Exponential, Distilled

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Exponential, Distilled
The Buffett Barbell = Japan + Cash
Thematic Research

The Buffett Barbell = Japan + Cash

$334B In Liquid Cash...

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Michael Anwar
Apr 18, 2025
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Exponential, Distilled
Exponential, Distilled
The Buffett Barbell = Japan + Cash
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As the world’s richest saw their net worths crumble, one man stood apart: Warren Buffett, up +$23.3B YTD.

While others chased hype, he sold into strength in 2024 and now sits on a record $334B in cash—unmatched dry powder.

Seasoned instinct? Or a setup for a generational buy?

Source: Bloomberg

Key Report Insights:

  1. Record War Chest: Buffett holds $334B—his largest cash pile ever. Less caution, more preparation.

  2. BRK Outperforms: While SPX (-8.15%), MAGS (-18.14%), and BTC (-10.62%) slide, BRK is up +16.46%—defense is working.

  3. Japan Pivot Pays: Buffett’s Japan bet is up $9.7B—a structural shift, not a trade.

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A guest post by
Michael Anwar
Analyst at Exponential, Distilled. On a mission to explore the forefront of blockchain technology and translate complex innovations into educative insights.
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