Hiatus over!

Yes, we apologise further lack of service and posts on the forum over the last 13 months.

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(Photo credit: Frank Kehren)

Today, we can declare the the hiatus is over and that regular(ly) services will be restored.

Hence, to kick-off, we will focus on recent discussions with ‘causal economists’ we have reached out to.

The key message is this:

Forget the Kondratiev wave, we are back in a Kuznets swing, with a clearly defined down tick in the cycle.

There ride will inevitably not be smooth, they never are, with significant volatility in between. However, the Kuznets swing has as an average a run time structure of 15 – 25 years.  [Out of interest, the last Kuznets swing lasted 21 years, depending on whether your started counting from “Big Bang“]

Are we prepared for it?

Yes and No might be the correct answer.

No, because we just don’t have the data for it currently.

Yes, possibly, because the effects of a digitised economy is the new unknown. This points us back to our own ‘philosophy‘ page on this site.

More in depth analysis and discussion on the new cycle will follow soon.

theMarketSoul ©2013 

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