Comments
Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data, ability to repeat discredited memes, and lack of respect for scientific knowledge. Also, be sure to create straw men and argue against things I have neither said nor even implied. Any irrelevancies you can mention will also be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.
6 Responses to ?Economic Cycles and Investing?
Leave a Reply
You must be logged in to post a comment.
Source: http://www.ritholtz.com/blog/2011/12/economic-cycles-and-investing/
rosie o donnell st nicholas st nicholas mindy mccready mindy mccready cliff harris cliff harris
December 28th, 2011 at 2:42 pm
Now you need one for long (demographic) waves. As in, Generation A grows up during a crash, saves strongly, creates conditions for growth. Generation B thinks their parents are foolish Scrooges, spends, increasing growth but building up debt. Generation C sees grows up during debt-fueled growth, enjoys the good times, but then has to deal with the crash. Repeat.
December 28th, 2011 at 4:29 pm
A number of the cycle charts show ?rising inflation? as a characteristic of an economy slowing/ entering a recession. At the same time, the charts suggest stocks and commodity prices start falling. Is this contradiction apparent?
Why are prices increasing during a recession when (presumably) velocity slows? Outside of the 70?s stagflation or Volcker ?ringing out? inflation by inducing a recession (contractionary monetary) in the early 80?s, why would we associate a recession with increasing prices? Text Book. Inflation is expansionary. Right?
Gen C! woop!
December 28th, 2011 at 6:53 pm
nice qualitative charts. do they stand up to actual market data? if so, let?s see it.
December 29th, 2011 at 8:29 am
Beware of overly general charts ? such as the 2nd (red & green) one.
Finance during early recession and bear market? How did that work out for y?all in 2008?
December 29th, 2011 at 9:31 am
so when does the bond yields start rising when central bankers don?t want it to rise ??
December 29th, 2011 at 5:02 pm
I find this helpful. Investment professionals know this but it?s helpful to see visually. The problem that I see is identifying where you are currently in the cycle. I thought I knew but I am not so sure anymore?.