Buffett Cash Hoard: Why $397 Billion Sits On The Sidelines

Published on May 20, 2026

That Buffett cash hoard has also created a lot of speculation, innuendo, and assumptions, which is what I want to walk through in today’s discussion. Primarily, what that cash hoard actually represents, the popular theories explaining it, and what it really costs shareholders to hold.

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China Summit Disappointment Stresses Markets

May 20, 2026
Markets ended last week under pressure as the optimism that had been building around a potential geopolitical breakthrough faded quickly. The China summit did not deliver the progress that had been hoped for. The Boeing aircraft order was smaller than expected; there was no meaningful movement on Iran; the Taiwan issue was brought forward in a way that unsettled markets; and the hoped-for easing o

From the US Market Desk: Now What?

May 20, 2026
Chris Galipeau discusses high-conviction insights that go beyond media headlines.