The transcript states that Buffett sold his biggest holdings, including Apple and Bank of America, and sold over $134 billion worth of stocks in the past year. More specific details on individual stock sales and their values are not provided in this transcript.
The transcript states that before Trump's new tariffs, the S&P 500's PE ratio sat at approximately 28.
According to the video's analysis, investing in 3-month Treasury bonds yielded approximately 4.3% annually, while the S&P 500's earnings yield was 3.57%.
This video analyzes Warren Buffett's recent actions, specifically his significant selling of stocks and increased cash holdings. It connects these actions to Buffett's assessment of the market's overvaluation, using the Buffett indicator and earnings yield comparisons to support its analysis. The video also explores Buffett's commentary on investor behavior and market cycles.