Make The Rest of This Bull Market Count
The Barbell Strategy
Investors,
Yesterday’s free research report is arguably one of the most important pieces that I’ve written all year.
I encourage you to read it using the link below before accessing this exclusive report for premium members, and also consider sharing it with your colleagues:
The conclusion of the research is clear, though it took a significant effort to reach:
“If disinflationary rate cuts were bullish in 2024, but the current environment is not emblematic of a disinflationary rate cut regime, then it’s harder to justify how this upcoming rate cut cycle will be bullish.”
“Non-recessionary rate cuts might still be on the table; however, the direction of macroeconomic data has deteriorated and recession risks seem more elevated today than they were in September 2024.”
Therefore, “the context of today’s cuts are different than the cuts from last year, which went on to produce great results, as I predicted.”
“While I forecasted 2024’s rate cuts to be unequivocally bullish, I’m unable to come to the same conclusion about this upcoming rate cut cycle.”
I went into that report with an open mind, conducted the analysis, and was rather shocked by the weight of the evidence and the key conclusions.
Without question, this upcoming rate cut cycle is different than last year’s.
This will, more likely than not, present unique challenges.
The investors who understand those challenges and plan for them will undeniably outperform the investors who aren’t prepared, so that means we have a choice to make…
Will we acknowledge the objective reality or dismiss it?
Will we make the rest of this bull market count?
That’s the point of this report…
To take the findings of yesterday’s report and create actionable insights.
Thank you to the ~1,100 premium members of Cubic Analytics, who’s support allows me to write independent research and free analysis (like yesterday’s report), in exchange for deeper insights and actionable research, like this premium report.
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Let’s begin…