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Considerations for 2023

By: Altegris Research (Curators) on 12/16/22 2:00 PM

Weekly Round-Up
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Weekly Round-Up: Issue 121622

 
FIXED INCOME

Don't Fight the Fed | Macro Compass

 

 
Open AI VC

OpenAI is also a startup investor—here’s its investment thesis | Emerging Tech Brew

 

 
40/30/30 Alts 

Regime Change: The Benefits of Private Credit in the ‘Traditional’ Portfolio | KKR

 

 
2021 Public Pension Allocations

U.S. Public Plan Asset Allocation Report | eVestment 

 

 
Greenback Safe Haven

Visualizing Currencies’ Decline Against the U.S. Dollar | Visual Capitalist  

 

 
Opportunities Abound

DoubleLine Structured Products Outlook 2023 | DoubleLine 

 

 

TTF Natural Gas 

ICE warns of risk to TTF gas market viability if price cap imposed: report | S&P Global 

 

 

Mind the Look-Back Period

Out with the Old, In with the New: Basing Effects and Reported Inflation | CAIA 

 

 
CTA Outperformance

Quants Are Headed for Best Year in Decades as Fed Stokes Volatility | WSJ  

 

 
FEDERAL, NOT STATE

CFP Board Opposes State-Level Protection for ‘Financial Planner’ Title | Barron's 

 

 

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