2022 Review & 2023 Outlook
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2022 Review & 2023 Outlook
End of Year Review & Thoughts for 2023
Disclaimer
Value Situations is NOT investment advice and the author is not an investment advisor.
All content on this website and in the newsletter, and all other communication and correspondence from its author, is for informational and educational purposes only and should not in any circumstances, whether express or implied, be considered to be advice of an investment, legal or any other nature. Please carry out your own research and due diligence.
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 …