A practical cheat sheet for identifying market cycle phases — based on Howard Marks, Ray Dalio, and John Templeton
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Updated
Mar 9, 2026
A practical cheat sheet for identifying market cycle phases — based on Howard Marks, Ray Dalio, and John Templeton
5 decision frameworks for B2B owners and concentrated investors. Kill Triggers, Un-Buy Review, Temperature Gauge, Task-Loss Reframe, Fungibility Test. Adapted from Howard Marks and Marc Andreessen. Run inside a 5-advisor, 30-agent AI business at Strategy Sprints.
A structured decision-making framework for value investors, based on principles from Buffett, Munger, Marks, Dalio, and 23 other legendary investors.
Provide a clear process to make disciplined buy, hold, and sell decisions based on proven value investing principles.
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