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Below are some of the most interesting articles and charts I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.

The stock market is becoming more highly concentrated than ever before.

History suggests, however, that this may be a dangerous game.

And valuations of some of the most popular Big Tech stocks may be unsustainably high.

Meanwhile, sentiment has turned inordinately bearish on energy.

But the macro case for real assets is only growing more compelling.

Thanks for reading and have a great weekend!