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Charts & Chat - November 14, 2023


This week, CEO Eric Boyce, CFA discusses: 1. GDP forecasts have evolved from this summer - more optimism on 2025 and 2026 2. credit card, auto delinquency rising. 3. savings contracting, but spending continues 4. homes prices contracting, gasoline prices off in time for holiday shopping season 5. portfolio perspective - probability of success high and improves the longer the horizon 6. the tech high flyer stocks - gains this year, but got hammered last year 7. bank stocks, emerging markets - very low/attractive relative valuation, but too early for catalyst

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