I had mentioned in a previous post about the importance of understanding macro cycles--never you mind of course that no one can agree where we are in the business cycle. Regardless of such disagreement, it's still important stuff. G. Dagnino has a terrific overview here.
http://peterdag.com/s_files/mLcn829S3eP2.pdf
I'll also add that George has nailed this cycle within his by-weekly newsletters.
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