Berkshire's $397B Bet Against an Overheated Market

(disruptionbanking.com)

57 points | by emsidisii 3 hours ago

10 comments

  • bonesss 1 hour ago
    It’s such an odd time investment wise…

    We have a blooming oil war that could take chunks of the global economy with it, booming and teetering credit levels threatening collapse, the “AI” companies have a lot of tinkerbell magic and impossible returns needed to justify their stocks, major cash rich tech giants are suddenly hands-out pockets-out for big money, and … well: Elon is the worlds richest man/CEO who also shamelessly lies in public about being super great at a no-life action RPG he’s paying other people to play for him so he can look cool to his Twitter fans; Twitter is now maybe better understood as a market manipulation device; and Sam Altman seems distinctly truth challenged as a people pleaser who will tell you whatever numbers your wallet needs to hear… They are our 2026 IPO lords, trusted corporate leaders acting like extra shady manipulators.

    I’m struggling because on the one hand, it seems like the time to hop out of the market, but on the other, whatever shady crap these guys do after it all goes ‘boom’ to save their wallets is only gonna reward people in the market.

    It feels like gambling on whether they’re more incompetent or successfully corrupt.

    • wongarsu 0 minutes ago
      In a world where Tesla has stayed at "severely overvalued" stock prices for about a decade, with occasional crashes to just "overvalued", I'm not so sure the big AI companies really need returns that justify their stocks. Sam Altman and Dario Amodei are both in their own ways trying to capture that same lighting in a bottle where the company is evaluated solely on the CEO's vision
    • BLKNSLVR 24 minutes ago
      The thing I worry about is: what happens when an actual set of adults get back into the White House?

      That could well be the trigger for the crash of all crashes because they might actually bring some reality pins with them, which are the antithesis of the growing, in size and number, fantasy balloons of hot-air the current cough leadership cough is facilitating.

    • cmiles8 1 hour ago
      There’s always money to be made in a bubble implosion. The challenge is there’s a very thin line between major bank and losing your shirt. Because of that most long terms smart investors just sit it out which is likely why you see Berkshire sitting on treasury bills.
    • sph 1 hour ago
      How I view the market:

      Short term: high volatility and uncertainty, feels more like gambling at a casino

      Medium term: the world is too unstable, best to hold cash

      Long term: dollar cost averaging and time in the market always win so depending how long your horizon is, it’s a good time as any to invest

      Longer term: we all die

      • cmiles8 1 hour ago
        Good advice. Ironically most long term folks that just buy low cost index funds and take a nap outperform most of the market stressing out daily on their next move. That’s the cruel reality of investing.

        When you factor in the opportunity cost of all that stress and managing an active portfolio the percentage of successful active portfolio managers likely falls down to single digits.

        Invest early, invest consistently and often in up or down markets, and the math says you will do very well.

        • sph 9 minutes ago
          Though I keep wondering if the ‘invest consistently whether the market goes up or down’ defeats the point of a stock market in the first place.

          People effectively keep throwing money at mediocre or failing endeavours, which magnifies any structural problem, and everything seems to keep going up whether it’s good news or bad news, until the bottom falls out.

          My reading might be wrong, but since 2020 there is no bad news that seems to faze the market by an iota.

          • pfortuny 2 minutes ago
            Well, that is what markets do: behave. Rationally or not.

            The 1929 panic was also irrational but it happened. There is no way to solve that.

            Panics happen and bubbles too, and in the meantime, very long term investments tend to grow (in average), as long as the economy works as expected (improving in average, long-term).

            Of course, catastrophes are not impossible (the Black Death, the French Revolution, World Wars...).

      • abc123abc123 28 minutes ago
        You do, your children will live. Or, if you don't have children, your non-profit does not.

        I wish people would stop using this "we all die" slogan when it comes to their financial lives, and think a bit about the people who will be left after you retire.

        • inigyou 25 minutes ago
          I hate that having children is apparently the only purpose anyone has in life because I don't have children or a purpose in life and I'm pretty sure I would be even more depressed if I had children.
          • abc123abc123 17 minutes ago
            Note that I am not arguing that children is the purpose in life for everyone. For some it is, for others it is not.

