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Not So Great Expectations for 2023

By: Altegris Research (Curators) on 1/13/23 2:00 PM

Weekly Round-Up

Weekly Round-Up: Issue 011323

Inflation

Inflation Comes Down Despite the Fed | Big Picture

Multi-strategy

Citadel, D.E. Shaw lead multi-strategy performance in 2022 | Alternative Fund Insight

Global Macro

Speed tops agenda for CTAs building on stellar 2022 | Alternative Fund Insight

CHINA

China Trauma Remains for US Funds | Bloomberg

Activism

Hedge Fund Elliott Said to Be Top 10 Investor in Utility PPL | Bloomberg

Private Valuations

Hedge Funds Gave Startups Billions. What Are They Worth? | Bloomberg

Global MACRO

Outlook for 2023: Keep It Simple | KKR

Stock Sectors

The U.S. Stock Market: Best and Worst Performing Sectors in 2022 | Visual Capitalist

Ostrich Technique

Why Does Private Equity Get to Play Make-Believe With Prices? | Institutional Investor

New Investing Era

The End of the Affair | JPM

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