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Is there a market that would price in the kind of predictions/lag the poster is proposing?
by truculent 3y ago
Is there a market that would price in the kind of predictions/lag the poster is proposing?
- _huayra_ 3y agoThere are many, but one good leading indicator is freight companies / shipping rates. Looking at things like housing and cars directly can hide things because of can-kicking shenanigans. Melody Wright has a great substack that goes over what the homebuilders are doing to make it seem like sales are strong [0], going well beyond the "have the construction workers park in the driveway of unsold units" stuff. [0] https://substack.com/@m3melody https://substack.com/@m3melody