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Morning Brief* – April 15, 2014

Morning Market Brief. Macro economy in terms of business cycle model- 4/15- A bias toward positive news over negative news now into May. Possible complications May to June, but overall, 2014 should be a net growth year with potential to be at faster pace than during 2013. The 9yr business cycle offers net growth next […]

Morning Brief* – April 8, 2014

Morning Market Brief. Macro economy in terms of business cycle model- 4/8- A bias toward positive news over negative news now into May. Possible complications May to June, but overall, 2014 should be a net growth year with potential to be at faster pace than during 2013. The 9yr business cycle offers net growth next […]

Morning Brief* – April 7, 2014

Morning Market Brief. Macro economy in terms of business cycle model- 4/4- A bias toward positive news over negative news now into May. Possible complications May to June, but overall, 2014 should be a net growth year with potential to be at faster pace than during 2013. The 9yr business cycle offers net growth next […]

Morning Brief* – April 4, 2014

Morning Market Brief. Macro economy in terms of business cycle model- 4/4- A bias toward positive news over negative news now into May. Possible complications May to June, but overall, 2014 should be a net growth year with potential to be at faster pace than during 2013. The 9yr business cycle offers net growth next […]

Morning Brief* – March 28, 2014

Morning Market Brief. Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model […]

Morning Brief* – March 27, 2014

Morning Market Brief. Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model […]

Morning Brief* – March 26, 2014

Morning Market Brief. Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model […]

Morning Brief* – March 25, 2014

Commodities –(mostly based on DJUBS index)–3/24- L1 down trend as expected from week of 3/3 to current. Due to bottom now to week of 4/14. A correction within a long term bull market. Stocks – L3 trend(next 5 days)–3/25- Seeking L4 intra week top today, and so allow for turnaround Tuesday trade pattern relative Monday’s […]

Morning Brief* – March 24, 2014

Commodities –(mostly based on DJUBS index)–3/24- L1 down trend as expected from week of 3/3 to current. Due to bottom now to week of 4/14. A correction within a long term bull market. Stocks – L3 trend(next 5 days)–3/24- Overnight trade did not seem to care about China PMI dropping to 48.1 versus previous 48.5. […]

Morning Brief* – March 21, 2014

Posson Report

Macro economy in terms of business cycle model- 3/13- Concerned the non manufacturing index (ISM) is in a 3yr bear cycle trend that should end this year, but what month. While the 3yr cycle for the PMI is likely up. Suggests long term bullish business cycle forecast for 2014 still best model script but does […]