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Once Markets Begin to Rebound, Buy These ETFs Warren Buffett’s quiet warning to the markets played out with eerie precision. In 2024, his firm—Berkshire Hathaway—was a net seller of a massive $134 billion worth of stocks. For longtime followers of Buffett’s actions, this was a clear signal: prepare for market turbulence. Historically, Buffett doesn’t ring alarm bells loudly—but his actions always speak volumes. And when Berkshire offloads that much equity in a single year, it’s worth paying close attention. History Repeats Itself Looking back, there’s a telling pattern. In years when Berkshire was a net buyer of equities, the S&P 500 delivered average total returns of 141% in the following year. Contrast that with 93% returns in years that followed when Berkshire was a net seller. In short, Buffett’s buying and selling activity tends to precede significant movements in the broader market. And now, in 2025, we’re seeing his foresight come to life. The markets are under pressure, and the returns are notably weaker—just as history would predict. Follow the Smart Money—And Their Cash Moves Beyond just trimming equity exposure, Berkshire was hoarding cash—$334 billion worth by the end of 2024. At the same time, Buffett shifted a sizable chunk—$234 billion—into U.S. Treasuries. That’s a classic defensive play, signaling that he saw better value and safety in fixed-income securities than in a turbulent equity market. This isn’t just about what Buffett sees now—it’s about what he’s positioning for in the near future. With that much dry powder on hand, Berkshire is clearly waiting for attractive valuations and calmer waters before jumping back in. |
Trading Whisperer
Uranium has doubled since 2020.
Saskatchewan’s uranium sales just hit $2.6 billion, up 62% year-over-year. Cameco says the long-term outlook has never been stronger.
Now layer on the global demand curve:
-30+ countries pledging to triple nuclear capacity
-AI data centers expected to use 12% of US electricity by 2028
-Germany reversing course and returning to nuclear
The setup is here and one company has plans to drill in the heart of it all: Canada’s Athabasca Basin.
With early uranium hits, expanding alteration zones, and proximity to NexGen and Cameco, this could be the next name to watch in the sector.
Don’t wait for Wall Street to catch on.
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But Here’s Where the Opportunity Lies: While Buffett has always taken a conservative, long-term view, he also reminds us to be greedy when others are fearful. That timeless advice couldn’t be more relevant right now. Markets are already pricing in a tremendous amount of fear and uncertainty—from inflation and interest rates to geopolitical risk and earnings headwinds. Investor sentiment is shaken. But historically, some of the best buying opportunities have emerged during times of maximum pessimism. Consider what Baron Rothschild once said: “The time to buy is when there’s blood in the streets—even if it’s your own.” Or how Sir John Templeton famously sought opportunity in times of excessive pessimism. These aren’t just catchy quotes—they’re proven philosophies that underpin some of the greatest investment track records in history. Rebounds Don’t Wait for Headlines to Turn Positive One of the biggest mistakes investors make is waiting for things to “look better” before buying. But by the time the news turns positive, the rebound is often well underway. Market rallies are typically front-run by smart money positioning in advance—not in response to good headlines. So, if you’re willing to take a calculated contrarian stance, now may be the perfect time to position for the eventual recovery. |
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How to Play It: Betting Against Fear with Inverse VIX ETFs When markets start to recover, fear fades—and volatility often collapses. That presents a unique way to profit: by shorting volatility itself. Here are two ETFs specifically designed to capitalize on that move:
ETF: -1x Short VIX Futures ETF (Ticker: SVIX)
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Brownstone Research
It’s Time to Buy Elon’s “ChatGPT Killer”
Elon Musk’s new AI model is blowing everyone’s mind.
It has been called “a game-changer in AI innovation”… “The future of AI”… And “a revolutionary leap forward.”
Tech legend and angel investor Jeff Brown believes this AI is so powerful that it will kill ChatGPT…
And make a lot of people rich in the process.
Click here to see the details before May 1st.
