I just reviewed the economic data released in the past two weeks. My conclusions?
The economic slowdown continues and seems to intensify. This is the bad news.
The good news is that an economic slowdown has a definite negative impact on some asset classes and a positive one on others. You can always make money in any economic environment if you follow the business cycle (see my book Profiting in Bull or Bear Markets).
Industrial commodities, for instance, will face some strong headwinds. Treasury bonds, on the other hand, should perform well in this environment.
More, much more when you subscribe to The Peter Dag Portfolio on https://www.peterdag.com/.
George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977
No comments:
Post a Comment