expect a pullback

Wars are inflationary. so expect interest
rates to keep rising in 2024 (even tho they are negative
in real terms)

higher rates means lower share prices.
lets see how the central planners react to the war
and the goal is always to inflate asset prices but the problem
now is the inflation can not be hidden by cheap asian
labour anymore.

The rise of Asia means there is now a
wealthy middle class who are no longer willing to slave
away making cheap throw away goods for the regime.
buy more BBOZ....