The fastest hiking cycle in 50 years is coming to an end. Why history suggests stocks will rise in 2023. Where I’m placing my bets for the highest returns.
What a lot of investors are waiting for, I believe, is a sign that business travel has fully bounced back. Leisure travel has safely returned to 2019 levels, whereas business travel continues to trail.
Long-time fans will notice a new inclusion to this year’s table: lithium — an increasingly important and sought-after material used in the production of batteries — topped the list of best performing commodities for the second year in a row. Lithium may not be a household-name metal like gold and copper, but that’s changing fast.