Key to the Global Equity Market: Trend and Cycle Analysis of U.S. Retail [View article]
This thorough article leads with the claim that trend and cycle analysis is the key to equity markets. I tend to believe that trend and cycle analysis has some limited potential for predicting future returns. Yet this article doesn't provide a single piece of evidence to support the title's claim and though their is a lengthy discussion of how to find firms by their GICS codes, that is not exactly the same as trend and cycle analysis. This article had the potential to be very informative, but ended up sounding more like an autobiography.
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