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Steve Mudge's avatar

Ray Dalio and George Friedman have been incorporating aspects of this in the last year or two. Ray also adds an additional 3 cycles that are all coinciding currently. I dare say we haven't begun the 'digging in' process yet, not with extreme politics still on the forefront and a massive unpaid federal debt. Nobody knows what the Black Swan/topping point will be. The situation with Iran, with major players now taking sides, is one of many scenarios.

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Grayson Hoteling's avatar

There seems to be a lot of crazy things happening right now, which fits the fourth turning framework. It becomes very difficult like you said to foresee what the turning point will be. I wasn't in the markets in 2008, there were even people who knew housing was screwed, but they probably didn't know Lehman in particular was going to be the trigger.

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