Let's talk about why I want to do this thankless task. In the second quarter, when Buffett reduced his holdings, there was an extreme market situation because the market speculated that Buffett had predicted the possibility of an economic recession. However, a quarter later, not only did the U.S. not experience an economic recession, but the U.S. stock market also performed even better, and #BTC also rose significantly.

So this time, when he reduced his holdings again, I wanted to truly understand from the data whether Buffett really anticipated the possibility of an economic recession. In fact, during several reductions, Buffett did not necessarily predict economic issues but rather adjusted based on expectations for specific sectors. For example, during the pandemic in 2020, Buffett believed that the pandemic might affect people's travel, so he reduced his airline stocks.

It seems like a very correct outcome, but it's important to note that Buffett still holds more shares in companies like Apple, American Express, Bank of America, and Coca-Cola. During an economic recession, these stocks also experienced significant pullbacks. If Buffett had predicted a recession, he would have adjusted all his holdings, not just those in specific sectors.

Therefore, I want to use data to let everyone know that although Buffett is a stock god, he is still human. He is not so divine that his reduction in holdings will inevitably lead to an economic recession. Even during periods of economic recovery or growth, Buffett will still adjust his stock holdings.

To Buffett, it may not necessarily be correct. Although it's a thankless task, I still want to give it a try.

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