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Below are some of the most interesting articles, quotes 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.

Stock and bond prices have become disconnected to a meaningful degree in recent months.

But if a second wave of inflation is on the way, interest rates may not be able to fall in the way stocks have now come to discount.

Even more important, persistent inflation and elevated interest rates could begin to pose problems for the public financial position.

For this reason, it may be a good time to focus on hard assets in the investment portfolio.

Investors, however, have been shedding these sectors in their manic move back into Big Tech (perhaps creating opportunity for the cagey contrarian).