[Republished] 2022 Year-in-Review

Random Walk looks back to look forward . . . it turns out RW said some pretty smart things and some pretty stupid things, but also some pretty smart things.

Another trip to the way-back machine. This post originally aired on December 30, 2022.

Not gonna lie, but I think my grades were too harsh . . . those calls held up pretty good. I failed myself (or TBDs) on things that turned out to be correct, e.g. soft-landing, eurozone-recession, and e-commerce. I’m woefully under-followed.