Whilst the industrials sector has only fallen about 7% from its highs set in May of this year, as proxied via the XLI ETF, the extreme washout of sentiment and breadth within the sector presents a potentially favourable buy-the-dip opportunity for long-term investors.
As I have discussed in a number of recent posts, leading economic data continues to suggest a cyclical slowdown in the business cycle is upon us and is likely to continue to persist for the coming months.
The inevitable introduction of Central Bank Digital Currencies (CBDCs) could be the most historical and fundamental change to the global financial system since Bretton Woods. In almost any iteration, CBDCs could completely revamp the global financial system as we know it.
In a recent post I opined how the stock markets internals are weakening, whilst also briefly touching on how a couple of leading economic growth indicators are beginning to roll over.
The impacts of passive investing are not as well understood as they should be.
Within my latest piece discussing the merits of deflation, I briefly touched on how several leading economic indicators appear to be signally growth may have peaked for the time being.
With so much focus being placed on the inflation versus deflation debate of late and many financial pundits declaring a new inflation paradigm is upon us, what better a time to argue the case for deflation.