It's exhausting to write about politics right now…
And the ongoing race to the bottom among central banks is just as frustrating.
It's a fine time for the equities markets when there's nothing but more stimulus and lower rates every 24-hour news cycle. The Dow is well above 18,000, and the S&P 500 is sitting at nosebleed levels at 25x earnings. Meanwhile, deeper insight on alternative investments is fleeting.
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