opinion

Please stand up and be heard if you’re the one who knows how this market will play out. It’s expensive by many measures, fraught with the twists and turns of Agatha Christie’s best.

Let me go first with my ideas, starting with what I don’t know.

I don’t know if we’re living through a speculative bubble that will, in hindsight, look foolish - or if this is a genuine generational shift. I have no idea if gold, bitcoin, or the U.S. dollar are dependable stores of value. I also don’t know when technical tailwinds will finally yield to fundamental valuation realities.

Here are a few other things I don’t know:

• If the bankruptcies of automotive-related companies First Brands and Tricolor are isolated losses or the first dominos in a chain.

• If inflation is driven by wage pressur

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