Its Over, page-438

Your views on timing is out of line with most subject matter experts on this. Consensus is we are close to reaching the end of the bull cycle in US.
If you see my post on building material stocks, there is usually a lag of about 1-2years from when building material stocks start falling to when recession. The CSR, Boral, James Hardie have all plunged since mid18 pointing to a probable recession within 2 years. Same thing happening in US building material stocks. IMO to suggest that bull market hasnt yet started is counter intuitive..ASX did not enjoy the same growth as Dow and US indices did and unlikely to when Dow inplodes.