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I told people at the beginning of 2022, right after Dec'21 Fed Minutes were released that 2022 is going to suck. Now I'm telling you... I'm very bullish for 2023, and I outlined my thesis several times. Check the tweet under from September, which I still stand by.

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Samuel Mečiar 🕵️‍♂️ (@SamMeciar) on X
The Fed won't continue to hike throughout 2023. Signs of deflation are already there with commodity market speaking loud and clear and PPI moving lower for a few months now. CPI doesn't matter as it's heavily influenced by the way they collect data on housing/rents (old news)

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