Second Half Slowdown

| August 01, 2018
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Before you get nervous, please remember that in order to optimize your investment decisions you must optimize your mind.

Having an unemotional, apolitical process can help.

While we are not forecasting a recession, our data is signaling a slowdown in US economic growth in the back half of this year. This does not mean negative, just less good. As in GDP between 2.0-2.8%.

But we must also remember history. You don’t need to have a recession to get a bear market in certain asset classes.

The unofficial bear market of 2015-2016 that no one talks about:

  • S&P 500 Fell 14.2%
  • Median S&P 500 Stock Fell 25%
  • Russell 2000 Fell 26%
  • Emerging Markets Fell 36%
  • Transportation Stocks Fell 26%
  • Apple, Netflix & Amazon EACH Lost 30%

Proactively Prepare.

 

Stay Tuned, Disciplined & Patient! {TJM}

The Investor & Character Equation (ICE) | S + R = O

 

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