Authored by Jesse Felder via The Felder Report,

The stock market is becoming more highly concentrated than ever before...

History suggests, however, that this may be a dangerous game...

And valuations of some of the most popular Big Tech stocks may be unsustainably high...

Meanwhile, sentiment has turned inordinately bearish on energy...

But the macro case for real assets is only growing more compelling...

*  *  *

Click here to subscribe to Jesse's free weekly newsletter and get this post delivered to your inbox each Saturday morning.