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Morning Brief* – January 16, 2014

Macro economy in terms of business cycle model- The economy bottomed in 1930s for a 216yr business cycle and bottomed as most important correction by 2009 and relative a 72yr cycle. The trend is up until no later than 2042. As a ratchet process the economy will fluctuate relative 9yr and 3yr business cycles. The […]

Morning Brief* – January 15, 2014

Macro economy in terms of business cycle model- The economy bottomed in 1930s for a 216yr business cycle and bottomed as most important correction by 2009 and relative a 72yr cycle. The trend is up until no later than 2042. As a ratchet process the economy will fluctuate relative 9yr and 3yr business cycles. The […]

Morning Brief* – January 14, 2014

Macro economy in terms of business cycle model- The economy bottomed in 1930s for a 216yr business cycle and bottomed as most important correction by 2009 and relative a 72yr cycle. The trend is up until no later than 2042. As a ratchet process the economy will fluctuate relative 9yr and 3yr business cycles. The […]

Morning Brief* – January 13, 2014

Macro economy in terms of business cycle model- 1/13- Dec low jobs report was noise. Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers faster paced growth for 2014. News- FED […]

Morning Brief* – January 10, 2014

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers faster paced growth for 2014. News- Only 78,000 additional jobs for December but larger […]

Morning Brief* – January 9, 2014

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers faster paced growth for 2014. News- Jobs. Weather. ECB/UK left rates unchanged. China concerns. […]

Morning Brief* – January 8, 2014

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers faster paced growth for 2014. News- ADP +238,000 jobs. Explanation- L4 trends last ½ […]

Morning Brief* – January 7, 2014

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers faster paced growth for 2014. News- Explanation- L4 trends last ½ to 2 days. […]

Morning Brief* – January 6, 2014

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers faster paced growth for 2014. News- Weather problems India/China, Europe? US west corn belt […]

Morning Brief* – January 3, 2014

Macro economy in terms of business cycle model- Taper and budget deal remove some of the headwinds. Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers growth for 2014. Seasonal consumer […]