Below are some of the most interesting things 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.
What if the inflation problem has not actually been effectively addressed?
It could have important implications for not only monetary but fiscal policy in the near future.
This may be one reason some of the smartest investors on the planet have turned more cautious of late.
It could also be that equity valuations are simply too rich.
Perhaps markets are finally ripe for another major rotation.
