Comprehensive Economic Update: Year End 2023
Preface
Please find our comprehensive review of the economic landscape in the United States at the end of 2023.
We discuss CPI, PCE, PPI - the differences between them - as well as the Fed, forecasts, and outcomes for 2024.
Please find the video below:
Conclusion
This period is a wonder - a series of inconceivable data that, for a moment, are more than good, they are exceptionally good. But, don’t get slap happy.
Take the good as good; then recalibrate and think about the future.
If you enjoy these posts and want deeper economic analysis and then the meat on the bone: a stock research service with Top Picks and performance double verified by an audit firm and then a hedge fund tracking firm, check out CML Pro.
For about a dollar a day you’ll have great access to company CEOs, expert channel checks, economic research, and our Top Picks list. That price is going rise by 2-fold in 2024 (inflation is real).
Now is the time to look at the “after this” period. That is, not just now, next month, and the month after that, but after the inflationary irritant is removed and after the potential recession that follows it; after this.
We have named nine “after this” winners thus far and the portfolio is up 74% YTD.
From January 1, 2016 through June 31, 2023 (more than 7.5 years) this how our tracking portfolio has done relative to other benchmarks:
Jan 1, 2016 - Jun 31, 2023
We have an eye toward the “after this” period and have named nine after this winners.
Get access to those nine names and all of our research and our community at CML Pro here.
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