Here’s some of the site’s better work over the years, with a focus on the categories of ‘Cycles’, ‘Sectors’ and ‘Companies’.
The ‘Cycles’ category is big-picture, high-level analysis that aims to identify major inflection points in various global equity markets; the ‘Sectors’ category does the same with US-based sectors.
However, don’t by any means allow the posts below to limit your perusing of the site and all of its various categories. Feel free to meander at will.
All posts are presented in reverse chronological order with the latest entries listed first.
From the ‘Cycles’ archives:
Is James Glassman Really That Crazy, Why the Dow Potentially Has 60%-170% More Upside & Why Contrary to Michael Moore’s Views, Markets & Capitalism Worked Better Than Ever in Facilitating the Sub-Prime Crisis
From the ‘Sectors’ archives:
From the ‘Companies’ archives: