I found these two very well written and documented articles about what has happened in previous financial and economic conditions similar to the current one. They help to shed some light on what might happen next.
The first article explores the possibility of a recovery without credit expansion (click here to read it).
The second article by the same authors analyzes what happened during 122 recessions in 21 advanced countries. It looks at the duration and amplitude of the business cycle and equity market (click here to read it).
Enjoy!
To find out more about my in depth view of the markets and my strategy just visit our website https://www.peterdag.com/ where you can review The Peter Dag Portfolio. You can also call me at 1-800-833-2782 to discuss your specific money management needs. I will be happy to speak to your investment group on how the business cycle impacts investment strategies and the choice of asset classes. George Dagnino, PhD
Editor, since 1977
No comments:
Post a Comment