2023 Recap

Last year I wrote an end-of-year recap and this year I planned to do it again.

I’m not sure why I write them aside from that a few of you who read it seem to like them and I guess it’s a way to clear some thoughts.

The big driver last year was looking at Howard Marks Sea Change - reading his insights helped me to get a 30,000-foot view of the markets and I’m still using that this year.

Below is the year in review.