            I believe that the majority of child bearers are "on program" driven by their biological imperatives. I believe that among the voluntary non-children people (of which I am one) there's plenty of values, goals, hopes and aspirations. In fact, for me, life is so rich that that is why I do not want children.

            There's billions of people all over the planet to carry the burden for me. Sure, if we were in an extinction scenario, I might reconsider, but we're far, far from it.

            So while I continue to enjoy life and full freedom, I'll let the people who are "on program" deal with the poop and worry for their offspring.

            That does not, however, mean I do not have to care about people. If anything, the fact that I do not have children, gives me the opportunity to care _more_ about people in general, than the people who are busy with raising children.

            Hence my idea about a non-profit, that will outlast me for some time.

            • inigyou 6 minutes ago
              Yeah, I used to feel life was rich too, and then I very suddenly became aware that it was finite and anything I could possibly do is just leading towards the same fixed point ending. I think mentally healthy humans have ways to avoid thinking about this.
        • cindyllm 26 minutes ago
          [dead]
      • nerdralph 20 minutes ago
        Instead of cash, I like debt like mortgage funds. High single-digit returns with low volatility.
    • roenxi 1 hour ago
      Yeah but that is likely the normal state of things - high status people are human too, we're all shocked. And on Twitter comment - mass media has been a tool of propaganda since shortly after it was invented. Twitter is substantially better than something like a newspaper or TV channel.

      The difference in the modern era is the internet is such a robust communication channel that the ultra-wealthy can't pay money to have the negative stories suppressed any more. If anything the current crop seem to be unusually well behaved by historical standards because there are so many eyes on them. Scandals like the whole Epstein thing or #metoo would simply have vanished into silence before the 2000s unless they were being used to lever out someone uncooperative for political purposes.

      • HPsquared 35 minutes ago
        The information control meta has evolved from suppression to distraction.
    • nadermx 1 hour ago
      Na. Its just the status quoe with diffrent charectors, same game. Jobs/musk. Altman/gates. Etc
  • rajnathani 1 hour ago
    I would rename the title to “The Buffett Indicator shows an overvalued market”. For those curious of its definition (from the article):

    > The Buffett Indicator, a ratio that measures the market cap of the entire stock market against the GDP of the United States, has hit a record of ~232%. Historically, anything above ~120% is a signal of the market being overvalued.

    That being said, it’s not clear that the Buffet Indicator is fully relevant, as a lot of the US AI and AI hardware companies’ market caps which are driving the stock market valuation growth involve a significant portion of their revenue from outside the US, and thus this wouldn’t necessarily count fully to the US’s GDP (for example, tax entity workarounds for foreign obtained revenue).

    • le-mark 33 minutes ago
      The fact the AI emperor wears no clothes seems clear to me at least. The dot-com bubble looked obvious in 1997; it popped in 2000. Anyone shorting in '97-'98 was carried out on a stretcher before being vindicated. In fact 2000-2002 fell in three brutal legs over two years, and anyone who leveraged up after the first 25% leg was destroyed by the next two.

      My strat is to accumulate cash to buy the drop. The danger with this is; will the bubble continue until the bottom is even higher than today? I’ll take that bet.

      • abc123abc123 24 minutes ago
        This is the way. Did the same thing for 3 years before corona. Drop came, went all in, fast forward a year or two, we did not die, and the stocks were about 150%-200% higher.

        I'm doing the same thing now. Slowly starting to sell off the shares I have, putting the profit in bonds/interest accounts, when the bubble pops, I'll go all-in (phasing it in over a few quarters most likely) and then profit after 1-2 years.

        • le-mark 1 minute ago
          I was to conservative on the corona drop. I was expecting a dead cat bounce that never came, it was truly v-shaped.
  • sscaryterry 34 minutes ago
    > The Buffett Indicator, a ratio that measures the market cap of the entire stock market against the GDP of the United States, has hit a record of ~232%. Historically, anything above ~120% is a signal of the market being overvalued.

