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![DIEZELCHRIST Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1824034274120445952.png) THEODORE WELTON [@DIEZELCHRIST](/creator/twitter/DIEZELCHRIST) on x XXX followers
Created: 2025-07-17 04:23:48 UTC

As the Oracle of Omaha, @WarrenBuffett, might sip his Cherry Coke and say, "The stock market is a device for transferring money from the Active to the Patient." Our hypo-thesis—the "Buffett Lag Signal"—posits that when Berkshire Hathaway (BRK) trails the S&P XXX by 20%+ over a rolling 6-12 months amid bull euphoria and a towering cash pile, it often signals overvaluation bubbles primed to pop within 1-2 years. Not sorcery, just Warren's wizardry: Fear the greedy, hoard for the fearful. Here's a refined trio of "Buffett algorithms" distilled from history, ready for your investing spellbook.

Algo 1: Cash Moat Mirage (Today's Tariff Echo)

Wisdom: "Cash combined with courage in a crisis is priceless."

Trigger: BRK lags ≥20%, cash >20% of assets, no big buys, S&P P/E >20x.

Hexes:

- 1999: Gap -XXXX% amid dot-com hype; bust followed (S&P -XX% '00-'02, BRK +26.6% '00).

- 2019: Gap -XXXX% in tech fever; COVID crash ensued (S&P -XX% intrayear, BRK milder dip).

Now: $348B cash drags ~23% lag since May—watch for H2 volatility.

Algo 2: Rebound Reluctance Riddle (Post-Panic Patience)

Wisdom: "Time is the friend of the wonderful business."

Trigger: Post-crash, ≥20% gap as value gets snubbed for growth, with lingering risks.

Hexes:

- 1975: Gap -XXXX% after '73 oil bear; stagflation chopped markets (BRK +80% by '79).

- 2009: Gap -XXXX% post-'08; set for euro jitters (BRK +21.9% '10).

Now: April tariff hit left BRK unscathed—poised if policy sours.

Algo 3: Policy Peril Predictor (Geopolitical Goblins)

Wisdom: "Predicting rain doesn't count; building arks does."

Trigger: ≥20% gap + policy risks (e.g., tariffs), + GDP slowdowns.

Hexes:
- 1990: Gap -XXXX pre-Gulf War; recession struck (S&P -10%, BRK +39.6% '91).


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945700939580490045/c:line.svg)

**Related Topics**
[signals](/topic/signals)
[rating agency](/topic/rating-agency)
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[stocks](/topic/stocks)
[oracle](/topic/oracle)
[$ko](/topic/$ko)
[stocks consumer defensive](/topic/stocks-consumer-defensive)
[berkshire hathaway](/topic/berkshire-hathaway)

[Post Link](https://x.com/DIEZELCHRIST/status/1945700939580490045)

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DIEZELCHRIST Avatar THEODORE WELTON @DIEZELCHRIST on x XXX followers Created: 2025-07-17 04:23:48 UTC

As the Oracle of Omaha, @WarrenBuffett, might sip his Cherry Coke and say, "The stock market is a device for transferring money from the Active to the Patient." Our hypo-thesis—the "Buffett Lag Signal"—posits that when Berkshire Hathaway (BRK) trails the S&P XXX by 20%+ over a rolling 6-12 months amid bull euphoria and a towering cash pile, it often signals overvaluation bubbles primed to pop within 1-2 years. Not sorcery, just Warren's wizardry: Fear the greedy, hoard for the fearful. Here's a refined trio of "Buffett algorithms" distilled from history, ready for your investing spellbook.

Algo 1: Cash Moat Mirage (Today's Tariff Echo)

Wisdom: "Cash combined with courage in a crisis is priceless."

Trigger: BRK lags ≥20%, cash >20% of assets, no big buys, S&P P/E >20x.

Hexes:

  • 1999: Gap -XXXX% amid dot-com hype; bust followed (S&P -XX% '00-'02, BRK +26.6% '00).

  • 2019: Gap -XXXX% in tech fever; COVID crash ensued (S&P -XX% intrayear, BRK milder dip).

Now: $348B cash drags ~23% lag since May—watch for H2 volatility.

Algo 2: Rebound Reluctance Riddle (Post-Panic Patience)

Wisdom: "Time is the friend of the wonderful business."

Trigger: Post-crash, ≥20% gap as value gets snubbed for growth, with lingering risks.

Hexes:

  • 1975: Gap -XXXX% after '73 oil bear; stagflation chopped markets (BRK +80% by '79).

  • 2009: Gap -XXXX% post-'08; set for euro jitters (BRK +21.9% '10).

Now: April tariff hit left BRK unscathed—poised if policy sours.

Algo 3: Policy Peril Predictor (Geopolitical Goblins)

Wisdom: "Predicting rain doesn't count; building arks does."

Trigger: ≥20% gap + policy risks (e.g., tariffs), + GDP slowdowns.

Hexes:

  • 1990: Gap -XXXX pre-Gulf War; recession struck (S&P -10%, BRK +39.6% '91).

XX engagements

Engagements Line Chart

Related Topics signals rating agency money stocks oracle $ko stocks consumer defensive berkshire hathaway

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