Where are we in the economic cycle?
Recently read The Most Important Thing by Howard Marks and it got me thinking on our current economic cycle. What are your thoughts on where we are at? Was the Covid downturn (March 2020) the end of the previous cycle or just a bump since it was a self-inflicted recession. I know it’s impossible to know when the tides will turn but we can get a sense of where we are right now.
Read Dalio's latest book and then get back to us.
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