4/14/15

Is the economy in deep trouble?

 
 
There is a big problem out there. You hear about Europe improving. The US economy strengthening again. But wait a minute. Do not jump to conclusions so fast.
 
Why is lumber tumbling (click on the chart to enlarge it)? If the economy was so strong, how come lumber - a great leading indicator of the economy and the housing sector - is sinking?
 
I do not think it is the weather. It must be something else. It could very well be tightening credit (see previous posts).
 
Time will tell, of course. And thank you for visiting my blog.
 
More details in The Peter Dag Portfolio on www.peterdag.com

George Dagnino, PhD
Editor,
The Peter Dag Portfolio
Since 1977
Author, Profiting in Bull and Bear Markets
No. 1 bond timer in the past 12 months. 

Disclaimer. The content on this site is provided as general information only and should not be taken as investment advice nor is it a recommendation to buy or sell any financial instrument. Actions you undertake as a consequence of any analysis, opinion or advertisement on this site are your sole responsibility.

STRATEGIC INVESTING FOR UNCERTAIN TIMES.
Learn how to manage your portfolio risk and sleep comfortably. Improve the certainty of returns by taking advantage of business cycle trends. Learn to use simple hedging strategies to minimize the volatility of your portfolio and protect it from downside losses.

Keep updated on crucial economic and financial trends including exclusive model portfolios by subscribing to The Peter Dag Portfolio. Just visit www.peterdag.com.
 
 
 

No comments: