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July 7, 2024
there more pain ahead? less as jason chairman stuart ceo of strategic strategy firm. a welcome here and happy new year to you. so, i think after this a dreadful year in the markets, are we going to see some relief in 2023? was paul im not so sure. i think for some higher-quality companies that can generate their own cash i think it might be a better year. i also think theres a lot of froth theres a lot of annual spirits treated by free money during the culvert era. we are in for anothe...
December 31, 2022
Net importers like china and india for instance. they are major importers of commodities. they are probably going to have a difficult time i would argue in 2023. i just think the rules that we have become accustomed to in the fed is made us accustomed to over the past, 13 or 14 years have changed. people have become very accustomed to v-shaped bottoms. really very quick recoveries. this is a bit different. these problems are structural women are going to take some time to fix in my opinion over ...