Submitted by QTR's Fringe Finance
I’m hoping everyone’s start to 2024 is going well. Fringe Finance is heading toward its third anniversary this year, and I can’t thank you enough for helping allow my daft, sometimes odd, always irreverent style of financial commentary to have a home somewhere — it means a lot to me.
Gold was off to the races on Friday, rising about $35 per ounce by mid day on fears of an escalating conflict in the middle east — one of four major risks that I warned about coming into the new year.
It truly feels like we are on a razor’s edge heading into 2024, and that a black swan event — either geopolitically or economically — could be right around the corner.
In addition to laying out the risks I see for the year ahead, 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
🔥 75% off annual subscriptions (this weekend only): To celebrate my upcoming third anniversary, here is a discount I won’t be offering again anytime soon. This long weekend I’m offering 75% off annual subscriptions — a discount you can keep for life: Get 75% off forever
I’ve also compiled outlooks on 2024 from a couple of my favorite investors. First, Chris DeMuth offered up 7 additional stocks to watch early last week — 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, to end last week, 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
Additionally, I penned a new article talking about how the rot at our universities, recently best exemplified by the Claudine Gay plagiarism scandal, runs much deeper and why I believe it will be the catalyst for a sovereign debt crisis in the U.S.: Modern Monetary University Plagiarism Theory
Here’s what else is new on the blog:
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.
