Carter Thomas Profile picture
Reality is largely negotiable
J Walters Profile picture 2 subscribed
Dec 28, 2022 5 tweets 1 min read
2023 predictions:

1) increased interest in macro becomes ++interest in options/futures trading and data

2) S&P ends up in the green EOY, rates stay high, real returns negative. Not bad enough to say "ugh I got rekt" bc portfolio may actually look higher in nominal $$ 3) some enormous zero-to-one breakthrough in genetic modification tech. Crisper style editing. Won't get much attention but begins decade long biotech frenzy

4) Ongoing confusion of private market health bc still "so much capital flowing into deals" esp in crypto