Thierry from arvy 🇨🇭(@ThierryBorgeat):The 1970s belonged to commodities and were miserable for stocks in real terms. The 1980s and 1990s belonged to financial assets. The 2000s belonged to commodities again — the last supercycle. The 2010s, overwhelmingly, to the asset-light growth machine. Every switch felt permanent while you were inside it. Every one ended, and the baton passed.

Thierry from arvy 🇨🇭

@ThierryBorgeat

CIO @ arvy | CFA | Quality stocks, market cycles & investor psychology, on fundamentals AND technicals | #IBDPartner#

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Thierry from arvy 🇨🇭@ThierryBorgeat

2026.09.12 08:20

The 1970s belonged to commodities and were miserable for stocks in real terms. The 1980s and 1990s belonged to financial assets. The 2000s belonged to commodities again — the last supercycle. The 2010s, overwhelmingly, to the asset-light growth machine. Every switch felt permanent while you were inside it. Every one ended, and the baton passed.

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