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Green Book January 2023

In No Hurry To Nowhere

With the stock market horrors of 2022 already well-lamented by others, we tried hard to a come up with a longer-term, cheerier take on the recent state of things. We’ll confess... it was challenge.

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Gold (84) Dollar (56) Easing (1) CPI (171) Market Rotation (2) Election (10) Inflation (585) Recession (69) Value (131) Growth (119) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79)