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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.

Markets, according to Howard Marks, have now priced in a “Goldilocks” scenario.

But inflation may prove stickier than the consensus currently expects.

And this could prove problematic for stocks that have fully discounted a return to a disinflationary environment.

Meanwhile, the fundamentals for assets that perform well during inflationary environments (and also help to drive inflation) remain strong.

The commodities sector is also deeply out of favor but nobody ever said successful investing was easy.