What’s on the graph changes every quarter… but the fact that there is a cycle never changes…

This blog is my attempt to record for my kids (and those that might be interested) the "first principle" lessons I've learned in life. I define "first principle" as those truths that remain regardless of situation, environment or timing. As I'm human, I will inevitably make mistakes in assessing and capturing these. That's the first first principle. ;-)
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