Outlook 2023

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USA need more OIL
Worst 60/40 portfolio since 1980
Extended options negativity

Favours OIL
Wait for options negativity to break maximum negativity and look for shoots

This is the time to deploy capital — directly into the storm. Some of these companies are paying dividends north of 10%, and the money provided by these strong managers can be used to buy more stock through dividend reinvestment, building upside potential over the long term. 



 

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