One of the take-aways is as Chinese industrial production peaked in 2007, as did foreign purchases of US Treasury assets.
My personal opinion is that supercycles tends to be more axiomatic. For example, one's cholesterol levels and blood pressure may fluctuate from minute to minute, so the snap shots may appear to be white noise. However, if one were to consume large amounts of saturated fats over years and decades, the "supercycle" trend of elevated cholesterol and blood pressure becomes more deterministic.
Investment supercycles 100% predictable in their occurrence--even if their timing and durations are not.
http://www.alhambrapartners.com/2015/04/16/direct-evidence-for-the-supercycle/
Sunday, April 19, 2015
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