If I were Buffett, I would too!
Because of his membership in the 1%, he is in the enviable position of profiting hugely regardless of whether the economy moves up or down,
"What difference does it make?"
An economy coming home to roost. Doing a favor for his buddy at 1600 Penn? Keep the juggling act going until after November, so any bad news sticks elsewhere? Can’t liquidate some current holdings immediately and wants more time to get clear?