What do these well-known investors expect in 2023?

 

 

What do these well-known investors expect in 2023?

Ray Dalio
Bill Ackman
Michael Burry
Cathie Wood
Dan Loeb
Carl Icahn
John W. Rogers Jr.
John Paulson
Bill Miller
Warren Buffett

Here’s more on their views… pic.twitter.com/31127LEEm2

— Jon Erlichman (@JonErlichman) January 8, 2023

Bill Ackman made a huge profit by hedging against interest rate hikes.

He’s skeptical inflation will return to the Fed’s target anytime soon.

But he thinks the appetite for stocks may return later this year if inflation eases enough to justify a new course for interest rates. pic.twitter.com/82BjWi88ee

— Jon Erlichman (@JonErlichman) January 8, 2023

Cathie Wood remains bullish on growth stocks…

…adding to holdings like Telsa, Coinbase and Zoom.

“If you look at the fundamentals of our companies, the growth rates are still far superior to that in the general economy,” Wood told me in an interview.pic.twitter.com/fZKOE0b3CI

— Jon Erlichman (@JonErlichman) January 8, 2023

Carl Icahn made headlines, saying…

“The worst is yet to come,” at an investor conference in the fall.

“We printed up too much money, and just thought the party would never end. And the party’s over.”

Icahn sees the bear market continuing and says the U.S. is in a recession. pic.twitter.com/gNopOHSSdX

— Jon Erlichman (@JonErlichman) January 8, 2023

There’s housing market uncertainty.

But John Paulson does not expect a collapse like what we saw in 2008.

He does, however, think that gold will eventually shine…

…when faith in the Fed’s ability to control prices erodes, pushing up long-term inflation expectations. pic.twitter.com/9dvcGAt5Ax

— Jon Erlichman (@JonErlichman) January 8, 2023

 

Warren Buffett doesn’t make short term predictions.

“We have never timed anything,” he noted last year.

But he tends to embrace periods of uncertainty.

He wrote in 2008 “bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marked down price.” pic.twitter.com/TOAWSzTP37

— Jon Erlichman (@JonErlichman) January 8, 2023