Everyone is anticipating a recession. It’s kind of like a general sense of foreboding, where everyone is watching a tree get chopped down. It will fall - eventually. It will land - somehow. But there are a lot of questions to answer in the meantime. We are entering earnings season and the general idea floated by a lot of companies is that some sort of mild recession is coming - but no one really knows what that means. All the Davos people are on their little stage chatting about how the world is going to end - 2/3rds of economists expect a worldwide recession in 2023 but no one knows when or where or how. The ... (full story)