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FiNiche's avatar

Nice work! You might enjoy my perspective as well

https://finiche.substack.com/p/the-big-portfolio-refresh-202301

Cheers!

F.

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Steven  VanHeyningen's avatar

3 paths for 2023, good read...

I'd probably see the 4.60 %, middle path, as most likely, but who knows ????

One thing I do believe is that the Fed, is a poor Forecaster.....

Thanks for your work !!!!

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