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Intermarket Dynamics ResearchI study markets from a long-term historical view, especially the interaction between yields and inflation across all major asset classes. My most original work is probably in the following areas: long-term sector rotations; Gibson’s Paradox; Long Waves; market cycles; innovation supercycles; global violence supercycles; intraweek market anomalies; cost disease and inflation; and cost disease and demographic change.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of LTPZ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I have long positions in CORN and PPLT as well as SGOL and a number of small- and large-cap equity ETFs.
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