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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.

Not only have markets become increasingly concentrated, so have the portfolios of investors of all ages.

Corporate earnings don’t appear to support the case for either.

But that certainly hasn’t held back investor enthusiasm for Big Tech.

Meanwhile, the message from the yield curve is hardly bullish.

And if that message is eventually vindicated, there are certain assets, where sentiment is significantly depressed, that may stand to benefit.