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Positioning for 2023: Part 8 - 2023 macro-map (Commerce, consumer and commodities)

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Markets

Positioning for 2023: Part 8 - 2023 macro-map (Commerce, consumer and commodities)

Markets: Tweaking my portfolio to perform better in 2023

Jan 19
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Positioning for 2023: Part 8 - 2023 macro-map (Commerce, consumer and commodities)

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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