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Positioning for 2023: Part 6 - 2023 macro-map (Rates, labor and inflation)

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Markets

Positioning for 2023: Part 6 - 2023 macro-map (Rates, labor and inflation)

Markets: Tweaking my portfolio to perform better in 2023

IWannaBeOnTheBeach
Jan 5
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Positioning for 2023: Part 6 - 2023 macro-map (Rates, labor and inflation)

beachman.substack.com

In order to improve our investing performance in 2023, it is important to understand what's coming up for the US and the global economy over the next 12 months. The best way to do this is to track th…

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