July 27: The state of the economy is that it appears that only the end of inflation, Fed tightening, or the war in Ukraine will kick things into a positive direction. As it is, the leading economic indicators (LEI) have fallen for four months in a row while the coincident and lagging indicators still remain… Continue reading July Stock and Fund Picks
Tag: Recession indicators
February Stock and Fund Picks
All business cycle monitoring sites from Seeking Alpha indicate an ongoing expansion that is simply slowing down due to a lack of private sector investment, industrial production, and anti-supply-side protectionist trade policies. Instead of cyclical indicators only, I prefer to also look at the misery index as an indicator of a potential recession. The misery… Continue reading February Stock and Fund Picks