The Sahm indicator just threw a signal - we are in a recession

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ochotona
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The Sahm indicator just threw a signal - we are in a recession

Post by ochotona »

It's 0.53 as of today, unless my math is wrong (which it might be). Look at the official graph later. It has a stellar track record.

https://fred.stlouisfed.org/series/SAHMREALTIME
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Smith1776
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Re: The Sahm indicator just threw a signal - we are in a recession

Post by Smith1776 »

ochotona wrote: Fri Aug 02, 2024 8:08 am It's 0.53 as of today, unless my math is wrong (which it might be). Look at the official graph later. It has a stellar track record.

https://fred.stlouisfed.org/series/SAHMREALTIME
Interesting. I've literally never heard of such an indicator till now. I'm looking it up and it seems like it could potentially be very insightful.
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ochotona
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Re: The Sahm indicator just threw a signal - we are in a recession

Post by ochotona »

https://www.schwab.com/learn/story/what ... ut-economy

I SELL equities if the S&P500 loses its 6 month moving average minus a 1% fudge factor, so I'm selling on Friday August 30, if $SPX >= 5246. That's -1.7% away from where we are now.
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Re: The Sahm indicator just threw a signal - we are in a recession

Post by dualstow »

ochotona wrote: Fri Aug 02, 2024 9:13 am https://www.schwab.com/learn/story/what ... ut-economy

I SELL equities if the S&P500 loses its 6 month moving average minus a 1% fudge factor, so I'm selling on Friday August 30, if $SPX >= 5246. That's -1.7% away from where we are now.
Selling…all of your equities?
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whatchamacallit
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Re: The Sahm indicator just threw a signal - we are in a recession

Post by whatchamacallit »

Interview with Claudia Sahm posted an hour ago:

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Re: The Sahm indicator just threw a signal - we are in a recession

Post by boglerdude »

S&P net profits 3.68% https://www.multpl.com/s-p-500-earnings-yield

10 year 3.96%

Those are your options. Pretty close. whats the problem?

edit1 for more substance https://obliviousinvestor.com/investing ... ve-return/
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Re: The Sahm indicator just threw a signal - we are in a recession

Post by jatwell »

ochotona wrote: Fri Aug 02, 2024 9:13 am https://www.schwab.com/learn/story/what ... ut-economy

I SELL equities if the S&P500 loses its 6 month moving average minus a 1% fudge factor, so I'm selling on Friday August 30, if $SPX >= 5246. That's -1.7% away from where we are now.
When do you buy?
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