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VPU - March Stock Market Update: Slowing Growth Macro Overview
Vanguard Utilities
This is an excerpt from my March newsletter issue from my website. Every 6 weeks I send out an update like this to give a high-level view of how I see things going on in various markets.
Aggressive Vs. Defensive Positioning
I like to do an update on recession indicators every few months to see where we stand in the market cycle.
My goal is not to try to time the market precisely. However, knowing where we stand in the cycle can help inform us on how aggressive or defensive we should be. Highly-valued stocks