    So nearly 2x over-valued. A market correction would take that to ~0.5x possibly, so a loss (for those getting in now) of 75% is on the cards.

  • elil17 1 hour ago
    My favorite finance podcast (actually, just favorite podcast) does a variety of episodes related to this, including deep dives on the academic literature. Some highlights:

    - "Do Expected Stock Returns Wear a CAPE": https://rationalreminder.ca/podcast/146

    - "What about Warren Buffet?": https://rationalreminder.ca/podcast/335

  • le-mark 15 minutes ago
    The conclusion I came to on this was to watch for indicators it’s not working out. Canceling these large capex projects is one. Meta scaling back on their compute recently eerily fits that indicator.

    In fact anyone reading should ask fable about indicators and ai bubbles, I just did and it was startling!

  • chasil 1 hour ago
    I have read another article recently indicating that the S&P 500 is overvalued compared to international indexes.

    I may soon increase my 401k share of VTIAX.

    https://www.telegraph.co.uk/money/investing/stocks-shares/go...

  • cmiles8 1 hour ago
    There’s really not much question we are in a giant bubble that’s broadly been fueled by AI hype. The only serious question is how do we get out of it.

    In a controlled scenario the AI sector gets a severe correction with many AI-focused companies wiped out but broader damage more limited. In an uncontrolled scenario the AI bubble bursts and takes the whole economy with it.

    The likelihood of a scenario where suddenly the economics of AI suddenly start to make sense and enough $ flows in to make the present valuations defensible seems around 5% now and rapidly falling towards zero.

    • abc123abc123 22 minutes ago
      I hope the general market will not drop by more than 25%-35%, while most AI companies will be wiped out.

      I also expect Facebook, Microsoft, Google, to survive, and buy the good pieces that remains after the bubble popped. They each have income from other areas so are well position to survive the AI bubble.

      Pure AI plays are the ones who will be annihilated. The best of the pure AI plays will be acquired by the old guard.

    • hypeatei 26 minutes ago
      Bull markets are born out of skepticism. Everyone is fearful that there's a giant bubble so all eyes are on the fundamentals. When euphoria sets in, i.e. neighbors and co-workers start telling you how easy it is to make money on stocks, that's when you know you're at the top. We're not at the top and have seen multiple corrections/bear markets over the past 5-6 years.

      Berkshire themselves have made investments into Google this year, a company at the center of this supposed "bubble"... make of it what you will but I think the market is setup to do pretty well in the near future.

    • matwood 1 hour ago
      > In an uncontrolled scenario the AI bubble bursts and takes the whole economy with it.

      How is the whole economy exposed to AI? Will Anthropic or SpaceX cratering threaten the entire financial system? NVDA will certainly correct, which is probably the biggest risk to the market, but then what? All the FCF being spent by Google, Amazon, MS, Meta, etc... will suddenly start flowing to dividends and stock buybacks again. It's not like their core business is selling AI. Apple will be able to get cheap RAM/chips again while also keeping their recently increased prices.

      I could see an argument that the economy is currently being propped up by the hope of AI productivity gains, but that seems spurious.

      EDIT

      A comment above mentioned oil, and thus the inflation coming with prolonged high prices. That's way more of a concern than anything happening in AI.

      • ldoughty 1 hour ago
        > How is the whole economy exposed to AI?

        Out of fear/ uncertainty, investors don't just pull out of AI, but the stock market in general.

        More money shifts to bonds/commodities, not just people selling AI, but Coca-Cola and Johnson and Johnson, etc.

        Of course, the impact would not be equally distributed, staple stocks will crash less, but there will probably be overall a huge pull out as people panic shift assets.

        The resulting downturn likely means a crashing job market (temporarily) as government says "there's no way we could have known" and slowly try to stem the bleeding... Meanwhile unemployment shoots up in any industry that needs consumers (retail, food services, etc., but less so healthcare, government), and companies are nervous to hire on a shaky economy (see: early COVID).

        The energy shock will also say inflation should go up, but the crash would want to decrease inflation... Companies will likely have to eat costs to keep prices low to sell inventory that cost them more to acquire.

        It's all one big economy.

