I agree that cyclical companies are more lucrative especially now when market seems overvalued. I ve made a program that compares correlation between stock earnings and price of commodities : stocks-fred.com.
Would be interesting to know what their universe of cyclical stocks is. Wondering if their methodology ireveals that they might not be exactly what we generally think they are…
That would presumably mean now, buy gold miners
It means now buy all kinds of cyclical stocks, not just gold miners.
I agree that cyclical companies are more lucrative especially now when market seems overvalued. I ve made a program that compares correlation between stock earnings and price of commodities : stocks-fred.com.
Would be interesting to know what their universe of cyclical stocks is. Wondering if their methodology ireveals that they might not be exactly what we generally think they are…