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Monday, March 07, 2005

FOLLOW THE MONEY

Buffet shorts the greenback

Seventy-four-year-old Warren Buffet said Berkshire Hathaway now held $21.4 billion of foreign currency contracts spread among 12 currencies. A year earlier, Berkshire had $12 billion of contracts over five currencies.
Buffett is concerned that U.S. policies are causing trade and budget deficits to spiral higher and might cause non-U.S. investors to pull money out of the country. This, he said, will put downward pressure on the dollar, which already trades near lifetime or multi-year lows against several major currencies.
Last year, the U.S. trade deficit rose 24 percent to a record $617.7 billion. "

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