5 Reasons to Remain Cyclically Bullish

This is from a recent Orcam Investment Research piece where I described 5 reasons to remain cyclically bullish (not necessarily near-term):

  • The Orcam Recession Model remains constructive (ie, no recession on the horizon).
  • Global growth is stabilizing as seen in monthly PMIs and the Orcam GDP Weighted PMI Index.
  • Risk of a European debt crisis appears contained (for now).
  • Hard landing risk in China has declined.
  • US housing and lending trends are showing reversal trends in the balance sheet recession.

 

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Cullen Roche

Mr. Roche is the Founder of Orcam Financial Group, LLC. Orcam is a financial services firm offering research, private advisory, institutional consulting and educational services.

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