Written by a senior strategist of a large investment bank, The Long Good Buy; Analysing Cycles in Markets is an accessible and easy-to-read guide to how financial markets work, what drives them, how the drivers change over time, and how to understand the interplay between stock markets and the real economy.
It is a comprehensive study of everything from valuation, and the impact of growth and interest rates on equity market performance to how politics and other events impact the way the markets perform. It introduces clear frameworks and uses charts and tables to contextualise movements in markets. It is packed full of case studies and uses data based on histories of up to 100 years.
Provisional chapter list: