This is a summary of links featured on Quantocracy on Thursday, 03/07/2019. To see our most recent links, visit the Quant Mashup. Read on readers!
- Sector Business Cycle Analysis [Alpha Architect]There are different investment approaches to identify sector winners and losers, such as price momentum strategies, top down approach based on specific macroeconomic indicators or bottom-up approaches to identify sectors with improving fundamentals. One widely used approach is business cycle analysis. Since economic cycles usually exhibit characteristics that impact sectors or industries