Monday links: collective human intelligence

MarketsHow inflation regimes affect returns for stocks and bonds. (awealthofcommonsense.com)The Fed does not control the long end of the curve. (advisorperspectives.com)The four O's of market bubbles including 'over-ownership.' (ft.com)FinanceCharles Schwab ($SCHW) is reluctant to follow competitors into high octane offerings like prediction markets. (wsj.com)Why you should be way of EGCs, or Emerging Growth Companies, many of which trade be $1 a share. (wsj.com)Fund managementBlackRock ($BLK) now managed $80 billion for Citigroup’s private banking clients globally. (wealthmanagement.com)Invesco ($IVZ) isn't done with recalcitrant $QQQ shareholders. (ft.com)JP Morgan ($JPM) is creating a tokenized money market fund. (wsj.com)EconomyNational homebuilder confidence has been negative for 20 months straight. (calculatedriskblog.com)Why 2% inflation may no longer be an option. (macroeconomicpolicynexus.substack.com)Why high prices continue to impact American consumers. (crr.bc.edu)Earlier