Insights on markets, emergent trends, history, innovation, risk management, global economics, strategy, policy, and other topics that catch our attention. Inspired by ongoing research, conversations and events. Written and edited by Osbon Capital Management and published every Thursday morning.
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2024 will bring more positive novel surprises. New years always do. In 2023, it was the dramatic acceleration in AI, which touches nearly every industry, and the early stages of an answer to the obesity epidemic with GLP-1s. Here is a list of what’s on our minds going into 2024.
The rarity of an “average” year
Barring any big market swings in the last few days of 2010, the year’s performance will be pretty average. The S&P 500 is up about 9 percent for the year, very close to the index’s annualized total return of 8.8 percent for the period 1988 to 2009.
