Brief Macro Analysis of North America

Arjun-N's picture
Rank: Chimp | 10

Hello, just wanted to get a few thoughts on my analysis of markets in North America (macro perspective). The last pic has my brief view of all the charts provided by the OECD.

Thanks in advance.

Comments (6)

May 5, 2017

BUMP

May 8, 2017

I'm not a macro guy (barely understand it), but just like in a lot of things in life, we need proof.

You start with a trend, great. Now convince me why this trend will continue. Every assumption (every single damn one) you make, back it up with ample evidence such as: articles, books, historical data, research reports, statements, heck... even quotes.

Decent start tho, keep it up.

Absolute truths don't exist... celebrated opinions do.

    • 1
May 16, 2017

Thank you, I did have excel files and all to chart patterns, and most of them did line up for my analysis, but I didn't know how to post them here.

May 8, 2017

Forgot to add: If you wanna go that extra mile, find evidence that goes against your assumptions (including the evidence for those assumption). Macro is about having the real view, not your own.

Absolute truths don't exist... celebrated opinions do.

May 16, 2017

That's a good call, will look more into it!

May 25, 2017
Comment