Warren Buffett now owns 5.1% of the entire U.S. Treasury Bill Market

5 comments

1. Inflation rate has been higher then Tbill interest. Losing value fast. Should have bought more Gold and Silver.

2. Japan owns 12.5%, China owns 8.9%.

   Neither countries can dump their holdings without getting the wrath of the US government.

   Berkshire Hathaway could be in the same situation now.

3. Tax the rich

4. Damn 56B in goodwill. Wonder what he paid for over book value?

   Any insight?

5. This is concentrated leverage. Leverage over policy decisions made by this administration—related to trade or anything else. Not much different than what happened to [Liz Truss in U.K.](https://www.theguardian.com/us-news/2025/apr/10/trumps-liz-truss-moment-when-economic-bravado-meets-market-reality), or [to Bill Clinton](https://en.wikipedia.org/wiki/Bond_vigilante) with respect to healthcare in his first administration during the early 1990s. The bond market is a kind of de facto fourth branch of government, in the U.S., that has enormous veto power over decision-making. How it will, or if it will be, used is difficult to say because using it *at full steam* is murder/suicide. But the threat is real.

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