End of Year Special Edition 2023
Looking at what worked (and what didn't) in 2023, as well as a look at some key themes and opportunities headed into 2024...
Weekly Macro Themes - End of Year Special Edition
Please find attached the final edition of the year. Note this edition takes a different format than usual: reviewing and reflecting on some of the key charts of 2023, before going through some of the ones to watch for 2024.
Specifically, the contents:
A. Charts That Worked
B. Charts That Didn't Work
C. My Fa…