Long Cycles 2.0: Learnings from Secular Crashes-Market Cycles and our Actionables?

[rupaniamit]

@Donald

So I am looking at the Quant guys to take their work to the logical end. Extending your mapping exercises to decade-long cycles for a start. To map the environment prevailing then onto Winning Sectors/Winning Stocks - in a bid to understand better what could come about for 2021 - onwards.

To crystallise - maybe something like this or better, is what we want to get at?

@Donald - thank you for providing the template. Below please find my findings. It was very beneficial mapping exercise for me. It helped to decipher multiple market cycles and then take a far-sighted view (guess) on what can be expected in the next market cycle.

Link for the spreadsheet. Long-Cycle-History_Amit Rupani_July 2020.xlsx (13.1 KB)

Note: I was able to fill 1980s data thanks to Donald.