Everything is cyclical, even cultural stuff like fashion and music, our seasons, the tide, nothing is stationary everything is in motion.

Right about the 4 year cycle, so far… When I say “all your models are destroyed,” I mean ALL of them, yours, mine, his. Nobody really knows. Cycle theory is like a lot of things. Works perfectly until it doesn’t. I def expect a Mag7 / S&P general crash out over AI malinvestments tho.