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steve f.'s avatar

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?"

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Prometheus Research's avatar

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.

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