Everything on Cyclical Analysis

Historical sector dominance, such as 1980s Japan or the dot-com era, frequently precedes prolonged underperformance or severe corrections.

Impact: Recognizing valuation extremes and leadership rotation patterns enables investors to anticipate market shifts and protect capital during regime changes.

— from NASDAQ 100 Milestone and AI-Driven Market Shifts · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· May 30, 2026