Gavekal Capital: Boom-Bust Baromter Has Rallied But Can It Keep Pushing Higher?

Tuesday, December 10, 2013

Boom-Bust Baromter Has Rallied But Can It Keep Pushing Higher?

The Boom-Bust Baromter (CRB Raw Industiral Index/Initial unemployment Claims) has rallied since making a low on October 4th back to almost new highs. If the market keeps pushing higher will the Boom-Bust Barometer be able to keep pace? Commodities continue to look like they will remain soft and initial claims are back to levels that historically are at their lower extreme.

About Gavekal Capital

Gavekal Capital is a US registered investment advisory firm that manages the Gavekal Knowledge Leaders Strategy. Knowledge Leaders are a group of the world’s leading innovators with deep reservoirs of intangible capital. These companies often possess competitive advantages such as strong brand, proprietary knowledge or a unique distribution mechanism. Knowledge Leaders are largely service-based and advanced manufacturing businesses, often operating globally. Gavekal Capital seeks to identify the world’s leading knowledge companies through a proprietary process that analyzes corporate knowledge investments.
We offer the Gavekal Knowledge Leaders Strategy in multiple products for global investors. For more information about our product offerings please visit http://www.gavekalcapital.com.
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