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Three Stories For 2023’s Everything Rally
There are three stories driving the market in 2023 and those stories are "distinctly different."
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Lol love the (AI?) cover art for this one, going as my new desktop background.
I agree with Hansson on the AI, it is impressive.
How does this work?
Does one essentially input: show me a cartoon bull sitting on a sky piercing stack of books, reading a book, pausing to ponder what it just read? Or does one manually select from pre existing parameters? Surely this art is a relatively substantial extension of the operators experience on any given subject with the degree of fine tuning provided via the operators basic understanding of composition etc…
May i also ask who the vendor is?
I answered my own questions, and the vendor is not important. I was out of the loop here on this topic.
Seems odd that the MS house view of no recession coexists with Wilson’s EPS expectation (was it dn 20%, I forget). Seems an odd juxtaposition. Yet, with experience working in pods of multiple investment banks, I realize that this is quite possible.