I'm currently reading "How the Economic Machine Works" by Ray Dario and realized that any research I do needs to start with macro. I realize the market eventually swings up, but doesn't it make sense to have a general idea of where we are in an upswing or downswing before investing? I don't see macro discussed here much (and even when it is discussed it's specifically only the equity as a whole, not commodities, inflation hedging assets, and interest rates).
Submitted April 16, 2017 at 09:13PM by mdcd4u2c http://ift.tt/2oEofqV
