Warren Buffett accumulates $373.5 billion between cash and Treasury letters. Michael Burry compares the current moment to the last months of the dotcom bubble. Ray Dalio warns that artificial intelligence (IA) has already entered a first phase of euphoria. However, none of them has stopped investing.The apparent contradiction explains much of what is happening in the markets.The best known investors do not seem to be waiting for the end of the w…
Warren Buffett accumulates $373.5 billion between cash and Treasury letters. Michael Burry compares the current moment to the last months of the dotcom bubble. Ray Dalio warns that artificial intelligence (IA) has already entered a first phase of euphoria. However, none of them has stopped investing.The apparent contradiction explains much of what is happening in the markets.The best known investors do not seem to be waiting for the end of the w…