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title

Process Driven Macro | And It's All Macro

description

Global Investment Strategies For You To Profit In Any Market Step One Using leading and coincidental indicators for growth and inflation, recession models, and market indicators we find where we are i

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Process Driven Macro

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2025-12-24 02:40:55

raw text

Process Driven Macro | And It's All Macro Navigation Home Subscribe Blog Home Subscribe Blog Process: The Path To Consistent And Repeatable Results Click Here For A 14-Day Trial Global Investment Strategies For You To Profit In Any Market Step One Using leading and coincidental indicators for growth and inflation, recession models, and market indicators we find where we are in the business cycle. Step Two We then look at the growth/inflation matrix to see what asset classes and trading strategies perform the best and worst under the relevant market regime Step Three After figuring out what "should" happen we then look at what is actually happening in the markets. By looking at timing models for each market we are able to measure the risk, expectation, and probability of a trade working out. Step Four Once we know where we are in the business cycle and which asset class we want to be in we go to asset class specific screens. Here we screen by tim...

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