What to wait for in 2023? A recession seems highly likely. Is it priced in already? We don’t think so – more pain to come when EPS estimates are revised downward further. How to position for 2023 – look at 2001 and 2008 to get the answer. Here you will find “the smart guys’ take” on how to play it out.
How To Position Your Portfolio For 2023
What to wait for in 2023? A recession seems highly likely. Is it priced in already? We don’t think so – more pain to come when EPS estimates are revised downward further. How to position for 2023 – look at 2001 and 2008 to get the answer. Here you will find “the smart guys’ take” on how to play it out.