3D Impact | Quarterly Review Q4 2022
Thank goodness we’ve made it through all of the market’s gloom and doom…or have we?! Stock markets discount the future, and with so much uncertainty, no wonder markets have been volatile. But is that set to end? As uncertainty peaks, investors look for predictability. Maybe there are some clues from how the most predictable companies’, Consumer Staples, stocks trade. History suggests outperformance periods are limited; perhaps expectations reset fast? Plus, fun historical anecdote study from past Bear/Bull inflections. Apparently, someone has to go to jail before the Bull market returns. Expectations reset.