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#210: How Big Money's Feeling About 2024

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Ape of Omaha
Jan 02, 2024
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  • Happy new year! 🥳

  • 2023 was a fantastic year for US and EM equities (excluding China), not to mention the recovery in major cryptocurrencies

  • The year ahead feels to be a bit more unpredictable on the macro-end (i.e. FX, rates) — here are, as of writing, the major financial institutions’ official view on 2024

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