Investment Implications of a Shorter Cycle
Comment of the Day

March 22 2021

Commentary by Eoin Treacy

Investment Implications of a Shorter Cycle

Thanks to a subscriber for this report from Morgan Stanley which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

The long expansions we have seen over the last decades have been followed by very sharp corrections with one sector or another crashing to previously unimaginable lows. That begs the question if a potential return to shorter cycles will result is less excess and shallower reactions? There is not a great deal of evidence to support that contention unfortunately.

Click HERE to subscribe to Fuller Treacy Money Back to top