Warren Buffett came out last week saying that he’s out in the bush hunting big game and has an “itchy finger” for the next acquisition. This isn’t much of a surprise in our opinion given that US economy is making a somewhat awkward yet potent economic recovery. He has also indicated that in his opinion the investment community lacks a consensus on how to value the market currently. Paralysis by over analysis sounds spectacular to us because that means there is an opportunity in the market. We think that if Buffett goes after any large acquisition he will “play it safe” by trying to take down a big player in the US economy that operates in a currently nondescript industry.