Omega Squared Capital Management

08/13/2021

“Business cycles have varied greatly over the past 200 years in length, spread, and size. At the same time, they are distinguished by their recurrence, persistence, and pervasiveness. They make up a class of varied, complex, and evolving phenomena of both history and economic dynamics.”

- Victor Zarnowitz ("What Is a Business Cycle?" NBER Working Paper #3863, October 1991)

12/23/2020

12/23/2020

Want to understand the business cycle and its impact on the financial markets?

Take a look at our business cycle update: https://www.linkedin.com/feed/update/urn:li:activity:6747578685181755392

05/18/2020

https://omega2.io/post/current-thoughts-on-covid-19-recession/

04/08/2020

https://youtu.be/teloy801ElU

This week Real Vision uses Refinitiv's best-in-class data to look at whether markets are pricing in peak fear or peak economic distress. Peak fear may alread...

03/18/2020

https://www.youtube.com/watch?v=kkXGRNPQGqI

Roger Hirst and Refinitiv’s Manager of Precious Metals Research, Cameron Alexander, talk about how the coronavirus has affected the market and what is the lo...

01/10/2020

https://omega2.io/post/anatomy-of-a-market-crash-part-two/

Market crashes come from the variance in earnings, not from the variation in GDP. However, GDP and the business cycle often correlate with the profit cycle.

12/26/2019

https://omega2.io/post/credit-cycle-signaling-risk-on/

The overlooked credit risk cycle is the most profound driver of macro and financial market psychology, ignoring signals in the credit markets puts any investor at a disadvantage.