Goldman Trader: How To Navigate The Final Days Of 2023

By Tony Pasquariello, Goldman head of hedge fund coverage

This note breaks down into two parts. The first is a look back at how the market narrative has evolved from the outset of 2023.  The second is a check-down on how to navigate the final trading days of 2023.

If there’s a collective moral to the story, it’s that the US economy has been remarkably resilient -- and, I’d argue, US equities are still the best game in town. As always, I’m a taker of wisdom, feedback and good ideas.