This particular strategy looks to time growth cycles, i.e. cyclical slowdowns that can lead to recession.
With regards to the systematisation, we look at a broad range of economic and market data (parts of which you’ve undoubtedly read here) to forecast significant slowdowns.
when you're talking about cyclical rotation, what cycle(s) are you talking about-
growth, inflation, liquidity, business.... ?
also, can you provide a little more information on how you "systematically formulated your logic?"
This particular strategy looks to time growth cycles, i.e. cyclical slowdowns that can lead to recession.
With regards to the systematisation, we look at a broad range of economic and market data (parts of which you’ve undoubtedly read here) to forecast significant slowdowns.