2022 Review & 2023 Outlook
End of Year Review & Thoughts for 2023
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Value Situations is NOT investment advice and the author is not an investment advisor.
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2022 was the year in which the old market regime died and the old economy exacted its revenge. The era of reliably low interest rates and cheap energy appears over and during the second half of 2022 I sought to reposition the Value Situations Model portfolio accordingly, which proved challenging …