By J. Keith Buchanan, CFA, Portfolio Manager Increasing money supply seems to have a way of making new investment ideas and inventions appear worthy of lofty valuations and waves of capital. However, the risk is not appreciated until excess liquidity begins to recede and the most egregious assets or asset classes appear so. Warren Buffett [...] The post GLOBALT Spotlight: Who’s Swimming Naked? appeared first on ETF Trends .