‘Tis the season - for market outlooks for the new year! While I am not a believer in the usefulness of market earnings and price forecasts, I do believe it is important to have a decent framework from which to evaluate the things that might come up. As a result, this issue will focus more than usual on some key themes I expect will drive the investment landscape in 2023. If you ever want to follow up on anything just let me know at
Observations by David Robertson, 12/9/22
Observations by David Robertson, 12/9/22
Observations by David Robertson, 12/9/22
‘Tis the season - for market outlooks for the new year! While I am not a believer in the usefulness of market earnings and price forecasts, I do believe it is important to have a decent framework from which to evaluate the things that might come up. As a result, this issue will focus more than usual on some key themes I expect will drive the investment landscape in 2023. If you ever want to follow up on anything just let me know at