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Tony Petroski
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Buffett's Burlington Buy Is Really a Bet on China [View article]
"Not only can BNSF transport goods to port for export to China, but on the return trip it can drop off inventory from China at every Wal-Mart (WMT) from L.A. to Chicago."
Huh?
Good News for Transports: Well Played, Mr. Buffett [View article]
Then we have this:
"If one wants to draw a conspiracy theory to all of this, they could very easily. After all, Mr. Buffet is very close to the Obama administration and he did invest heavily last year knowing things were very bad, worse than he let on. He also did this on the day that the transports were about to melt down as well, so, as I said, one could very easily draw conspiracy theories from this purchase. However, I believe the transports will still melt down, it will just take a bit longer than expected."
Buffett isn't close to the Obama administration (he may think he is) and according to the article, Mr. Buffett has bought into a sector that is going to "melt down." Either he is wrong or you are Ray.