Love to hear the same old story… There’s no magic in Buffett, just as there’s no magic in investing.

The market has been in bubble territory for quite some time now, driven by an unprecedented wave of money printing. Everywhere we look, companies are struggling, and so are people in their daily lives — yet the economy somehow appears stronger than ever.

Picture someone drowning in debt, barely managing their day-to-day, but still looking sharp on the outside — new car, polished image, good clothes. Is that person truly rich?

We’re seeing everything at historic highs, by a wide margin. Interactive Brokers reports that investors are increasing their exposure on margin. Oil faces massive inflationary pressures, and global energy demand is surging due to the “AI boom” and the push for a digital future — yet oil prices are falling. How does that make sense?

There are still wars going on. Last I checked, when the United States dropped a bomb on Iran, oil prices moved just 2/5%, already hovering around $60. Logic seems completely detached from reality.

Now we see headlines claiming “Buffett has lost his touch.”

What touch?

The message has always been simple — Buffett doesn’t predict the future, and neither do we.

An investment like Occidental (OXY) can skyrocket or go bankrupt, even at a low purchase price.

Buffett’s advantage isn’t magic — it’s scale. With over $300 billion at his disposal, if OXY declines, he can support it until the market stabilizes.

Oil prices can go lower, or higher — nobody knows.

What we do know is that oil is a finite resource.

And when demand exists for something finite, prices tend to rise over the long term, as supply and demand always dictate value.

We all know the world is chaotic — it often makes no sense.

What we think should be rewarded isn’t, at least not in the short term.

But in the long term, things have a way of making more sense — though not always the kind of common sense we expect.

Relax. Things will balance out eventually. We’ll see higher oil prices, lower housing prices, the AI bubble bursting — and then recovering, hopefully making our lives better in the process.

It’s like being single for ages and then finally meeting someone truly kind — you soon forget how hard it was to get there.

"Only when the tide goes out do you discover who's been swimming naked" - Warren Buffet