The article talks about 'good things' but doesn't put them in context of valuation. $60B is still too much. It's odd that Buffet is in, it's a weird signal, b

The article talks about 'good things' but doesn't put them in context of valuation. $60B is still too much. It's odd that Buffet is in, it's a weird signal, because this is a weird era for markets: all other things equal, we are looking at .com-ish situations here and the timing would be ideal for a true crash. That the world economy is shrinking by 10% and governments, major industries are going insolvent should be scary. Perhaps investors think they are preparing for the 'covid future' but this may be a weird kind of inflation whereby everything else (including cash) is crap so they are piling into winners. There is an emotion to a lot of stocks these days that is probably making every analysts job a nightmare - if the CEO or company is popular, it really messes with valuation.