        Note: this is all big hand wavey speculating. The moment things start to turn south there numerous things governments can do to help (e.g. handouts, reduce interest, open oil reserves, etc) so what ultimately does happen is anyone's guess. This is just one scenario based on the fact the current US government prefers uncertainty in the market, e.g. we've had peace with Iran ~8 times according to the USA, but Iran claims some of those statements are false. The straight had been reopened ~5 times, but Iran disagrees there to. Seems like the _goal_ is uncertainty

        • cicko 1 minute ago
          Who cares if "investors" are getting out of the market? They are not literally pulling money out of those companies but out of a casino that is the stock market.

          One good thing in all this is, at least, if the AI stocks collapse that should not result in large-scale lay-offs. :) Quite the contrary.

      • cmiles8 1 hour ago
        All that AI capital investment is flowing down into construction, utilities, raw materials and many other industries that on the surface appear unrelated to AI.

        That’s currently all being kept alive by artificial cash flow broadly funded with loans and VC investment. When that hiccups the blast radius is much much bigger than a few AI companies just folding.

        • rubyfan 41 minutes ago
          I think the market is discounting some of the AI driven growth or maybe pricing in the likelihood of a correction. Look at some of the blow out earnings recently where the market shrugs it off. To your point, many non-AI companies are now driven by AI spend that seems unlikely to be durable.

          I’m not a pro here but to me it would seem like an AI crash would hit certain companies really hard (SpaceX, Oracle, NVDA, etc), most other might take a small correction to reset AI driven gains, and potentially some deflation.

          If the AI game ends then suddenly there is a return to free cash flow from hyperscalers, some goods and utilities cost less and a lot of investment dollars need a place to eventually go.

          You could see a scenario where the overall market keeps chugging and the AI crash ends up being a rotation.

      • actionfromafar 1 hour ago
        The same people pull the oil strings, crypto strings and AI strings. The whole economy suffering part intensifies when the "gubmint" bails its best friends out when the music stops.
    • actionfromafar 1 hour ago
      A controlled scenario also looks very unlikely, right? I think some people with influence believe (rightly or wrongly) they can get even more power from an uncontrolled scenario.
    • akoboldfrying 1 hour ago
      > There’s really not much question we are in a giant bubble

      IIUC, some indicators correlated with previous bubbles are lighting up now, which is being interpreted as evidence that AI is likewise a bubble. But what about indicators of previous non-bubbles? How did it look when textile mills were first industrialised, or kerosene replaced whale oil for lighting, or the electric grid became widespread, etc. -- real advances that materially increased productivity in a lasting way? If these same indicators lit up in those cases too, how can we distinguish bubble from genuine advance?

      • pjc50 52 minutes ago
        A number of things were both: the railway bubble was pretty bad for investors even if railways were a genuinely transformative technology that remains in use.

        https://en.wikipedia.org/wiki/Railway_Mania : for "railway" substitute "data center".

      • roncesvalles 32 minutes ago
        I just don't think AI is any of those things. I understand that my argument is anecdotal and qualitative, but I just don't see AI (LLMs) materially increasing net productivity in the economy.
      • nixon_why69 1 hour ago
        1850-1929 was filled with absolutely spectacular boom-bust cycles. Something working long term and having a bubble and crash in the long term are not mutually exclusive.
  • bawana 32 minutes ago
    This bubble will never burst. The big investors are feeding a leverage cycle and cannot afford to stop. In addition, corporate nepotism has taken hold - for example, AI firms(the current flavor of software) invest in hardware companies. Hardware companies make money as the AI firms buy their product. Hardware companies then take that money and in vest in AI firms. The 'free market' no longer looks at 'value' to assess prices. And as equity prices become a reflection of the algorithmic trading that AI is doing, we have no way of knowing when and if they will decline.
  • v4dm 40 minutes ago
    There really should be a domain authority check so people can't randomly submit HN news links to spammy websites.
  • dinkblam 1 hour ago
    all of the text implies the opposite of the headline?
    • actionfromafar 1 hour ago
      That title really is bonkers, in a flammable/inflammable kind of way.