As we head into the end of 2022 we are reminded yet again of the sagacious wisdom of Louis Gave: Our investors pay us to ADAPT, NOT FORECAST. WALL STREET pundits have released a cacophony of 2023 predictions, and there’s always a race to ramp up all types of forecasts in an effort to make it to draw attention. The hills are alive with the echoes of Joseph Granville for the more outrageous the forecast the greater the chance for being elevated into the Pantheon of Oracles. If your off-the-chart predictions remain off the chart no one will ever remember, except SBF/FTX. The only certainty in 2023 is that the wisdom of MAO will be brought forward as IT TAKES A SINGLE SPARK TO START A PRAIRIE FIRE. There are several piles of dry tinder waiting to be lit. One of the most critical is the growing debt in the US that needs to be financed.