Sector Rotation for Recession - Lessons from the Business Cycle :: The Market Oracle :: Financial Markets Forecasting & Analysis Free Website:
Stock-Markets / Sector Analysis
Feb 06, 2008 - 12:40 AM
By: Donald_W_Dony
In their never ending pursuit to uncover the next undervalued company, portfolio managers and investors often forget how equities, as a whole, fit into the stock market and business cycles. Though it is important to focus on the individual issues, it is never wise to forget about the surrounding environment and its positive or negative influences.
The basic pattern of the business or economic cycle has four steps. These steps, though never exactly unfold the same during each cycle, the basic structure remains firm and should be remembered.
Stock-Markets / Sector Analysis
Feb 06, 2008 - 12:40 AM
By: Donald_W_Dony
In their never ending pursuit to uncover the next undervalued company, portfolio managers and investors often forget how equities, as a whole, fit into the stock market and business cycles. Though it is important to focus on the individual issues, it is never wise to forget about the surrounding environment and its positive or negative influences.
The basic pattern of the business or economic cycle has four steps. These steps, though never exactly unfold the same during each cycle, the basic structure remains firm and should be remembered.
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