Why US Stocks Will Lag The World In 2022
"Serene progress."
That amusing characterization of global equities' monumental post-pandemic rally comes from a 64-page, 2022 global strategy piece published Sunday by Morgan Stanley. ('Tis the season for year-ahead outlook tomes.)
The figure on the left (below) is certainly indicative of "progress." If you like policy jokes, you might call it "substantial further progress."
The figure on the right (above) shows the pace of inflows to gl
How accurate has “Wilson” been on prior predictions, over the past 3-5 yrs?
Wilson actually had a pretty good record recently.