Thursday 28 June 2018

SP500 Kitchin Cycle

The rise of the SP500 has slowed. Is this year different: tariffs, trade, Powell, debt, USD talk is rocking the world of equities.
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The SP500 Kitchin Cycle.

Sp500 cycle



Other data suggest a market peak is near (the last data point was 2016).

Corporate debt to GDP



Now some fear porn. Tech stocks are at crazy prices vs gold stocks.





Charles Nenner reminder






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