Subject: Re: The Berkshire Problem
There is currently a lot of cash for both [insurance claims and investment opportunities].
If they invest that money, there won't be money for either.
It's the same problem.

Sure. Buffett at the AM this year:

'What we'd really like to do is buy great businesses. If we could buy a company for $50bn or $75bn, $100bn, we could do it'.
but...
"It isn't killing us to hold $130bn of bills at 5%+".

https://www.cnbc.com/video/202...