Report Detail Summary

The Recovery That Keeps on Ticking: Investment Implications

May 05, 2014

We are big fans of using episode analysis in order to identify past economic environments that are either similar or a mirror image of the environment we foresee. Our implicit assumption is that the environment represents the response to the economic shocks and the economic policy being pursued by the various administrations. If the responses are stable across time, one can use the past to forecast the future.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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