Buffett has been crazily selling stocks recently - a total of $15.5 billion positions in Apple and Bank of America, with cash reserves reaching a record high of $382 billion, accounting for 1/3 of Berkshire's market capitalization. Even more astonishing is that this investment pro, who used to criticize holding cash, had zero buybacks of his own stock this quarter.

Some people have started to ask: Should we be worried? But this guy might not be participating in the time market, just simply unable to find cheap goods. The market is strolling at historical highs, and he just sits there counting money waiting for opportunities—recently he even added a small position in Chubu Group.

In other words, Buffett's recent move is essentially saying: don't force your way in. If you can truly find a good deal or if your investment horizon is long enough, then keep investing. But if there aren't any bargains to pick up right now, or if you might need this money within two years, then learn from him and hold some cash—currently, cash makes up 30% of his portfolio.

This is not in the time market, this is waiting for the right price.