Lazy Bull Weekly #6 -Buffett’s Farm Analogy Still Wrecks Wall Street Noise

In a week full of missile strikes and Fed tea leaves, Buffett’s farm lesson still hits harder than any macro take.

That’s not a metaphor. That’s the formula.

No CNBC panic.
No 400-page 10-Ks.
No scrolling X threads to decode Powell’s eyebrows.

You’re not buying asset value, buying tickers or hype.
You’re buying cash flow with predictable income— plain and simple.

In a market fueled by headlines and hot takes, three questions still run the game:

• What does it earn?

• What’s the price?

• Can it reinvest that at high returns?

If you can answer those, you're already outperforming most of Wall Street.

🧠 Reinvest or Walk Away? That’s the Real Job

Let’s say your farm earns $70 a year. Now what?

• Reinvest — if it compounds like crazy (think: Amazon reinvesting into AWS)

• Cash out — if you’ve got a better deal elsewhere (Buffett 101)

That’s capital allocation — whether you’re managing $100 billion or $100 in a brokerage app.

You don’t need to guess the next Fed move or read the tea leaves in South Asia.
You just need to know what the asset earns, what you’re paying, and whether it's still worth owning.

Everything else is noise.

Stay lazy. Let compounding do the heavy lifting.

📉 Lazy Recap: May 4–10, 2025

🧨 India–Pakistan: Not-so-friendly fire
India launched Operation Sindoor, hitting nine sites in Pakistan.
Markets panicked just enough:

• Sensex: -1.2%

• Rupee: -0.8%

• Gold: 🚀 to $3,339.90 (new record)

• Brent crude: $79.50 because, of course, war = oil spike

🏦 Fed: Doing nothing, very carefully
Rates held at 4.5% — Powell’s still in “let’s wait” mode.
Trump’s tariffs + geopolitical drama = no sudden moves.
Rate cut odds for June? Down to 36.6%. Don’t hold your breath.

🪙 Bitcoin: Chillin’ through the chaos
U.S. Senate stalled the stablecoin bill (again).
BTC futures still vibing around $103K — war + inflation = crypto not dead yet.

📊 U.S. Markets: Flat is the new win

• S&P 500: -0.11%

• Nasdaq: -0.10%

• Dow: -0.27%
  Basically sideways. But gold and Bitcoin carried the week like veterans of every crisis playbook.

• – Lazy Bull

  Disclaimer: This is not financial advice. The content provided is for informational purposes only. Always do your own research