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Jan 12 2023

#59 - “Dreams” And “Nightmares”

  • Jan 12, 2023
#59 - “Dreams” And “Nightmares”

We update our annual exercise reviewing how the industry “Dreams” and “Nightmares” of the previous year (2021 in this case) fared in the ensuing year (2022), and conclude with the new year’s industry composition of the Dream and Nightmare portfolios based on 2022 performance.


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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

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