Just came across this George Tritch economic cycle theory that's been making rounds on Twitter, and honestly it's pretty thought-provoking for anyone thinking about portfolio positioning right now. The basic premise is simple but powerful: divide economic history into three distinct phases—panic, boom, and difficulty—and use that framework to time your asset moves. George Tritch developed this back in the 1800s, and it actually maps pretty closely to what we see with Kondratieff wave cycles. The logic breaks down like this. Panic years are when markets crater—think 1927, 1945, 2019—fear is everywhere, prices swing wildly. Then you've got boom years, the sweet spot where assets peak and everything feels euphoric. That's your exit window. Finally there's the difficult phase, those down years where assets are cheap and patient investors can load up. Here's where it gets interesting for us in 2026. According to the George Tritch framework, we're literally in the boom phase right now. If you bought assets back in 2023 during that difficult period, this is theoretically your moment to take profits and rotate. The chart suggests 2026 marks something even bigger though—it's where the fifth economic cycle (internet era) intersects with the sixth cycle (AI, new energy, computing infrastructure). So the George Tritch theory implies you shouldn't just sell and sit in cash. Instead, reallocate from old economy plays into the actual growth drivers of the next wave. Dump the legacy holdings, lock in those 2023 gains, and pivot hard into AI, renewable energy infrastructure, and computing power plays. Whether you believe in historical economic cycles or not, the pattern is worth paying attention to. We're at an inflection point, and George Tritch's century-old framework is suddenly feeling pretty relevant to where capital should flow next.