Warren is saying that (among other things) because some of his ideas of the past four years are now coming back to haunt Berkshire-Hathway and investors in BRK who aren't Warren-worshipers are pretty PO'ed.

BRK has losts its AAA rating from Fitch's. S&P has put them on watch "negative" -- which means that it will likely be one more quarter and BRK loses S&P AAA rating as well.