Andy’s Economic Signals for Recession & Updates on the AI Landscape

Edward Lance Lorilla
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Hey there, it’s Micah here… I hope you’re having a great Saturday.

Today I wanted to share some insightful analysis from my friend and mentor, Andy Fetter.

We recently held a Lecture covering some of the most important economic signals that tend to forecast recessions. Andy also shared an update on the AI Landscape.

👉🏼Click HERE to Watch

Some of the highlights include Andy’s comments on construction payroll which is currently humming along. This is a signal that construction workers are nearly fully employed. For a recession to happen this index would need to drop considerably.

Construction jobs

The canary in the coal mine - Housing Inventory

On the flip side of construction employment is housing inventory. Here’s a chart showing one of the biggest home builders. Notice their inventory is at all time highs. Could this signal a potential slowdown in construction?

Construction jobs

Also, a chart to note is credit card delinquencies. We’re seeing these at multi year highs. Could this be an early signal for an upcoming recession?

Construction jobs

As part of the lecture Andy touched on how to create an “All Weather Strategy”.
Construction jobs

Andy wrapped up the lecture by doing a wonderful review of the current AI Landscape. Things are moving so quickly here it was great to get an up to date picture of trends and investable opportunities.

👉🏼Check out the replay here.

I’ll leave it up this weekend for you to watch. Hope you enjoy it.

Trade On,
Micah

 

Micah Lamar
CEO WallStreet.io
Micah@WallStreet.io

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