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Keeping it Simple | Ep. 20: Secular, Cyclical... it's all a fubar fugazi!

Keeping it Simple with Simplify Asset Management

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How to Navigate the Lag Time Between Growth and Coincidence Data

The next move from here is likely to be the recessionary move and I would be very surprised if if the market doesn't take note of that. This cycle, in particular happens to be quite long on that basis from a historical standpoint. The problem this time was that growth was pushed on a real basis to 9 10%. So you got a sick, sick, excuse me a cyclical signal that growth was going to start decelerating but it's taken a long time to fall back to trend.

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