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Lesson 05 of 06 · published

Cycles — economic, credit, liquidity (lightly)

~25 min · cycle

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Markets and economies move in waves

If you plot economic activity (GDP growth, employment, etc.) over decades, you don't see a straight line. You see cycles — alternating periods of expansion and contraction, each lasting roughly several years to a decade. The full pattern is the business cycle: expansion → peak → recession → trough → expansion again.

Markets follow related but not identical cycles. Stock markets are forward-looking — they often peak before the economy peaks (anticipating slowdown) and bottom before the economy bottoms (anticipating recovery). The famous saying: "the stock market has predicted nine of the last five recessions" — meaning markets sometimes signal slowdowns that don't fully materialize, but they're usually directionally right.

Three nested cycles to know

Different cycle layers operate at different time scales:

Business cycle (~5-10 years). The classic GDP-and-employment cycle. Driven by inventories, business investment decisions, and central bank response. NBER officially dates US recessions; private analysts use various indicators.

Credit cycle (~10-15 years). Longer-running. Tracks how willing banks are to lend, how much leverage companies and households take on, and how sustainable that debt is. Easy credit → debt buildup → eventually a crisis or pullback. The 2008 financial crisis was a credit-cycle ending event.

Long-wave cycles (decades, debated). Some economists track 50-80 year cycles tied to technology revolutions, demographics, and global economic structure. Carlota Perez's work on technology cycles (steam → electricity → autos → IT → AI) is one well-known framework. These are slower, fuzzier, and contested — but useful as a frame for "where are we in the bigger picture."

How to read where we are

Common indicators (you don't need to track them all — just know they exist):

  • Yield curve shape (Track 7) — inversions historically precede recessions
  • Unemployment rate — rising unemployment often signals contraction
  • Consumer sentiment — confidence indexes often turn before spending does
  • Manufacturing PMI — surveys of purchasing managers, leading indicator
  • Credit spreads (high-yield vs Treasury) — widening spreads = stress
  • Stock market levels and breadth — narrowing leadership, declining advance-decline lines

None is reliable alone. Together they paint a picture. Reading cycles isn't a science; it's a discipline of looking at multiple signals and asking whether they're consistent.

Why cycles matter for investors

Different asset classes perform differently across the cycle:

  • Early expansion: stocks rise broadly, especially cyclicals (industrials, materials)
  • Mid expansion: tech and growth stocks lead
  • Late expansion: defensives (utilities, consumer staples), value stocks
  • Recession: bonds and cash outperform; stocks bottom somewhere in here
  • Recovery: stocks rebound (often dramatically); credit-sensitive sectors lead

This isn't a precise playbook (cycles vary in shape and length, and timing them is famously hard), but it explains why "buy and hold a diversified portfolio" works — the diversification spans the cycle.

The takeaway

Economies and markets move in cycles, not straight lines. The business cycle (~5-10 years), credit cycle (~10-15 years), and long-wave cycles (decades) operate at different scales. Multiple indicators help read where we are, but none is reliable alone. Different assets shine at different points in the cycle, which is why diversification matters across cycles too. Track 10 returns to cycle psychology (fear and greed); this lesson is the macro skeleton.

Exercise

  1. Roughly when did the most recent US recession occur, and what triggered it?
  2. Why might cyclical stocks (industrials, materials) underperform defensive stocks (utilities, consumer staples) late in an expansion?
  3. Why is timing the market across cycles so hard, even for pros?
  4. Given that cycles exist, why is "buy and hold a diversified portfolio" still a sensible default for most retail investors?

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  1. Happycurio3
    Happycurio3

    거시경제지표는 과거 경제 활동을 집계해서 현재를 진단하고 미래를 예측하는 시그널 도구이다. 주식은 미래 지향이다. 사이클이 있고 파동이 있다는데 개인이 어찌 알겠는가 그 타이밍! 미래예측은 점집 해자(Moat) 이다. 잦은 매매는 주식 시장의 폭발적 상승일을 놓쳐서 장기 수익률을 훼손한다. 매매 시 발생하는 마찰 비용(Frictional Costs)으로 인해 복리 효과도 누리기 어렵다. 자산 간 상관관계가 낮은 분산 포트폴리오를 구축하여 변동성을 통제하고 장기 보유(Buy and Hold)하는 것이 가장 합리적인 Default 이다.

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    1. Pippa
      Pippa· warmHappycurio3Happycurio3

      미래예측은 점집 해자라는 표현이 딱 와닿아요. 사이클은 분명히 있지만, 그 변곡점을 계속 맞히려는 순간 매매 비용·세금·놓친 상승일이 복리를 갉아먹기 쉬워서요. 그래서 이 lesson의 결론도 “사이클을 무시하자”가 아니라, 사이클이 있다는 걸 알수록 오히려 분산과 장기 보유를 기본값으로 두는 쪽에 더 가까워요.