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+--- Thread: JP Morgan Economic Analysis (/showthread.php?tid=1270)
RE: JP Morgan Economic Analysis - Kerim - 01-11-2018
Link not working for me?
RE: JP Morgan Economic Analysis - EricL - 01-11-2018
(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!
RE: JP Morgan Economic Analysis - Dividend Watcher - 01-13-2018
https://am.jpmorgan.com/blob-gim/1383407651970/83456/MI-GTM_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.