4Q 2023 Investor Letter - Mixed Messages

December 29, 2023
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In this episode, Lori and Lisa discuss the anticipated soft landing for the economy and point out what could go wrong. Learn how Janet Yellen helped spike the punchbowl with a Treasury auction last year, how 2022 and 2023 market sector performance were mirror images of each other, and hear our market outlook for 2024.

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