Independent Strategy

The year of reckoning

The big consensus new year forecasts are published: 61.3 pages each on average for the five that I have read. They amount to a lot of work by a lot of worthy people. They all say the same thing while claiming to be different. Markets will continue to rise. All the nasties are just “transitoriness”. This is all wrong. The consensus will be disrupted by all or some of the variables below. 2022 is the year of reckoning.

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