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Market cycles5 min read

Reading a market cycle without predicting one

Cycles are real and they are not schedules. The distinction matters, because the same observation — that markets expand, peak, contract and recover — supports one discipline that helps and one that consistently does not.

The phases

Expansion brings rising earnings, easy credit and low volatility. Peak brings confidence, leverage and a narrowing of what works. Contraction brings correlation moving toward one and liquidity disappearing where it is most needed. Recovery arrives while sentiment is still poor, which is what makes it so easy to miss.

Naming the phase is valuable not because it tells you what happens next, but because it tells you what your portfolio is currently being paid for.

Why timing fails

Turning points are identifiable in retrospect and ambiguous in real time. Acting on them requires being right twice — on the exit and on the re-entry — and the second is harder, because it must be done while the news is still bad.

The arithmetic is unforgiving. Missing a small number of the strongest days materially reduces long-run outcomes, and those days cluster inside the worst periods, when a timer is most likely to be sitting in cash.

What to do instead

We use the cycle to set expectations rather than positions. In an expansion we make sure the mandate's risk has not drifted upward through neglect. In a contraction we rebalance mechanically, which quietly buys the asset that has fallen most.

Neither action requires a forecast. Both are more valuable than one.

The honest caveat

Cycles vary in length, depth and character, and each one arrives with a plausible explanation for why it is different. Some of those explanations turn out to be correct.

This is an argument for building portfolios that do not require the cycle to cooperate, rather than for predicting it more confidently.

These articles are fictional demo content written for this template. They are general commentary, not personalised financial advice, and they do not describe any real portfolio or performance record.

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Prefer to talk it through?

Reading is a poor substitute for a mandate written around your own commitments. An introductory conversation is the faster route.