Have managed money for years. Saw the stock bubble in the late 90s for what it was. Saw the housing bubble in the mid 2000s for what it was. Once managed the top ranked Long/Short mutual fund in the country. Giving my perspective on markets and longer term themes that impact them.
There is a quote commonly attributed to Winston Churchill that describes my mindset: "The further you look back, the farther forward you are likely to see." In other words, the longer the data set, the better line fit you will get, and the easier it is to anticipate the next point in the line. I think that works with mental models of society as well.
Feel free to contact me at contact@grizzledinvestor.com.