Do you also believe that a recession is on the way?
Note that we’re not saying when. Maybe later 2023. Or 2024. For sure 2025.
We are good economists. Casting out predictions without set timelines!
At some point, of course, all of the rate hikes add up. The housing market slows because mortgages become more expensive. Commercial landlords feel the pinch because, well, nobody rents office space anymore!
One by one, industries slow down. Eventually, the much-anticipated recession arrives.
As contrarian investors, we don’t actually care about economic data. GDP. CPI. PPI. PMI.
Whatever. It’s all TMI.
We’re after dividends and growth, in this order.… Read more