MATASII ADDS THREE NEW SII SECTORS BASED ON LATE CYCLE POSITIONING

A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS  REFERENCE

SII - NEW CYCLES: UTILITIES, CONSUMER STAPLES & HEALTHCARE

MATASII SYNTHESIS:

  • The US and Global Economies has shifted towards late cycle,

  • MATASII has therefore added three sectors to the MATASII Watch-list:
    1. Consumer Staples,
    2. Healthcare and
    3. Utilities.

 

For further details, we encourage you to review three recent MACRO ANALYTIC VIDEOS

  1. UnderTheLens - 11 21 18 - DECEMBER - Late Cycle Investing & Recessions
  2. LONGWave - 12 12 18 - DECEMBER - Approaches to Asset Selection
  3. LONGWave - 03 13 19 - MARCH - The Secrets of MATASII's Watch List

 

UTILITIES

CONSUMER STAPLES

HEALTHCARE