Just came across this George Tritch Economic Cycle framework that's been making rounds, and honestly it's pretty interesting how it maps onto what we're seeing in markets right now. The whole thing basically breaks down economic patterns into three distinct phases, and it's eerily accurate for timing asset allocation decisions. So here's how George Tritch's model works: you've got panic phases where everything crashes and sentiment is pure fear, boom phases where assets are pumped and valuations peak, and difficult phases where prices bottom out and opportunities emerge. The years matter here. Think 1927, 1945, 2019 as panic years. Then you've got boom years like the one we're in now with 2026 sitting right at that inflection point. And 2023? That was marked as a difficult phase, the kind of year where if you had the guts to accumulate, you'd be sitting pretty. What's wild is how George Tritch's cycle intersects with the Kondratieff wave theory. We're supposedly transitioning from the fifth wave (internet/tech) into the sixth wave (AI, new energy, computing infrastructure). So 2026 isn't just any boom year—it's a structural shift year. If you bought the dip in 2023 following the difficult phase, this is theoretically your window to take profits and rotate. The real play though is reallocating those gains into what's driving the next cycle: AI infrastructure, energy transition, computational power. That's where the George Tritch framework gets practical. You're not just selling because prices are high, you're rebalancing toward the sectors that will actually lead the next economic wave. Pretty solid mental model for thinking about macro cycles and asset rotation.

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