By guest contributor Bob Bronson
May 24, 2010
This report is in response to requests for our various capital market Supercycle forecasts and associated investment recommendations in light of recent market action, which has further confirmed all them, including the currently all-important, incipient aftershock double double-dip in the U.S. business cycle.
See the first chart below of the Conference Board’s Coincident Economic Indicators Index as we uniquely adjust for population growth, which peaked in January, the four components of which the National Bureau of Economic Research primarily relies upon to date, with the increased certainty of hindsight, U.S. business cycle expansions and contractions. (We’ve explained previously where our more in-depth business work disagrees with their “official” declarations.) More…