And when the TAM (total addressable market) is the first and primary source of an analyst's bullish position - turn off the TV. Its consensus and everyone knows this... @SquawkCNBC
Warren Buffett's message is not upbeat. Period. We are witnessing a classic example of a veteran recognizing that when risks are hard to quantify, it's best to err on the side of conservatism and not add to equities. Rather, saving money for a rainy day, is preferable.