Atlas Performance Year-To-Date (YTD):
Every day, CNBC and the financial media blast out the latest economic headlines, yet most investors remain blind to how this data connects directly to their portfolios.
I speak with money managers daily, introducing Atlas Analytics' data to support their trading strategies. And almost without fail, we hit the same wall:
“We’re a bottom-up shop. We don’t use GDP in our investment process.”
So I ask one simple, game-changing question:
“What’s the bottom?”
Cue the blank stares.
Let me answer it for you: The bottom is GDP.
The Missing Link: GDP as the True Market Foundation
Security selection is hard. (So is forecasting GDP, but Atlas Analytics has a proven track record of doing it better than the Federal Reserve.)
The point is simple:If you know where the economy is going, you know where the market is going.
Let me explain.
Keep reading with a 7-day free trial
Subscribe to Atlas Analytics to keep reading this post and get 7 days of free access to the full post archives.