Investors who are looking to increase their contact with equities have a variety of methods for identifying when to look long the market. During the period of the past few days, I have organized a sector-based method of thinking about the current market situation. The first factor should concern the structural integrity of our economic climate.
Simply stated, if you don’t think that our largest & most important financial institutions stand on solid surface, then it is hard to make any full case for being long equities. In Recent Investment Bank Performance, I made the situation for a bottom in the investment banks stock performance last week marking a bottom in investor confidence in the economic climate all together.
With a sense of self-confidence in the financial foundation, yesterday I transformed my focus on the Rally in Homebuilders. This sector has been at the guts of the subprime fiasco and is also an important barometer for from foreclosure activity, to provide and demand imbalances in the housing marketplace, to the true estate component of household wealth.
- How much you intend to make investments
- What is the best location for rentals
- Younger than the employee (or the worker’s spouse if filing a joint come back) and – under 19 or
- 75 Cannon St., EC4N 5BN
- Contractor Agreements
Perhaps more importantly, building permits are a watched leading indicator of future economic activity widely. Taking a look at yesterday’s chart, it is simple to make the case that the homebuilders, like the investment … Read the rest