Bill Bonner : 大資産家で投資の名人たちがアメリカ株式を大量に売却している
・Warren Buffett, John Paulson, George Soros といった大資産家で投資の名人たちがタイトルのような動きに出ていると。
Now, Mr Market sees the smart money selling out, as the dumb money still makes its bets. As Newsmax reports:
‘[Warren Buffett’s] Berkshire [Hathaway] sold roughly 19 million shares of Johnson & Johnson, and reduced its overall stake in “consumer product stocks” by 21%. Berkshire Hathaway also sold its entire stake in California-based computer parts supplier Intel.
‘Fellow billionaire John Paulson, who made a fortune betting on the subprime mortgage meltdown, is clearing out of US stocks too. Paulson’s hedge fund, Paulson & Co., dumped 14 million shares of JPMorgan Chase according to a recent filing. The fund also dumped its entire position in discount retailer Family Dollar and consumer-goods maker Sara Lee.
‘Finally, billionaire George Soros has sold nearly all of his bank stocks, including shares of JPMorgan Chase, Citigroup, and Goldman Sachs. Between the three banks, Soros sold more than a million shares.’