Wrong type of answer bordering on critical again. You guys NEVER learn. Absolutely not. It is only one small slice of reference points that I am watching. I believe I am going to quit casting my pearls before swine. We've had some fellas on here give some real insightful answers. Yours, a teenage response. If you can not come up with a reasoned response due to the inability to write a cohesive thought, please refrain. Thanks.
Serious answer: Berkshire is full of finance and transport companies. When the market is trying to figure out where it’s going the finance stocks are not going to perform. When nothing is moving by air or train, those stocks will falter.
If you read an array of finance sources you know that things are not coming back as well as some believe. Earning are going to suck for a year. If industry doesn’t pick p in Europe and Asia, things could get very grim.
I don’t think it’s “insider/big money” folks who are apprehensive. I think the “Mix” of Berkshire is more slanted to a 1980s version of the world. Buffet buys what he knows. He has intentionally held “tech” at arms length.
That is why that group is not going to look great for the next few quarters.
Is that more what you were looking for?