orthopa Posted December 4, 2018 Share Posted December 4, 2018 I think its common investor knowledge that an inverted yield curve seems to almost always precede a recession. Time to recession from what I gather can be 5-18 months on average. Yet another sign that we are late to very late cycle. Anyone preparing or shifting the portfolio around at all? Of course market timing is impossible but it maybe prudent to start to accumulate some cash going forward or sell some high flying stuff. Something as simple as lightening up 5-10% a month would get you into a high cash position. Ofcourse one would have to account for taxes/investment period etc but in a retirement or tax advantaged account this maybe a strategy. Fear would be missing out on some gains but it seem like we are much closer to the top then the bottom at his time. I was too young wasn't investing as actively when yield curve inverted last time but sure would have like to have a higher percentage of cash in the 12-18 months following 2007. Link to comment Share on other sites More sharing options...
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