My approach to investing is based on the economic cycle (see below). Our economy goes through different stages of the economic cycle, where different types of investments will do better or worse.

public investment growth peaks much later during the electoral cycle (see Chart 3, right panel), and the deceleration of public investment is smaller. This could be explained by three interrelated ...

Investing strategies often evolve with market cycles, and one approach gaining traction is business cycle investing. This ...

Stocks remain the best investment for now ... from its decline after the commodity shock of 2022. The chart below shows the earnings cycle in purple, as well as a variety of profitability metrics ...

The chart divides time into prosperity, good times, and hard times, suggesting the current bull market aligns with a broader prosperity cycle. On top of this, regulatory clarity, Bitcoin ETFs ...