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In any Economics 101 classroom, they’ll tell you a standard business cycle in the US economy takes around four years to play out, from weakness to strength to weakness.
Right now, although hard data and even anecdotal evidence (based on my quick TheoChat room survey yesterday) are mixed, with strength and growth in some places and weakness in others, it’s becoming clear we’ve probably crested the hill and are moving toward the end of the cycle.
That has implications for, well, everything… but it has to inform how and where we’re investing for the long-term and trading over the short-term.
Yesterday in the TheoChat room, we talked about how copper, of all things, has a weird tendency to move higher even after we see weakness and contraction in the economy and equities soften up.
Tonight we’re going to talk some more about copper (not very exciting until you get to the money) and how it ties into the consumer staple and utilities stocks we need to be in right now.
I’ve got bullish and bearish plays in nine different stocks to check out, too. Let’s go…
