You Didn’t Hold Your Breath Did You?

I'm hesitant to quote or otherwise amplify familiar bearish prognostications predicated on a set of micro and macro fundamental factors which've been routinely usurped and otherwise subjugated to flows, sentiment and multiple expansion in 2023. I go to great lengths to be generous when it comes to analysis that's well-meaning, plausible and trenchant, but I'd be totally remiss (and derelict in my editorial responsibilities) if I didn't highlight instances where such analysis misses the mark, in