“The real world is where the monsters are….. ” Markets are priced for perfection in a very imperfect world. As stocks hit new highs, are the bulls or bears correct? Politics are likely to be the major influence on where we go next, but lurking around the next corner might just be inflation. Markets are priced for perfection – although there has seldom been so much imperfect about them. Stock markets are breaching record levels on a daily repeat basis. For every Jamie Dimon (CEO of JP Morgan) predicting a massive post-pandemic economic recovery, there will be an equally well-known investor warning of the “