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Archive of entries posted on December 2022

Why I’m excited for 2023. The New Reality. How to play it.

It’s clear. This is a very different world. Very different. Until recently, interest rates were low. Ultra-low. And the value of assets sky-high. Super sky-high. Think tech stocks in November last year with their nose-bleed P/Es. Now interest rates are skyrocketing, central banks (and the Fed) are sucking money out of the economy and asset […]