Charles Hugh Smith's Substack

Charles Hugh Smith's Substack

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Charles Hugh Smith's Substack
What If There Are No Analogs for 2024?

What If There Are No Analogs for 2024?

Maybe we'll get 1893, 1929, 1968 and 2008 analogs mixed into a heady cocktail of surprises.

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Charles Hugh Smith
Dec 27, 2023
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Charles Hugh Smith's Substack
Charles Hugh Smith's Substack
What If There Are No Analogs for 2024?
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One of the favorite parlor games of financial analysts and seers is to make predictions about what will happen in the coming year based on past analogs such as the presidential election cycle, bond yield inversions, the Federal Reserve cutting interest rates and so on.

Part of the parlor game is to dig up obscure metrics and parse the percentage of the t…

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