Fundies

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goodboy edited this page Apr 1, 2020 · 3 revisions

Fundamentals Data Sources

A dirty list in no particular order:

ceicdata: macro and micro thingers
- an example might be the current Chinese Holdings of US treasuries
mactrotrends.com: for, uhh, macro stuff
- an example is the S&P PE ratio over 90 years

Recession Indicators

Sahm Rule: "A downturn is probably occurring if the three-month average of the unemployment rate has risen by at least 0.5 percentage point above its low point in the previous 12 months."