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Record W2031829176 · doi:10.1016/j.rfe.2015.03.003

Market‐timing the business cycle

2015· article· en· W2031829176 on OpenAlexaboutno aff
Rolando F. Peláez

Bibliographic record

VenueReview of Financial Economics · 2015
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicFinancial Markets and Investment Strategies
Canadian institutionsnot available
Fundersnot available
KeywordsRecessionPortfolioEconomicsBusiness cycleEconometricsMarket timingSample (material)Benchmark (surveying)Quarter (Canadian coin)Financial economicsActuarial scienceMacroeconomics

Abstract

fetched live from OpenAlex

Abstract As a group, professional portfolio managers have been largely unable to outperform the market buy‐and‐hold benchmark. Likewise, professional forecasters have been unable to predict recessions reliably. The paper contributes to the literature in two significant respects. First, the Recession Probability Model herein correctly forecasts out‐of‐sample the probability of a downturn and the binary state over a 45‐year validation sample. This is important as it is around cyclical turning points that forecast errors are largest, and dependable forecasts are most useful. Reliable recession forecasts are essential for risk‐management, planning capital outlays, and for portfolio management. Moreover, accurate forecasts of the turn allow policy‐makers to mitigate the social cost of recessions. Second, the paper shows that it is extremely profitable to switch from equities to T‐bills when the one‐quarter‐ahead probability of recession reaches a certain threshold. Several market‐timing rules dominate the buy‐and‐hold in terms of the risk‐adjusted measures of Treynor, Sharpe, and Jensen. One trading rule achieves triple the terminal wealth of the buy‐and‐hold.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.001
metaresearch head score (Gemma)0.005
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Simulation or modeling · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.003
Threshold uncertainty score0.011

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0010.005
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.001
Science and technology studies0.0000.000
Scholarly communication0.0010.001
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0030.001

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.051
GPT teacher head0.234
Teacher spread0.183 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designSimulation or modeling
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations3
Published2015
Admission routes1
Has abstractyes

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