The long goodbye ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Don here... Today is Warren Buffett's last day at the helm of Berkshire Hathaway. Ninety-five years old. Started with a few thousand and turned it into nearly a trillion dollars. Jeff Bierman spent this morning's session paying respects while laying out exactly why the market environment that made Buffett rich is changing faster than most traders realize. In today's free session replay, you'll discover: - Why the consumer bifurcation wrecked retail traders this year. Target and Walmart are the same business. Target crashed while Walmart soared. Dollar General's biggest customer increase came from households making over $150,000. The wealthy drove a discount store up. None of this makes sense unless you understand demographics are splintering.
- The labor market shift nobody wants to discuss. Microsoft laid off 20,000 people. Meta laid off 10,000. Those jobs are not coming back. Walmart had 1.2 million employees at peak. By 2030 they expect 600,000. Half replaced by AI and robotics.
- What energy transition actually means for your portfolio. Oil looks terrible on charts. Jeff says we're approaching a cyclical bottom. When CL breaks the upper channel at 60, he's expecting a breakout slow bull market. He already owns Devon and Oxy.
- The healthcare resurgence everyone missed. RFK Junior scared traders out of pharma. Jeff bought Merck and Bristol Myers at the lows. Healthcare was left for dead and came roaring back.
Jeff wrapped up with something that matters more than any single trade. The stories that defined 2025 won't define 2026. AI and precious metals had their year. Don't fall into recency bias expecting a repeat. Old Lang Syne. For the sake of old times. Take a snapshot of this year and remember it. Then prepare for something different. → Watch Jeff explain why 2025's winners won't carry 2026 and how to position for the rotation ahead Don Kaufman
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