The best commentary I heard so far this month came from the front seat of a Grab car in Singapore. He was quiet for most of the ride but along the way he began sharing his thoughts on the meaning of life. His observation was that many Singaporeans were so busy chasing wealth and fame…

If I had been building up positions over the past several weeks, would I have felt entirely comfortable doing so? Probably not, judging by the headlines. Geopolitical tensions. Economic uncertainty. Enough reasons to send most investors running for the exits or at least hiding under the desk. Yet stocks have continued to advance, with plenty…