Morgan Staley reports that Warren Buffett's Berkshire Hathaway equity portfolio value increased about 15% in the second quarter.<br />According to Business Insider that could be in part due to the company's new stake in Barrick Gold.<br />Analysts led by Michael Phillips said the company's new position is "potentially signaling caution given the uncertain macro environment."<br />In addition, "the company has largely reinvested the proceeds from equity sales in Treasury bills, reflecting caution in the current environment," said Phillips.
