Inflation, War, Market Crashes! Financial Assets such as stocks and crypto-currency have seen massive loss of valuations. Even commodities and gold, which are usually negatively correlated, were not spared! Are we heading towards a long and deep recession?

We all know that the economy moves in cycles, sometimes predictably, sometimes very unpredictably. However, there are signals we can read to guide our investment thesis and shed light as to where the economy could possibly go. Ray Dalio has a simple economic template which he shared in his video called “How The Economic Machine Works“. We took his teaching and overlay onto today’s climate and attempt to see where are we on the cycle. You can check it out in our video below.