George Dagnino | TalkMarkets | Page 4
Portfolio Manager
George Dagnino is an economist, investment strategist, portfolio manager, author, and editor of The Peter Dag Portfolio Strategy And Management. A complimentary subscription is available. Nationally recognized speaker on business cycles George Dagnino, Ph.D. ...more

All Contributions

Latest Posts
49 to 64 of 100 Posts
Yield Curve And The Business Cycle
The importance of the Yield Curve as it relates to the business cycle, commodities, interest rates, profits, and the stock market.
The Inventory Cycle – Correctly Predicted The Markets In May 2021. This Is What Is Saying Now.
The business cycle is now in Phase 4, the most important phase for investors because of the risk of large drawdowns in equity prices.
The Business Cycle Now And Its Impact On The Financial Markets
The latest indicators and their impact on economic growth, commodities, bond yields, and US and global equity markets.
A Winning Investment Strategy For Recessions And Bear Markets
In this video George Dagnino discusses investment strategies for stock and bonds during the current bear market.
Bad News For Stocks, Commodities, Good News For Bonds
These graphs point to bad news for stocks, commodities\,. Good news for bonds.
Liquidity, Profits And Yield Curve
The Fed has been draining liquidity -- with these potential results for the markets.
Severe Manufacturing Contraction Ahead
Businesses accumulated excessive inventory under the false belief the economy was booming thanks to the huge government stimulus.
Long-term Treasuries Will Outperform Stocks Well Into 2023
The global economy is slowing down rapidly (including the US). The global purchasing managers are reporting a decline in commodity price pressures.
A Major Top In Commodities
The major top in commodities now underway offers a unique and simple investment strategy to make money in the current bear market.
Will The Market Sink 20 Or 40 Percent?
This chart will explain why the market may decline another 20% or 40% from its current value.
Declining Liquidity Is Bad News For Profits And Stocks
The latest data show the Fed keeps draining liquidity quite aggressively.
Major Inventory Correction Will Crush The Economy
The large amount of inventory accumulated by business is hurting profitability. It can only be reduced by cutting prices and production. This process is causing commodities and yields to decline.
Option Markets And The Business Cycle Point To A Bear Market
Historical patterns, such as the four-year cycle of the strategy indicator, suggest the bottom of the business cycle and the stock market will take place no sooner than the end of 2022.
Sell High-Beta Stocks, Buy Low-Volatility Stocks
A sound investment strategy takes advantage of the economic environment. The economic environment drives the relative performance of investments. The business cycle tells which stocks should be in your portfolio: high-beta vs low volatility.
Incredible...these Are The Results Of The Stimulus Programs
This is what the stimulus programs have achieved. Consistent decline of all forms of income after inflation since March 2021!
China’s Weak Equity Market Reflects Poor Economic Performance. It’s The Business Cycle.
I previously wrote about the global business cycle, how business cycles and stock markets of the major countries are related, and how the US market responds to the global developments. Here, I follow that same structure and update the data.
49 to 64 of 100 Posts