Year Behind, Year Ahead - Special 2023 White Paper
The Dividend Cafe
00:00
I Am a Housing Bear and I'm a Bear on Private Markets
I am a housing bear because I think housing was too darn expensive and it has to come down in price. We will have weaker global stability at the end of 2023 than we have now. The Russia-China relationship adds to my macro thesis about instabilities in the world. And then point number 10, I don't believe that the energy story is dead. It's severely under owned. There's no sense here in which there's been a kind of euphoric bubble forming around energy.
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