The biggest risk to the cyclical recovery

Evidence is piling up that the economy is undergoing a cyclical recovery after a soft patch. The technical picture confirms the cyclical rebound narrative. The market relative performance of cyclical sectors and industries are all turning up. Semiconductors are now the market leaders, though they look a little extended short-term.

The full post can be found here.




Announcing our Thanksgiving $2 Sale!
We are proud of our Trend Asset Allocation Model, which showed a steady record of improving performance and reducing risk against a passive 60/40 benchmark in a simulation using actual signals.

We are announcing our Thanksgiving Sale $2 sale, where you can get 14 months for the price of a 12 month annual subscription, plus $2 off! Just use the coupon code Thanksgiving2019 when you sign up for an annual subscription (two month adjustment will be made within 24 hours after checkout). This offer expires at midnight, Pacific Time, on US Thanksgiving weekend (December 1, 2019). Subscribe here.

Existing subscribers who would like to extend their subscription for 14 months at the price of 12 at their current subscription price, please drop me a note by email.