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Green Book November 2023

Fasten Your Seatbelt

Richard Russell, who wrote Dow Theory Letters for 58 years until his death in 2015, would sometimes say, “The stock market always does exactly what it is supposed to do, but never when.”

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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)