- Since 2008 Everything is Cyclical:
Point: Post-2008, economic and market cycles have become more pronounced.
Importance: Investors should be more attuned to cyclical patterns and adjust their strategies to these cycles.
- The Business Cycle and GMI Business Cycle Dominoes:
Point: The business cycle affects asset performance, with different phases (early, mid, late, recession) impacting returns.
Importance: Understanding the business cycle helps in timing investments and asset allocation to maximize returns and minimize risks.