Wednesday, March 5, 2014

A Respectful Disagreement With Warren Buffett | Zero Hedge

A Respectful Disagreement With Warren Buffett | Zero Hedge:



For one, the unprecedented monetary expansion over the last decades has created a major boon for Mr. Buffet and his net worth.
His company Berkshire Hathaway has a balance sheet worth $485 billion. 25% of that is simply invested in the stock market with big chunks of Coca Cola and American Express.
These stock prices have boomed in an era of unprecedented money printing, adding billions to Mr. Buffett’s net worth.
Second, it’s important to note that over 75% of Berkshire’s revenue comes from highly regulated, absurdly profitable, tax advantageous businesses that are simply not accessible to the average guy.
For example, Mr. Buffett gleefully writes about the $77 billion ‘float’ from his insurance businesses.
This is money that is collected from insurance customers. And while he might have to pay out insurance claims someday, for now he gets to borrow from that kitty at 0% and generate higher returns elsewhere.
On top of this, Mr. Buffett has been able to defer a full $57 billion in tax, indefinitely kicking the can down the road on his IRS bill thanks to industry-specific tax rules.
Again, you and I couldn’t do this because we don’t have access to these special privileges. Warren Buffett does.
Warren Buffett also has special access to lawmakers in the US who clamor to be in his favor.
During the early days of the financial crisis in 2008, for example, Buffett was getting desperate phone calls from the Treasury begging him to make investments in the financial system.
And as a result, he was able to arrange sweetheart deals, brokered by the US government.
It also may just be a wild coincidence that the US government has rejected the Keystone XL pipeline… and Mr. Buffett’s railways just -happen- to be among the prime beneficiaries.
Yes, I think if we all had the special privilege, access, and benefit that Warren Buffett enjoys, we too would all be jumping for joy about America.





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