Bob Bronson of Bronson Capital Markets Research looks at the year over year Coincident Indicators as highly correlated with Real GDP data.
In advance of Q4 GDP, Bob states “The ultimately deflationary economic Supercycle Winter double dip continues despite this morning’s GDP report for Q4 ’10.”
I am less bearish than Bob, but I love his long term look at the relationship between Coincident Indicators and Real GDP.
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