yeh I saw Berkshire rotating out of some holdings a few months back on his last filing
Don't think this will be sustained. It will be a sell-off until the WHO state that this new variant is slightly more transmissible, not any more deadly than current delta, and current vaccines are still effective - I can almost guarantee this will happen, mark this post haha!
By the time that's announced, I'm sure all the insto's would have loaded back in to beaten down stocks.
When commodities and growth sell off together, you know one will come surging back, question is which one.
Daily Price Movement / General Discussion, page-38655
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