Optimism & Caution Wrap Up 2024

Anything could have happened in 2024. The uncertainties were immense:

  • Outcome of the US Presidential election
  • Trajectory of US interest rates and inflation
  • At least two active wars with an element of US involvement
  • Trajectory of US stocks in this environment
  • The US Fed’s interest rate policy (did I say interest rates twice?)
  • Numerous other personal and world economic and social events.

The results – to date – in several of these categories have been positive or on-the-way-to-becoming-positive.

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