01-11-2018, 03:15 PM
01-11-2018, 03:18 PM
(01-11-2018, 03:15 PM)Kerim Wrote: [ -> ]Link not working for me?
Doesn't work for me anymore either. Guess I should have downloaded it!
01-13-2018, 10:05 AM
https://am.jpmorgan.com/blob-gim/1383407...1Q18_1.pdf
Just takes a little searching.
Page 4 seemed to confirm to me that we are in the midst of a new secular bull market since 2009. The 'lost decade' of the 00's sure looks like a secular bear to me. See also page 16.
Page 6 of the report fascinated me and didn't exactly excite my prospects for the next few years. C'mon correction. Maybe page 30 gives us an inkling.
Page 10 reinforced my belief in sector allocation but don't forget to look at graphs of the business cycle found elsewhere as to why.
Just takes a little searching.
Page 4 seemed to confirm to me that we are in the midst of a new secular bull market since 2009. The 'lost decade' of the 00's sure looks like a secular bear to me. See also page 16.
Page 6 of the report fascinated me and didn't exactly excite my prospects for the next few years. C'mon correction. Maybe page 30 gives us an inkling.
Page 10 reinforced my belief in sector allocation but don't forget to look at graphs of the business cycle found elsewhere as to why.