Can investors use macro analysis?

Two weeks ago I posted five economic questions I'm frequently asked .  Since then I've discussed: 1) Are house prices in a new bubble? 2) Is a recession imminent (within the next 12 months)? 3) Is the stock market a bubble? Today I will discuss: Can investors use macro analysis? Macro is the analysis of the economy as a whole (GDP, Unemployment, inflation, demographics), as opposed to the analysis of individual companies (or individuals). Sometimes we can use macro trends to help with sector analysis. An example of the later would the apartment sector. It was in 2010 that I started......(read more)

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