Your predictions for 2023

• A property boom when the Central Banks are revealed as having massively overcooked it and have to rapidly backpedal on rates.
  
• Uranium stocks up as people and markets move from "Uranium !? nah" to "Uranium … hmmm" (uranium gets a lot of mentions in your predictions).
  
• Cybersecurity stocks spike on record revenues. When Facebook, a Bank, or the NYSE is hacked Medibank will look like a Tea Party.

• Global recession. Don't pretend otherwise. Accept and exploit.
• Bad news will become good news - Inflation and a strong labor market will become good news as evidence of soft not hard landing.
• There will be a decade long boom in fossil fuels once over the recession hump. This year was just the beginning.
  
• Nuclear power - it has the highest ROI of any power option and the over "reaction" to nuclear related accidents is out of all proportion to the slow "burn" impact of global mining pollution.
  

• Buy the Bottom – whenever that comes - to find out read the Marcus Today Strategy section every day. (Thank you John)
  
• Don't Worry – they'll manage a Soft Landing.
• It's the "Lull before the Bull Market".
• Cash is king (finally), anything underperforming – sell it and earn some interest!
• Central banks are behind the curve as always.
• Policy will overshoot again (already has), they are risking deflation & recession.
• The next bottom will flag the last hurrah for the stock market before we see a major decline.
• The market PE is the lowest in a decade. We're going to bottom sometime in 2023.

• Inflation drops rapidly back to 4% by end 2023.
• The recession is going to be nowhere near as bad as some suggest.
• China moves on Taiwan.
• China won't get any worse. Buy iron ore stocks at the bottom.
• There is a big easing cycle coming – very bullish.
• Inflation will collapse.
• Rates are too high.
• Avoid Crypto (again) even if it goes up. It's not about price, it's about volatility. It should not be on the radar of an "investor". It's not an investment it's a gamble.
  
• The time to buy Residential Property is coming.
• WFH (Work From Home) – there’s no going back. Resist at your peril. Sell Offices. Buy Lifestyle. Employees are so 2000. Employ contractors.
  
• Travel will never recover.
• Shopping Centres are survival plays not recovery plays.
• EVs are coming slowly not quickly.

• Uranium will have its day – See the final scene of Three Days of the Condor - Higgins says it all.
• Uranium goes up.
• Lithium, lithium, lithium.

• Vanadium – new tech process such as RVT.
• Long Lithium and Graphite.
• Graphite, Nickel & uranium.
• Gold -the US dollar is coming off.
• Uranium ETFs – ATOM in Australia – LIT, BATT, ICLN, QCLN, ARKQ in the US.
• The biggest US stocks next year will be the old names not the Tech names.
• Copper and Nickel Boom. EVs dictate.
• US dollar down, commodities up.
• China can't get any worse. Buy iron ore stocks at the bottom.
• Buy Hot stocks whenever they come on sale (Lithium, Copper, Tech).

I have also been collecting your 2023 STOCK TIPS. There are a lot of them already. They are going to be made progressively available on Livewire and on the Marcus Today website over the break. Let me know yours in the comments below and I will include them if I am not overwhelmed.

Marcus Padley and Henry Jennings are the authors of the Marcus Today Stock Market Newsletter established in 1998. For a free trial of the Marcus Today newsletter, click here.