In the June 2011 issue of Financial Advisor magazine I take a fresh look at an old question: What’s the connection between the business cycle and financial markets? In fact, I’m working on a new book about the finer points of the macro/markets linkage and how we can enhance our strategic investment outlook by analyzing this relationship. Indeed, the research on this subject has exploded in recent years. Meantime, here’s a brief preview via my latest for FA.