Summary
Cathy Stacey’s video update on US real estate cycle indicators. She explains the indicator set, how it’s compiled, current status, and three stocks likely to have a big run in the 2020s. Phil notes that when the cycle peaks, PSE expects 12 months advance notice. The US leads the global 18.6-year cycle — understanding the US gives investors worldwide an advantage.
Key Claims
- When the US cycle peaks, PSE expects 12 months advance warning from their indicator set. — confidence: high
- The US leads the world through each 18.6-year real estate cycle. — confidence: high
- Three specific US stocks are identified as likely to have big runs in the 2020s. — confidence: medium