From Ray Dalio
"Identify the paradigm you’re in, examine if and how it is unsustainable, and visualize how the paradigm shift will transpire when that which is unsustainable stops."
"Though not always perfectly aligned, paradigm shifts have coincidently tended to happen around decade shifts—e.g., the 1920s were “roaring,” the 1930s were in “depression,” the 1970s were inflationary, the 1980s were disinflationary, etc"
https://www.linkedin.com/pulse/parad...fts-ray-dalio/
Will flight shaming or C neutral NZ affect AIA?
Does SUM rely in part to the housing market?
etc