The Economic LongWave
@TheELongWave
Decoding Kondratieff, Schumpeter LongWave Economic Cycles Historian & Macroeconomist Tracking K4 Winter❄️ Transition Where Social Forces Meet Market Reality 📈
The Economic Long Wave: Finding Order in Market Chaos 📈 After 36 years of studying markets, I've come to a profound realization: what most people see as economic chaos actually follows predictable patterns. 🔄 The Economic Long Wave theory, pioneered by Russian economist…
RIP 60/40 model portfolio😔 With the secular rise in rates and extreme valuations in markets.....
TriVest Market Strategy @TriVest_WAPC - July 2025 📉The 60/40 portfolio is under pressure. 📈 Inflation, rate hikes & tech concentration are reshaping risk. ✅ Goals-based investing + structured notes offer resilience, not just returns. 🎧 New podcast: Perspective, Portfolios &…
🇨🇭 Switzerland~126% and 🇦🇺 Australia~112% lead the way, but Australia and Canada are the most vulnerable. Tomorrow's post!
Household debt as share of GDP. 🇨🇦 Canada: 103% 🇬🇧 UK: 80% 🇺🇸 US: 73% 🇫🇷 France: 63% 🇨🇳 China: 62% 🇩🇪 Germany: 52% 🇪🇸 Spain: 48% 🇮🇹 Italy: 39% 🇮🇳 India: 37% 🇿🇦 South Africa: 34% 🇧🇷 Brazil: 34% 🇸🇦 Saudi: 32% 🇷🇺 Russia: 22% 🇮🇩 Indonesia: 16% 🇲🇽 Mexico: 16% 🇹🇷 Turkey: 11%
Tonight! Toronto peaked in 2022; when will the rest of the Canadian Real Estate market follow suit? How the mysterious 18.6-year cycle and Kuznets waves reveal when your home's value will peak—and plummet
TONIGHT ON SPACES with Joe and Joseph We are back! The Hidden Clock That Predicts Canadian Real Estate Crashes 🕰️🇨🇦 How the mysterious 18.6-year cycle and Kuznets' 15-25 year waves reveal when your home's value will peak—and plummet!
The recession we're avoiding is making the next crash WORSE 🧵 Here's the uncomfortable truth: Recessions aren't bugs in the economic system - they're features. They serve a critical cleansing function that we've been artificially suppressing for over a decade. The bill is…
📈 Canada’s Demographic Turning Point: Deaths Are Rising Faster Than Most Realize The chart is not speculation — it's built on real data from Statistics Canada and the United Nations Population Division (2024 Revision). It covers actual death figures from 1850 to 2024, and…
🧵 The Universal Delusion: Why Smart People Make the Same Mistakes About Market Cycles Here's something fascinating and frustrating: it doesn't matter if you're a PhD economist or a taxi driver—we ALL fall for the same delusion. 🎓🚕 💭 The Great Equalizer, Rich or poor,…
🏚️ The Great Canadian Liquidation Begins 💀 Aging Boomers. 📉 Rising Deaths. 🏠 A Housing Glut No One's Ready For.
🧵 Canada’s Hidden Housing Supply Shock Is Already Underway 🏚️🇨🇦 Everyone’s watching the rates and immigration. Few are watching death certificates. Canada is now seeing record-high deaths, and that means homes are about to flood the market over the next decade quietly.…