Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

Share this post

Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The Recession is Over. Long Live the Recovery!

The Recession is Over. Long Live the Recovery!

Don't fight the business cycle, a global trade and capex recovery, payrolls review and Treasury market struggles

Barry C. Knapp's avatar
Barry C. Knapp
Jun 06, 2020
∙ Paid
2

Share this post

Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The Recession is Over. Long Live the Recovery!
Share

Don’t Fight the Business Cycle

From late March, our guiding investing principal is that the markets are in the next business cycle rather than a recession. It occurred to us this week that over the span of even the most experienced market investors’ careers, the length of the average business cycle has extended from 3.8 years from World War II through th…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Barry C. Knapp
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share