You can almost set your watch to it. When the stock market enjoys a strong bull run, the bubble warnings come out of the woodwork. That’s not to disparage a healthy discussion about overbought and oversold conditions. Markets go to extremes, of course, and so keeping an eye on the outlier events can be productive because current conditions provide context for estimating expected return. But obsessing over bubble talk can also lead to temporary insanity. Finding the sweet spot is the trick.

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* Rebound in economic sentiment isn’t translating into stronger support for Biden
* China services sector continues to expand at moderate rate in February
* China stocks rally to 3-month highs as Beijing targets 5% GDP growth
* Inflows into Bitcoin ETFs surge, helping drive price near a record high
* Gold rises to record high above $2,100/oz on Monday:

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