WSJ article: Global Glut of Capital and Labor Challenge Policy Makers

This inspired a lot of pessimism in a BusinessInsider article. I don't think the pessimism is correct, but it's warranted; the global capital glut requires a lot of new thinking.

Of course, there are always bozos who treat this as a silly blame game, like this guy writing at Forbes, who says it's the Fed's fault that there's a global capital glut. He represents hordes of deluded people, so one should be able to make money by figuring out where this deluded thinking leads and betting the other way.