Dogs of the Dow beat mkt in 2022. Since 2001, Dogs have
outperformed Dow Jones in 13 of 22yrs, but still
underperformed overall b/c both 2019 & 2020 have been
disastrous Dogs yrs. Whether 2023 will be yr of dogs depends
on when growth
stocks make comeback |
00:01 -
04/01/23 |
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Stocks
in 2021 vs 2022 |
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European bonds rose sharply, a sign traders are taking
advantage of a recent selloff to lock in the highest yields
in more than a decade before inflation starts to cool |
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Mohamed A. El-Erian:
While analysts are unusually caution about the prospects for
stocks,
there’s more enthusiasm for bonds after their horrid 2022
performance due to the view that central banks are mostly
done hiking. A more differentiated view of bonds is
warranted as credit risk is far from done. |
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Brazil’s central bank will be even slower to cut its
benchmark from the current 13.75% level, according to a
survey of economists who see inflation expectations
deteriorating further through the first few years of Lula’s
administration |
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