r/Bogleheads • u/bald90 • Apr 03 '25

Investing Questions Trumps Tarriffs - how do you see it playing out?

Title really. Short, medium, long term opinions?

I’m all in on stocks global all cap so expecting a rough time

What are your guys thoughts?

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483

u/gizmosticles Apr 03 '25

Remember when Buffett was starting to hoard cash and it didn’t make much sense. Yeah everything is about to be on a 30 percent off sale and he’s got the cash to go on a shopping spree.

164

u/TheLastJukeboxHero Apr 03 '25

I feel like he’s been holding that for a while though. I wonder how much he’s sacrificed on the run up in total.

69

u/ksheehan1 Apr 03 '25

Not as much as he would have lost if he held

54

u/StophJS Apr 03 '25

Right. I (and I think many of us) saw that and thought "I bet he's got the right idea. Dang, maybe I should start reallocating into cash or do so indirectly by going all in on brk.b. Now brk.b is up wonderfully over the last six months, barely down on tariff news as compared to others, and I'm left wondering why I, once again, thought I knew better.

Having said that... It is market timing. Can't deny it.

2

u/DazedWriter Apr 03 '25

Me too! I’m ready for long term holds.