What Worked In The First Half (Almost Everything)

2023 is halfway over. Time flies, unfortunately. Just yesterday I was a day younger. It was an eventful first half. There was a minor banking crisis in the US, which paradoxically helped set the stage for lower volatility and what, within two months, was a new bull market predicated on the promise of generative A.I. Oh, and there was a mutiny in Russia, where a caterer-turned warlord led his private mercenary army up a highway towards Moscow before getting cold feet with less than 200 miles to