Joseph Carlson's Top 10 Predictions for 2023

June 19, 2024

1) Investing will get more difficult, the easy money have been made.

2) Value strategies will outperform growth strategies.

3) US Inflation will dip below 3%. 

4) Tesla will continue to perform poorly.

5) Netflix will make over $2.5b in Free Cash Flow.

6) Texas Roadhouse will outpeform the market.

7) Amazon AWS will become the clear cloud leader.

8) Legacy media will cut streaming budget.

9) ChatGPT won't impact Google materially.

10) Microsoft will successfully buy Activision Blizzard

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