actually it is sort of a myth that buffett ignores the macro. he engages in a lot of macro trades if you look back. here are some examples: berkshire's silver

actually it is sort of a myth that buffett ignores the macro. he engages in a lot of macro trades if you look back. here are some examples: berkshire's silver trade executed by Commodity trader Andrew Hall of Phibro, going long the brazilian Real, investing in Petro China, his past investments in more than one railroad... these are all investments that correlate with a kind of macro theme. they might not be the only factor, but definitely A factor in his investment.