A Yahoo Finance article points out that despite historical data indicating an eventual bear market, the strategy currently being adopted by "the smartest investors" is to continue deploying long-term capital rather than waiting for a perfect market entry point.
The article cites Berkshire Hathaway's net purchase of $23.5 billion in stocks in Q2 2026, ending 14 consecutive quarters of net selling, while holding approximately $365 billion in cash. Concurrently, Bill Ackman's Pershing Square fund also established six new positions in Q2, including Netflix, Visa, and Mastercard.
Analysis suggests these actions indicate that even in a market environment with increasingly stretched valuations (Vanguard projects an annualized return of only 4.2% to 6.2% for U.S. stocks over the next decade), long-term investors tend to adhere to disciplined investment plans rather than attempting to time the market.
Yahoo Finance: "Smartest Investors" Continue to Deploy Long-Term Capital Rather Than Time the Market, Despite Inevitable Bear Market
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Source:Yahoo财经 · Source Link
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