am/FX Archive


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Five Main Outcomes

The market is in constant reassessment mode here as there are five possible outcomes for the US economy in 2023 and the odds of each keep changing.

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Today, a short discussion of how I use RSI and a quick thought on the role of positive interest rates in setting the price of money in a functioning capitalist economy.

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It’s difficult, but not impossible to imagine the bullish scenario for 2023. Today is my best effort to present the alternative hypothesis to the consensus bearish view on the US economy and stocks. It’s still not my base case, but I am keeping an open mind.

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