Warren Buffett and Charlie Munger Are Recalibrating the Berkshire Hathaway Portfolio… Shouldn’t We Be Paying Attention? 

For several years, Warren Buffett has been warning investors that there are fundamental weaknesses in the economy generally and in the banking industry in particular that concern him. Now he is moving big chunks of the Berkshire Hathaway portfolio from stocks and into presumably safer assets like cash and debt instruments.

Click here and here for two perspectives on that.