Forum Topics Business Cycles
edgescape
2 years ago

I found these useful to see where we are in the cycle.

2db52ebf9e2e47a96398abcdde3bcaf1687f1d.png

Also:

https://marketrealist.com/2016/04/business-cycle-investing-sectors-look/

Usually it helps why some stocks underperform according to where we are in the cycle.

For example:

ELD and COL are consumer staples so would be ok to hold during a contraction.

PME/CSL would still be "ok" because it is in healthcare. But you can argue also it is in technology so we really should wait till the multiples fall or catch up (which everyone is still waiting on).

Anyone still pay attention to these?


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Timocracy
2 years ago

Someone should host a domain with that loop and a little hamster GIF running on the spot to where we are on the cycle. Probably worth the $6/month.

7