Question: In your opinion, is this the reason for the dramatic fall of stock prices recently and do you agree that we are in or will have a recession?
The market is has not done much since February. So far the market is predicting a slowdown.
Recessions or slowdowns have the same effect on the markets. In either case commodities, interest rates, and inflation decline. These trends drive the sectors outperforming the market.
More on http://www.peterdag.com/.
George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977
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