Ex-Ante 2024 - Muddle Through
The Quotedian - Vol VII, Issue 2 | Powered by NPB Neue Privat Bank AG
“It is better to be roughly right than be precisely wrong”
— John Maynard Keynes
First of all, a big fat apology, as this Quotedian should have been released much earlier in the week.
A second apology, as this issue of your favourite investment newsletter at first glance will seem much, much shorter than the usual typical length. But, only on the surface!
Let me explain …
Want to have a deep dive into the depths of macro investing? Or just care about the executive summary and applicable asset allocation and investment ideas?
Guess what… We have both!
Contact us at ahuwiler@npb-bank.ch
The NPB investment committee, spearheaded by yours truly, has had hours on end discussions about the state-of-the-market, all based on meaningful analysis and of course, also a lot of crystal ball consulting.
The result, IMHO, is a very readable and enjoyable NPB Q1/2024 Chartbook, of nearly 100-pages.
You can read it by clicking right on the GIF below:
Or, do you just care about the conclusion of that in-depth analysis? Click below for the 8-pager summary:
As always, I beg kindly ask you to press the like button towards the end of this mail/page (only if you DO like of course) and leave your comment in the comments section:
This deep-dive has torn quite strongly at my analytical energy and also has left a lot of day-to-day business unattended, which I need to take care of now.
Hence, I am sure you can forgive me with leaving you with our Q1/2024 Compendium and with the promise, to be back in our more tactical format early next week.
If you are looking forward to reading the next issue only at a fraction I am looking forward to writing it, then I am immensely happy.
And, hey, stay tuned….
André
P.S. And, another hey, make also sure to connect with me on LinkedIn
as I will be posting regular “Charts of the Day” on that social media, starting either tomorrow Friday, latest Monday 22nd.
Everything in this document is for educational purposes only (FEPO)
Nothing in this document should be considered investment advice
The views expressed in this document may differ from the views published by Neue Private Bank AG
Past performance is hopefully no indication of future performance