David Rosenberg: Why we are not at the start of a new bull market

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We are at a much more mature stage of the investing cycle than is commonly perceived

Looking at prior bear markets in the post-Second World War period, 2020 is notable for the speed of the decline and how quickly a low was ultimately achieved. Last year was the fastest bear market on record, with a decline of 33.9 per cent in just 33 days. Historically, the most comparable period is 1987, which saw a 33.5 per cent slide in 101 days — nobody really calls that year’s October crash a true bear market, either. The same for the sharp fall of 1998 and the severe drawdown in late 2018.

The 1987 crash was triggered by computer-driven trading models that followed a portfolio insurance strategy . In 2020, the world confronted a once-in-a-century pathogen, which governments responded to by abruptly closing their economies.Article content Cyclical basket: consumer durables, manufacturing, energy, chemicals, business equipment, shops and money .Perhaps unsurprisingly, following the 1987 bear market low, our cyclical basket steadily outperformed until November 1988, at which point defensives began to outpace them. This continued until the July 1990 market peak, with the gap between the two indexes amounting to 20 percentage points.

 

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