Amid All This Enthusiasm, Cash May Be Wise 
        
        
     
    
 
    
    
    
    
    Are US markets, once again, in a bubble? Are AI stocks overvalued or are they discounting a new age of prosperity driven by big gains in productivity? What about gold? It's up over 50% this year, signaling...what exactly? Gold is a fear asset that usually shines when the economy is bad and stocks
    
        
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