Inflation angst is on rise ahead of Tues CPI, and we expect "soft" vs Street. But key is YTD gains >5% signal >71% chance 2023 gains >20%. Overweight FAANG and Tech, even into possible softish Feb gains.

Yesterday was Super Bowl Sunday and last year, the NFL estimated 208 million viewers, or about 2/3 of the United States tuned in. For any sports fan, as we all know, sabermetrics and statistics matter in sports. In fact, many argue that building better teams comes down to better metric measurements (less reliance on stars).

In the same way, investors need to decide what game equity markets are playing in 2023.

  • Is "bull" or "bear" in play for 2023?

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