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Green Book September 2024

Paying Tribute

It’s true that we’ve written a few bull-market obituaries throughout the years that turned out to be premature. To make amends, we’ve decided to pen a tribute to the current bull market, whether or not it is about to end (… or even if it might have already terminated, in mid-July).

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Gold (84) Dollar (56) Easing (1) CPI (171) Market Rotation (2) Election (10) Inflation (585) Recession (69) Value (131) Growth (119) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79)