❌ Buffett is not "betting against the dollar." And here’s what he’s actually doing
Recently, there have been claims that Warren Buffett supposedly:
• is transferring hundreds of billions into yen;
• is hedging against the decline of the dollar;
• is preparing for a de-dollarization era.
This is an exaggeration.
🔹 Buffett does indeed say:
• governments have a tendency to devalue currency over time;
• U.S. fiscal policy worries him.
🔹 But this does not mean that:
• he is "getting out of the dollar";
• he is making a macro bet against the USD;
• he is holding Berkshire cash in yen.
📌 What is he actually doing?
• Berkshire is investing in Japanese companies;
• using yen financing as a natural hedge;
• balance currency risks at the business level rather than the ideological level.
👉 This is the difference between:
a macro scare from Twitter
and
conservative corporate risk management.
Buffett is not predicting a dollar collapse.
He simply does not trust any currency "forever" — and acts accordingly.
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