Year Behind, Year Ahead - Special 2023 White Paper
The Dividend Cafe
00:00
The Biggest Fundamental Question Is What to Expect From the Market
The biggest fundamental question will be out of the effects of monetary tightening the Fed has done. Do you end up getting recessionary impact that is not yet priced in the market? That's going to be the big question. There is election cycle issues. The uncertainty around what the Fed is going to do and not do, what the economy is going todo and not do,. Those are the reasons we want to favor high quality, more value, more cash flow generation. And that's our outlook for 2023.
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