December 2023 Newsletter | 'A November To Remember'

Summary

• November is one of the best months in the last decade, driven by the cooling economy and the market's preference for bad news.

• Higher interest rates lead to lower valuations in the market, impacting future cash flows from equities.

• The market is currently dominated by a handful of stocks, known as the "Mag7," which are seen as a safe haven for inve…