The Importance of Growth Cycles
The growth cycles are the most important fundamental factor impacting asset price performance over 6-18 month time periods.
This video outlines how to track the growth cycles, the difference in asset class performance during a cyclical upturn and a cyclical downturn, and covers the factors I use to spot inflection points.
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Disclaimer: EPB Macro Research is published as an information service. It includes opinions as to buying, selling, and holding various stocks and other securities. However, the publishers of EPB Macro Research are not brokers or acting as investment advisers and do not provide investment advice or recommendations directed to any particular subscriber or in view of the particular circumstances of any particular person. All data is supplied by sources is believed to be reliable, and the calculations herein are made using such data, and that such calculations are not guaranteed by these sources, the information providers, or any other person or entity, and may not be complete.
EPB Macro Research does not guarantee that you will out-perform the stock market. The information provided by EPB Macro Research is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. At various times, the publishers and employees of EPB Macro Research may own, buy or sell the securities discussed for purposes of investment or trading. EPB Macro Research and its publishers, owners, and agents are not liable for any losses or damages, monetary or otherwise, that result from the content of EPB Macro Research. Past results are not necessarily indicative of future performance.
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