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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.

The defining feature of any asset bubble is, “extrapolation of the unsustainable.”

Today, equity investors are extrapolating both unsustainably high growth rates and profit margins.

Corporate insiders appear to validate this assessment.

And once investors come around to a similar conclusion, things could get messy again in the stock market.

However, opportunities abound in asset classes where investors have extrapolated too far in the other direction.