Submitted by QTR's Fringe Finance
This past week I released two great reads if you’re still looking to consider an outlook on where the economy and markets stand heading into 2024.
I shared the perspective of one of my favorite fund managers, Larry Lepard, who wrote up a comprehensive take on where he sees the U.S. and our markets heading into the new year.
In these pieces, he covered:
The Fed and Treasury Blink in Q4
Inflation
Gold and Bitcoin Got the Memo
US Fiscal Position Not Improving
Catalysts for a Full Fed Pivot
When The Fed Pivots, We Get Paid
Gold’s Outlook Is Improving
Part 1 is here: "God Help Us In The Next Crisis": Lawrence Lepard
And Part 2 can be read here: "When The Fed Pivots, We Get Paid": Lawrence Lepard
🔥 6 Months Free: For those of you that are not yet subscribers, the link below will afford you a year’s paid subscription for the price of just 6 months. It’s a discount that never expires for as long as you wish to remain a subscriber: Get 50% off forever
Last week Fringe Finance also published “The Bitcoin Debate: Peter Schiff vs. Larry Lepard” - its an hour and a half long debate by bitcoin bull Larry and bitcoin bear Peter Schiff, where two of the smartest people I know debate the merits of the emerging cryptocurrency.
The Bitcoin Debate: Peter Schiff vs. Larry Lepard
In addition to the debate, this past month I laid out the risks I see for the market in the year ahead and I put together a watchlist of 24 stocks I’d be watching for the new year in order to try and navigate what I believe will be a complex investing landscape for the year to come.
24 Stocks I'm Watching For 2024: Part 2
I’ve also compiled outlooks on 2024 from a couple of my favorite investors. First, Chris DeMuth offered up 7 additional stocks — including 4 bank stocks he likes and 3 names that plunged in 2023 that he thinks could be due for a reprieve in 2024
7 More Stocks To Watch In 2024
In addition to that, I also published Harris Kupperman’s Portfolio Review for 2023, where he talks about what positions his fund has and his outlook for 2024:
More Ideas For 2024: Harris Kupperman's Position Review
Finally, I published my friend Dave Collum’s thoughts on the market and investing heading into 2024:
"All Bull Markets Run Out Of Money": Dave Collum
And here’s what else is new on the blog this year:
This "Economist" Says $34 Trillion In Debt Is Definitely Not A Problem
The War on Producers and Entrepreneurs Is Based on False Notions of Profits
Yemen: The Forgotten Neoconservative-Supported War in the Middle East
And the Fringe Finance archives:
QTR’s Disclaimer: I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important. Please see individual posts from DeMuth, Kupperman, etc. for additional disclosures.
