Housing Is Weak, But Its Impact On The Business Cycle Is Muted

Real estate sales are also soft. Pending home sales tumbled 7.3% last month from August and plunged 11.3% from a year earlier ...
Forbes

Hijacked by Fiscal Dominance: Why the U.S. Cycle Can’t Find the Brakes

Forbes contributors publish independent expert analyses and insights. I identify the pure investment merit of assets with a macro lens. Oct 01, 2025, 11:19am EDT Americans have always trusted the ...

The Law of Sector Rotation — Why the 'Winners' in Stock Prices Change Based on Inflation, Interest Rates, and Business Cycles

October 2026 caused a significant divergence in stock price movements across sectors. While semiconductor-related stocks lost ...
Outlook Money

What Is A Business Cycle Fund

Business cycle investing is an approach where money is allocated across sectors and asset classes based on where the economy ...
independent.org

Boom and Bust: Rethinking Austrian Business Cycle Theory

As a proponent of the Austrian School of Economics, I fundamentally oppose state intervention in economic affairs, particularly the manipulation of interest rates by central banks. Before addressing ...