Seeking Alpha

2019: Late Cycle Growth Or Contraction?

|
Includes: DDM, DIA, DOG, DXD, EEH, EPS, EQL, FEX, FWDD, HOML, HUSV, ITB, IVV, IWL, IWM, JHML, JKD, NAIL, OTPIX, PKB, PSQ, QID, QLD, QQEW, QQQ, QQQE, QQXT, RSP, RWM, RYARX, RYRSX, SCAP, SCHX, SDOW, SDS, SFLA, SH, SMLL, SPDN, SPLX, SPUU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SQQQ, SRTY, SSO, SYE, TNA, TQQQ, TWM, TZA, UDOW, UDPIX, UPRO, URTY, UWM, VFINX, VOO, VTWO, VV, XHB
by: TD Wealth
Summary

Why is the market discounting the good news over bad ones?

What is recent activity in homebuilders signalling?

What is recent activity in semiconductors signalling?

Even as the U.S. economy remains strong, the shift from the mid- to late-cycle phase may have implications over the intermediate term for investors. Kim Parlee speaks with Ben Gossack, Portfolio Manager, TD Asset Management, on his outlook for corporate performance for the remainder of the year.