Zeev's Turnips Patch-No Politics (ZEEV)

[ajtj99]

Triple dip is what the market might begin discounting if you're looking at fundamentals.

1st dip-Capital Goods-last year
2nd dip-Consumer Goods-this year
3rd dip-Capital Goods-middle of next year

Triple Dip is not an unknown phenomenon, and I believe you've mentioned it here before. However, we may not have much of a lag between the consumer recession and the capital goods recesssion. Maybe a quarter at most.

Also, remember that we usually don't know when a recession officially starts or ends until it's already over. Many of us know, but it's not official until much later.

In the end, none of this really matters much to me, as the charts are already lining up pretty nice for the rest of this year.