Monday Macro: the rear view mirror, what worked in 2023...and what didn't

A spin through the key takeaways from bullish markets in 2023. Plus a crib sheet for key political (and economic) events in 2024. My big message - stay diversified & avoid too much concentration risk

Programming note. Next week (w/c 22nd), there will only be a Monday Macro as I‘m on a business trip for a few days. Also, I will increase rates for NEW subscribers (not existing subscribers) from February 1st to £60 annually and £6 a month. If you want to beat the increase, subscribe now!

Back to normal service today, but I thought I might start with an …