GDP Revised Higher , Commodities Revised Higher

Hello All,

Markets continue their grind up with the Nasdaq making new all time highs today with Spooz now not too far behind.

The Year Ahead is finally out. It is a long extensive read covering themes / ideas / outlook into 2024.

Link to The Year Ahead can be found here.

Since starting this substack back in June, we have had great success sharing equity id…