Have any of you noticed

    Posted by steve on 24th of Sep 2021 at 01:17 pm

    Have any of you noticed that several of the companies that have recently reported have missed numbers (SHW, MMM, DIS, FDX, NKE) always wise to take a look under the hood.  While Evergrande grabbed the headlines, this is something to monitor closely 

    I am also checking on

    Posted by kevindeng0727 on 24th of Sep 2021 at 01:24 pm

    I am also checking on the weekly ECRI leading index every Friday.   https://twitter.com/businesscycle/status/1441409548288471042?s=20

    Cyclical bear markets (>-15)% generally happen when the index is below 0 and especially below -5%, with the exception of big black swans like covid when this index will lag.

    Thanks a good chart with

    Posted by jj4376jc on 24th of Sep 2021 at 03:42 pm

    Thanks a good chart with good info, thanks. I'm not going to enter a weekend without some sort of hedge in place. It does feel like some of the wheels might be coming off, just hard to say when it will happen.

    Thanks Kevin - please post

    Posted by steve on 24th of Sep 2021 at 01:35 pm

    Thanks Kevin - please post updates weekly.  Much appreciated 

Newsletter

Subscribe to our email list for regular free market updates
as well as a chance to get coupons!