At this time of year, most people take stock of the year just gone and look forward to the year to come. For traders and active investors, that isn’t just a matter of P & L. It is also a time to look at what you got right and, more importantly in many ways, what you got wrong. With that in mind, I looked back to what I wrote at the end of 2023 about what to expect in 2024. Not to brag, but my overall big picture predictions panned out pretty well. I said in that piece that going into 2024, the market’s focus was on tight supply,…
