On March 20th we published Has This Cycle Reached Its Tail? With the help of a badly drawn bird, the article described the economic and market cycle of the last ten years. Through an understanding of cycles and importantly, where we are in within a cycle, investors are provided clues on how to position our portfolios for what the cycle has in store.
We believe the current economic cycle is close to a turning point. This is incredibly important to managing wealth, as such we produced the following video that dives further into cycles.
View Part 1
View Part 2
Michael Lebowitz, CFA is an Investment Analyst and Portfolio Manager for RIA Advisors. specializing in macroeconomic research, valuations, asset allocation, and risk management. RIA Contributing Editor and Research Director. CFA is an Investment Analyst and Portfolio Manager; Co-founder of 720 Global Research.