Howard Marks' poor man’s guide to market assessment template

Hello all - one of my recent realization & focus has been market cycles. I had ignored cycles on the pretext that I should not be timing the market. However, in the past months I realized that learning & applying the concept of cycles as described by Howard Marks could be a useful tool to avoid buying during times of euphoria i.e dealing with the dreadful FOMO!

In the March 2006 memo titled It Is What It Is, Howard Marks lays down a guide for investors to assess the current market environment based on ~20 parameters.

I put together this template to apply this technique – https://www.notion.so/9574700589c348d8a82aa3d9ebe91522?v=2434261fc36e433d9af075d625f37b54

Let me know what you think.

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