2024 Outlook (announcement)

Happy New Year everyone!! A special long form 2024 outlook is on its way!

Hello everyone and Happy New Year! I apologize for being a bit quiet lately. The low volume days of the holidays haven’t presented any particularly interesting opportunities.

With that said, I am going to cover what I think are the most interesting thematics for 2024 which are likely to generate positive market trends. I have a long list which I’m excited to discuss!

I will also outline the risks to my thesis and thematics and broadly the geopolitical risks that may also threaten my views. There are some “special risks” in 2024 that we’ve never seen before that I will address as well. Of note, these “special risks” also bring very unique opportunities if navigated correctly.

You can expect to see my 2024 outlook released here in the next few days. I will be making a video shortly on the similar topics but the details and ways to execute on those themes will be found here on Substack.

There’s a lot to cover and a 10 minute video won’t do it justice so this is a much better medium!

So again, Happy New Year! I think we have a phenomenal opportunity ahead for investors with a medium to long term view. I’m very excited about the coming year and excited to share how I believe we can navigate this.