Investment Cycles: A Look At Real Assets


This article focuses on long-term investment cycles, and specifically the shortages in energy and infrastructure that have become prevalent this year in part due to years of prior underinvestment, which have been further exacerbated by both war and drought.

Analyzing Investment Cycles

Each business cycle has a general “investment theme” about it.

To quantify that from a high level, this chart shows the performance ratio of value stocks vs growth stocks, with the gray bars representing recessions. When the line is going up, it means value stocks are outperforming, and when the line is going down, it means growth

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There are continue to way too lots of people quitting their jobs for the Fed’s liking: Morning Brief

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Wednesday, August 31, 2022

Present day publication is by Myles Udland, senior markets editor at Yahoo Finance. Follow him on Twitter @MylesUdland and on LinkedIn.

Again in 2013, present Treasury Secretary Janet Yellen, then Vice Chair on the Federal Reserve’s Board of Governors, flagged a reasonably new and still-forgotten task marketplace indicator: quits.

Speaking prior to the NABE conference in Washington, D.C., Yellen claimed (emphasis ours):

In addition, I

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Hong Kong’s ‘yellow’ firms see persecution in COVID crackdown | Company and Economy

Hong Kong, China – In Hong Kong’s bustling district of Mong Kok, patrons flowed in and out of bars and places to eat in excess of a occupied summer time weekend just lately.

But at Shinko, a common Japanese izakaya restaurant, there was not a client in sight.

The cafe had been forced to halt nighttime solutions for 14 days, immediately after a purchaser failed to generate a legitimate vaccination history during a police raid in mid-July.

Even though other dining establishments have acquired related penalties beneath Hong Kong’s pandemic procedures, which incorporate restrictive measures long given that been abandoned

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