to lose given the drop in short rates now unfolding with the Federal Reserve's half-point cut in a key short rate Wednesday.Berkshire had the largest holdings of cash and equivalents of any U.S. company at $277 billion at the end of the June, compared with Apple at $153 billion and Alphabet at $101 billion.The bulk of Berkshire's cash is invested in short-term Treasury bills which have maturities of under a year. Berkshire CEO Warren Buffett is partial to three and six-month T Bills that are auctioned weekly by the Treasury. Berkshire held $234 billion of T-Bills at the end of June.Berkshire's interest and other investment income was up sharply in the first half of 2024, rising 80% to $4.5 billion before taxes from $2.5 billion in the year-earlier period. That increase reflects higher short rates and larger cash balances as Buffett sold almost $100 billion of stocks, mostly Apple, in the first half of 2024.Buffett enjoyed the high yields and security of T-bills, which were yielding 5.3% during July. They now yield 4.7% and could be down to 4% at year-end and 3% by the end of 2025 if current market rate expectations pan out.That likely would lead to lower interest income at Berkshire in 2025 with the magnitude of the decline depending on the level of short rates and the company's T-Bill holdings.Rising interest income has been a key source of profit growth at Berkshire so far this year while dividend income has declined slightly to $2.7 billion in the first half of 2024, largely due to the halving of the Apple stake to 400 million shares.Buffett refused to lengthen the maturity of Berkshire's cash investments by investing part in two or three-year Treasuries, which would have mitigated some of the impact of lower short rates.And he has kept a minimal bond portfolio at Berkshire of just $17 billion, a contrast with most insurers. And much of Berkshire's bond portfolio is cash-like with maturities of less than a year. Buffett apparently has felt that longer-term bonds don't offer enough yield to compensate for the risk. He likes two investments: cash and stocks, with Berkshire holding about $300 billion of equities.Buffett likes to take no credit or rate risk with Berkshire's cash. He was willing to tolerate near-zero rates in 2020 and 2021, when the company generated virtually no income on its cash, and reaped the benefits in 2023 and most of this year. Now things are set to change.Other Berkshire businesses stand to benefit from lower rates, including its housing-related business and its big electric utility. That could offer some offset against the impact on its cash investments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350823774589080,"gmtCreate":1726675807964,"gmtModify":1726678916444,"author":{"id":"4185398225303912","authorId":"4185398225303912","authorIdStr":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912"},"themes":[],"htmlText":"Will 25 BP cut strengthen the USD?","listText":"Will 25 BP cut strengthen the USD?","text":"Will 25 BP cut strengthen the USD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350823774589080","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}