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Jim Neumann: Brace for a rough landing, if not an outright crash, in 2023
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fnlondon.comJim Neumann is CIO of Sussex Partners
At the end of 2021, warning signs were flashing that a change was to come. It was not clear what the catalyst would be, or where the first cracks would begin to appear. It was simply apparent that the liquidity-fed valuation orgy was going to have a period of reckoning.
Warnings were issued to clients...
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