January 3, 2024 (NO COMMENTS)

Welcome to 2024, a year that one buy-sider rates as the most dangerous for half a century.

There’s much to worry about. Wars are raging. Nations in the developed world have accumulated masses of debt. The bond vigilantes are back. And inflation might still prove sticky – it almost always has in the past.

Meanwhile, the ‘Magnificent Seven’ US tech stocks are riding high, but investors worry that this cannot last. The hype over artificial intelligence is intense, and the market is priced for