Investment Strategy: Rally Continuation or Reversal of Fortunes? My perspective on 1H 2023 and Forecast into 2H 2023
Added 2023-07-05 21:13:20 +0000 UTCMembers,
Hope you had a great July 4th Holiday!
As we enter 2H 2023, I wanted to provide a recap of the first half of 2023 and provide initial expectations on themes I follow for the second half of the year.
The Strategy note is attached in PDF format below!
Best,
Larry
P.S - I can only check 1:1 messages sparingly & periodically throughout the week because I'm researching during weekends and market hours to provide you thoughtful commentary. Please give me ample, ample time to get back to any 1:1 messages. Thank you, and I appreciate you.
If you have a message to send me, please send me a msg on Instagram @LarryCheungCFA. I don't check Patreon messages as often as on Instagram.
