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Macro/contrarian market-timing thesis without a specific identifiable asset or tradeable instrument.
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Time Magazine just named "The Architects of AI" as their 2025 Person of the Year. Historically, this has been a brutal contrarian signal (Bezos in '99 and Musk in '21 right before tech crashes). Meanwhile, Buffett’s sell-to-buy ratio is at a career-high 15-to-1, and he hasn't bought back Berkshire stock in five quarters. With an AI investment-to-revenue gap of 16-to-1, are we just accepting equity risk for what might end up being Treasury-level returns?