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Buffett Positioning Report

A visual breakdown of Warren Buffett’s current liquidity stance — and what it could mean for markets in 2024.

Buffett Positioning Report Cover

📉 Cash vs Market Timing

Visual correlation between Buffett’s liquidity peaks and market downturns.

📊 Historical Backtest

Multi-decade analysis of Berkshire Hathaway’s positioning in crisis cycles.

🔎 Glacium Research Insights

Institutional-grade commentary on the implications of Buffett’s latest move.

Visual Insights

Berkshire Hathaway's Cash as % of Total Assets

Berkshire Hathaway’s Cash as % of Total Assets

Portfolio Allocation

Berkshire Hathaway Portfolio Ponderation