Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

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Nov 4 3:59 PM EST

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To: Return to Sender who wrote (4078)	5/26/2016 2:14:10 PM
From: Kirk ©	Read Replies (2) of 26408

Thanks. That is the chart. I tried your first link and it was dead. I searched Fido and found this fidelity.com The business cycle has four distinct phases, with the example of the U.S. in a mid-cycle expansion in mid-2014. Note: This is a hypothetical illustration of a typical business cycle. There is not always a chronological progression in this order, and there have been cycles when the economy has skipped a phase or retraced an earlier one. Economically sensitive assets include stocks and high-yield corporate bonds, while less economically sensitive assets include Treasury bonds and cash. Please see endnotes for a complete discussion. Source: Fidelity Investments (AART). For your charts, I'd probably not use BP but relative charts... perhaps each sector relative to bonds... and relative to the S&P500. To me, that would suggest when to move from asset group or... in my case... when to take profits in tech and perhaps diversify into something like Energy or Utilities to have a more diverse portfolio without having to use just index funds. thanks again

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