This is my last Bauman Daily of the year. As is customary on such occasions, herewith I present my predictions for 2022…
No, I’m not talking about Christmas … which is only three days away, according to my youngest son’s daily update. It’s the arrival of investment outlook guides. Whether it’s email or snail mail, I’m receiving several every day this week, each divining what 2022 has in store. I thoroughly enjoy these pieces, especially hearing how other predictions may conflict with my own forecasts for the year ahead. But something is missing. Before jumping into predictions, I wish there was more reflection on the year we’re about to complete. After all, you can learn a great deal reflecting on these experiences … whether it’s about yourself or your investment process .And as I look back on 2021, I keep arriving at one simple theme.
Consider the headwinds investors have faced in recent trading sessions…
It’s the worst possible version of my year-end prediction.
But you can still make a silk purse out of this sow’s ear….
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