CrossingBridge 4Q22 Commentary

new

« Prev
1
Next »

davidsherman
Professional

Posts: 53

CrossingBridge 4Q22 Commentary Jan 20, 2023 17:27:26 GMT Chahta likes this

Quote

Post by davidsherman on Jan 20, 2023 17:27:26 GMT

CrossingBridge 4Q22 Commentary
blog.crossingbridgefunds.com/blog/q4-2022-commentary-que-sera-sera

Enjoy and should the Board desire a webinar, I am available. Just contact John Conner (jconner@crossingbridge.com) to arrange.

Deleted
Deleted Member

Posts: 0

CrossingBridge 4Q22 Commentary Jan 22, 2023 12:22:10 GMT Chahta likes this

Quote

Post by Deleted on Jan 22, 2023 12:22:10 GMT

davidsherman,

Thank you for posting. I agree that the economy and corporate America is not as gloomy as mainstream media seems to say. Also agree inflation is waning and the Fed will likely keep raising while employment remains strong - and in my opinion, this is the key risk our crystal balls can't foretell the outcome of. Sticking with high quality and good cash flow seems prudent on the equity side.