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.
Corporate insiders are about as bearish on the future prospects of earnings and stock prices as ever before.
And there is plenty of evidence suggesting inflation remains sticky.
Certainly, it’s becoming more difficult to argue that inflation expectations remain well-anchored.
In spite of all of this, investors have gone all in on financial assets.
Because who needs risk management when you’ve got guaranteed bailouts?
