7/9/12

The business cycle works

Forbes - Alcoa Earnings Drop 81% As Global Slowdown, Production Cuts Dull Profits

Those of you who follow my approach know that commodities decline when the economy slows down.

Commodities have been declining since early 2011. The price of Alcoa (AA) has been sinking since then.

Commodity sensitive asset clases tend to under perform the market during an economic slowdown.

Our "Watch List" gives our subscribers a sound investment slternative during a business downturn.

George Dagnino, PhD Editor,
The Peter Dag Portfolio.
Since 1977
2009 Market Timer of the Year by Timer Digest
Portfolio manager

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