November 2023 surpassed all expectations in the stock and bond markets. Those investors who participated hit the bullseye. The month started off with a cooling CPI and PPI along with GDP jumping and the Fed’s hawkish stance softening. This was the exact recipe for lower interest rates, a weakening dollar, and risk-on assets beginning to recover and rally, producing a month of stock market returns that was one for the record books. The S&P 500
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