“The Future has many names. For the weak it is unattainable. For the fearful…”
The Perry Capital Portfolio remains unchanged (75% cash.) The discipline to maintain a cash position
throughout the year was not easy but proved fortuitous. Those who correctly expected a hawkish Fed beat the market in 2022. Those who did not, underperformed. It will be more complicated in 2023.
“The Future has many names. For the weak it is unattainable. For the fearful…” Read More »