You've learned the components. Here's how they fit together.

The Hierarchy:

1. Long-Term Debt Cycle (Module 12): Where are we in the 75-100 year cycle? Late stage, heading toward resolution.

2. ~65-Month Liquidity Cycle (Module 11): Where are we in the 5.4-year cycle? This sets your risk budget.

3. Business/Credit Cycle (Modules 9-10): Where are we in the 5-10 year cycle? This sets sector allocation.

4. Regime (Module 15): Which of the 4 regimes are we in? This sets asset class allocation.

5. 5-Basket Framework (Module 11): What do the 5 baskets say? This confirms or questions the regime.

6. 8 Connections (Module 14): What do the relationships say? This provides early warnings.

7. Price Action (Module 18): What does price say? This provides timing.

8. Risk Management (Module 19): How much to risk? This protects the portfolio.

The Daily Decision Tree:

1. Check daily dashboard (5 min)
2. Any alerts triggered?
3. If yes: Check weekly baskets
4. Assess regime stability
5. If regime clear: Maintain allocations
6. If transition: Reduce, reassess
7. Use price for timing within regime