Marquee Finance by Sagar

Marquee Finance by Sagar

Share this post

Marquee Finance by Sagar
Marquee Finance by Sagar
Solving The "Macro" Puzzle!

Solving The "Macro" Puzzle!

Sagar Singh Setia's avatar
Sagar Singh Setia
Mar 03, 2023
∙ Paid
9

Share this post

Marquee Finance by Sagar
Marquee Finance by Sagar
Solving The "Macro" Puzzle!
Share

Investopedia defines a business cycle as “concerted cyclical upswings and downswings in the broad measures of economic activity—output, employment, income, and sales.”

A few months back, I wrote about how the “HOPE” model best explains the variable lags in the economy and is the correct sequence to identify the business cycles.

Thanks for reading Marquee Finance by Sagar! Subscribe for free to receive new posts and support my work.

Housing → Orders → Profits → Employment

The biggest mystery remains where we are presently in the business cycle. Since the current paradigm has no historical precedence, we must continuously evaluate the incoming data and update our portfolios accordingly.

Today, we will dig deeper into the Housing data, ISM numbers, Chinese data, and European data and look at the developments in Japan.

Keep reading with a 7-day free trial

Subscribe to Marquee Finance by Sagar to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Sagar Singh Setia
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share