I probably should have included Michael Boyd, who on energy is knowledgeable, thoughtful, and insightful. But he publishes almost entirely through his service on Seeking Alpha. There may be other good analysts in the other areas, but I have not looked enough to have a recommendation.
To my eyes all that is trying to predict the outcomes of the "voting machine" that creates short-term market movements. It just has no interest to me, since I care about the "weight."
Hello. Someone on another forum posted ‘Macro picture: According to the Hedgeye model, the U.S. will be in Quad 3 in Q3 with 2 out of 3 months in the quarter (July and September) in Quad 3. Quad 3 is characterized by decelerating growth while inflation remains elevated. Which sectors underperform in Quad 3? Small caps and value, among others. Price action in the Russell during the past weeks has already been reflecting/anticipating the upcoming Quad change.’
This is cool.. Thank you
Thanks for the reading list, Paul
Wasn't aware you followed Roger Peilke. I agree, he is a very objective observer.
I would recommend Roy Spencer and Steve McIntrye also.
Thanks for list of authors.
Great list of authors. I also enjoy reading Lyn Alden.
Is there anyone that focuses on dividend stocks (i.e. non-REIT, Energy, BDC)?
I probably should have included Michael Boyd, who on energy is knowledgeable, thoughtful, and insightful. But he publishes almost entirely through his service on Seeking Alpha. There may be other good analysts in the other areas, but I have not looked enough to have a recommendation.
Any thoughts?
To my eyes all that is trying to predict the outcomes of the "voting machine" that creates short-term market movements. It just has no interest to me, since I care about the "weight."
Right. I’m looking at year to year gains (even if that’s short term/voting machine thinking) but tracking what’s going on in between.
Hello. Someone on another forum posted ‘Macro picture: According to the Hedgeye model, the U.S. will be in Quad 3 in Q3 with 2 out of 3 months in the quarter (July and September) in Quad 3. Quad 3 is characterized by decelerating growth while inflation remains elevated. Which sectors underperform in Quad 3? Small caps and value, among others. Price action in the Russell during the past weeks has already been reflecting/anticipating the upcoming Quad change.’