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Francois Trahan, Founder, Trahan Macro Research

Alpha Exchange

CHAPTER

What's Going to Separate Winners and Losers in 2023?

When earnings start to fall, investors become obsessed with earnings. And so you want the shy away from those companies that have elastic demand. The fourth one I would throw in there is domesticity. It's basically US-centric investments. Because in a global downturn, the dollar tends to appreciate.

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