Cash Allocation

Cash Allocation
Free Cash Flow
Value Investing
Warren Buffett

Buffett Chips Away at Cash Pile With Bigger Occidental Bet

(Bloomberg) — Warren Buffett’s high-class problem of too much cash and too few opportunities may be easing. His Berkshire Hathaway Inc. disclosed Friday that it had snapped up almost 30 million additional shares of Occidental Petroleum Corp., worth roughly $1.6 billion midday Monday amid volatility in stocks due to a potential ban on Russian oil […]

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Cash
Cash Allocation
Fed Rate Hikes
Federal Reserve
Interest Rates
Low Interest Rates
Rising Interest Rates
Uncategorized

Billions Are Flowing to Cash-Like ETFs in ‘Hunt’ Before Fed Hike

(Bloomberg) — What’s safer than short-duration bonds? Even shorter duration debt. As investors brace for an increasingly aggressive Federal Reserve, money is flooding into cash-like ETFs — which are seen as relatively less vulnerable to interest-rate risk. Traders have been piling into exchange-traded funds mostly focused on ultra-short instruments like Treasury bills, while offloading ETFs […]

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Cash
Cash Allocation
Fed Funds
Fed Rate Hikes

Traders Follow Goldman Call as Cash Piles Into March Rate Hike

(Bloomberg) — In the front-end of the U.S. rates curve, serious money is being put to work as traders position for the strong possibility that the Federal Reserve will hike interest rates at the March monetary policy meeting. The move follows a number of bank strategists adjusting forecasts and calling for the Fed to raise […]

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Cash
Cash Allocation

Why we use more cash than ever

Last week, I returned from a two-week trip to Europe where I didn’t spend any money at all. Or at least not any cash. To be clear, I visited Finland, Sweden and Denmark without using any paper money (or coins). I never used any euros or krona or krone. And not only that, I never […]

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Cash
Cash Allocation

Cash Is a Better Hedge Than Bonds, Goldman’s Oppenheimer Says

(Bloomberg) — Investors may be better off hedging equity portfolios with cash than bonds, according to Goldman Sachs Group Inc.’s Peter Oppenheimer. The chief global equity strategist told Bloomberg TV that while bonds have acted as a good counterweight to stocks for the past 20 years, low interest rates have changed the equation with him […]

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