Apr

8

There are times when I don't want to be long stocks identifying them in the past is quite easy but in the future it's a different ballgame. What I have decided, right or wrong, is that I want to be fully invested and working the long side of the market.

Unless… we are entering a recession. Stock prices do miserably during a recession everything else I'm willing to hold through. Thus the very little long-term market timing I do is based on that idea; side step recessions. To that end I have done a lot of work on recession indicators none of them are negative at this time. Happy trails to all.

anonymous comments: 

Larry, I agree being flat during most of a recession, not short but flat. Short you are likely to wait too late to recognize the recovery. I would suggest that recessions are the best time to make quick entries in panic and exits on the long side quickly after a nice pop up day.


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