The X Factor

Marcus Padley

Marcus Today

This is a mind expanding thought not a prediction Imagine it is Christmas Day 2015 and the US market is down 20% from where it is now. What did we get wrong. I think there is one X Factor that may be developing that could cause such a move and it is this hypothetical headline: "US economic recovery expectations evaporate as Chinese growth assumptions are downgraded" This I think is where our assumptions are going to go wrong and the current US equity market trend change may just be the US beginning to pick up on the following.... Click here to read the full article - (VIEW LINK)


Marcus Padley
Director
Marcus Today

Marcus Padley founded Marcus Today in 1998 and leads the team of analysts and market commentators that publishes a daily stock market newsletter, presents four podcasts and runs an $80m Australian equity fund. He is passionate about educating and...

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