2020 2ND Quarter Economic Update
There is much debate on will we have a V-shaped recovery or other alphabet type recovery. This report challenges the V-shaped recovery thesis.
(Economic Update #011, 6/19/2020 11:21 AM EDT)
Preparing for the Next Bull Market Cycle Part I
This market is different, where the major indexes have not gone through the basing phase, but many stocks and sectors have.
(Monthly Market Update #016, 7/22/2020 12:42 PM EDT)
New Recommendation
It is difficult to invest in late cycles as we are in now. While we are in the mature phase of the economic cycle, below are the type of stocks we want to be considering.
(Recommendation #001, 9/7/2018 1:20 PM EDT)
June 2019 Special Report China Trade War and U.S. Interest Rates
The two main issues the economy and markets are obsessed with are – 1. The outcome of the trade war with China 2. Will the Fed lower rates? I look at both issues in this Special Report.
(Special Report #043, 7/2/2019 11:51 AM EDT)
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