You can read my full article at Seeking Alpha:
ECRI's WLI at 42 Week High: 'Get While the Getting Is Good'How to play ECRI's Signals: I own a lot of small cap stocks in my personal "explore portfolio" so I own SPY (SPY description and charts) to get a more market weighting in this trading portfolio. If I wanted to recommend just one ETF to be long the market and take advantage of ECRI's outlook for an upturn in the business cycle, it would be the Total Stock Market Index VTI (VTI description and charts), which has BOTH large and small cap stocks. I also own the total stock market index fund at Vanguard, (VTSMX) as part of my personal core portfolios. Vanguard discourages trading its index funds so VTI is the vehicle of choice for that.
KEY ECRI Articles:
- Nov 30, 2010 "ECRI Calls for Revival of US Economic Growth"
- Oct 28, 2010 "The much-feared double-dip recession is not going to happen"
- Oct. 28, 2010 ECRI Warns of High Inflation Nightmare From QE2
- Sept. 24, 2010 ECRI - Premature to Predict New Recession
- July 01, 2010 ECRI Weekly Leading Indicators Widely Misunderstood
- Dec. 04, 2009: ECRI Warns of Lasting High Unemployment Despite Economic Recovery
- July 31, 2009: ECRI Predicts End of Home Price Downturn
- July 21, 2009: ECRI Predicts The End of the Recession is Imminent
- April 3, 2009: ECRI Says US Business Cycle Recovery Ahead
- March 28, 2008: ECRI Calls it "A Recession of Choice"
“This easy-to-read book tells you how the respected ECRI calls turning points, and how you can, too.”
—Jane Bryant Quinn, Newsweek columnist
" The Economic Cycle Research Institute can justify a certain smugness now that business cycles are back in fashion."
--Harvard Business Review
“Shows... how far the state of the art in cycle forecasting has advanced, and how investors can profit from it.”
—Jon Markman, award-winning CNBC/MSN financial columnist
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