My growth pulse is turning down. Currently the reading on my pulse is 9 positive out of 9 possible. If five turn south so does the pulse. What that would mean is that TIP/LTPZ/ITIP is the favored asset class.
AND!!!
Some money will be moving out of Spring and Fall assets into Summer and Winter...and I'll be buying back a small position in the LB, and adding to GLD, and TIPs.
It would be truly nuts if the secular growth turned negative...who knows what a month will bring.
That would mean economic summer or stagflation, what I call the inflationary depression.
I'll really get to earn my name if that happens.
It would be just plain nuts if the world moved from winter=>fall=>spring=>summer in one years times. Epic
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