Year Behind, Year Ahead - Special 2023 White Paper
The Dividend Cafe
00:00
Themes for 2023
I'm going to start with what I think is a gutsy call, which is that inflation is headed way lower. Part of my belief about disinflation coming is related to the secular force that he thinks is more dominant. And yet in the more short term 2023 context, I am not so much making bets on where the long term direction of treasury yields is.
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