Is the economy strengthening and is it entering into Phase 1 of the business cycle? This is what should happen if it does.
• The economy strengthens.
• Commodities rise.
• Yields rise and bond prices decline.
• Inflation rises.
• Stock prices rise in anticipation of a stronger economy.
• Strongest stock sectors: commodity sensitive and industrial sectors.
George Dagnino, PhD Editor,
The Peter Dag Portfolio.
2009 Market Timer of the Year by Timer Digest
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