As we enter the final innings of 2022, Jim and I thought it be appropriate to share our thoughts on the market and how things are setting up for 2023.
We talk to ths charts below in the presentation, but I feel it's important that we highlight below. As the old saw says, history doesn't repeat, it does rhymes. As has been the case many times before, the market bottoms before corporate earnings bottom, or other economic indicators bottom (e.g. GDP, payrolls, etc.) for that matter. Will this time be any different?
Happy holidays everyone!