Macro Policy, Inflation, Risk Tolerance, and Asset Prices

My Take: Have misguided policies led to recent asset bubbles and boom-bust cycles?
https://thehill.com/opinion/finance/538921-have-misguided-policies-led-to-recent-asset-bubbles-and-boom-bust-cycles

The Debate About Stimulus Is Missing the Point

https://www.bloomberg.com/opinion/articles/2021-02-15/mervyn-king-says-the-debate-about-stimulus-is-missing-the-point

Biden and the Fed Leave 1970s Inflation Fears Behind
https://www.nytimes.com/2021/02/15/business/economy/biden-fed-inflation-covid.html

Inflation Isn’t Lurking Around the Corner. This Isn’t the 1970s.
https://www.nytimes.com/2021/02/16/opinion/democrats-biden-inflation.html

The Short March Back to Inflation
https://www.wsj.com/articles/the-short-march-back-to-inflation-11612378471

Stocks Set for Longest Winning Streak in 17 Years

https://www.bloomberg.com/news/articles/2021-02-15/stocks-set-to-extend-gains-in-asia-oil-rises-markets-wrap

Schrödinger’s Bitcoin
https://www.project-syndicate.org/commentary/bitcoin-bubble-price-volatility-investment-risk-by-willem-h-buiter-2021-02

Borrowing Binge Reaches Riskiest Companies

https://www.wsj.com/articles/borrowing-binge-reaches-riskiest-companies-11613385001