### Comment:
Anticipating sector rotation out of tech/retail into financials? 
  
 Either way, shorting financials is a good position for Q3/Q4 2019 when corporate and consumer debt defaults like falling dominoes. 
  
 Edit: I forgot, Buffet doesn't try to time the market, so his new/re-upped positions are for gains years down the road.

### REPLY:
Yeah he’s all about long term and dividends. Banks don’t have insane growth but they are fairly steady and with the Fed allowing them to increase buybacks and dividends.

### END.