Gates is selling Berkshire Hathaway stocks again - this time he sold 2.4 million shares in one go. It is worth noting that this company of the Gates Foundation was originally his largest single Holdings, accounting for 30%, now it has been cut down to 25%.

Why is that? Interestingly, Berkshire Hathaway, under Buffett, now has $38 billion in cash, which accounts for more than a third of the company's market value. The signal is clear - these two old guys think the market valuation is too high right now. The S&P 500 is currently at a 30 times PE, while the historical average is only 15 times.

What's even more heart-wrenching is that out of the 25 holdings of the entire foundation, 12 are being reduced and none are being increased. Even Gates, who has always been optimistic about Berkshire, is cutting losses. What does this indicate? It might just mean that they feel the current price is not attractive anymore. Of course, it could also simply be the foundation's normal allocation operations, but they were still increasing their positions in the previous few quarters...

So don't be blinded by "Stock God Holdings". Even Gates and Buffett are hoarding cash for opportunities, what's the move for you to go all in now?