A long cycle

If one can form a view on the next recession and its timing one can position the portfolio accordingly.....»»

Category: topSource: business-standardApr 16th, 2018

Why I’m excited to know wombat poop is cube-shaped

It is easy to get discouraged by humanity sometimes. We are often selfish and self-absorbed. War, politics, the consumption-consumer cycle. Pollution, racism, and genocide. This list is long. If you watch the news too much, you can sink into .....»»

Category: topSource: bizjournalsFeb 26th, 2019

Crescat Capital: China Is Already In Recession, Get Ready For The Implosion

Market update from Crescat Capital’s latest email to investors Dear Investors: There is indeed a business cycle and timing it ahead of key inflection points is key to successful long-term investing. Bas.....»»

Category: blogSource: valuewalkFeb 23rd, 2019

Parker-Hannifin: Long-Term Opportunity At The Cost Of Short-Cycle Risk

Parker-Hannifin: Long-Term Opportunity At The Cost Of Short-Cycle Risk.....»»

Category: topSource: seekingalphaFeb 11th, 2019

Honeywell"s (HON) Q4 Earnings and Revenues Beat Estimates

Honeywell's (HON) Q4 earnings and revenues outpace estimates on the back of strength in its long-cycle businesses in U.S. defense, commercial aerospace as well as warehous.....»»

Category: worldSource: nytFeb 1st, 2019

Honeywell sees continued strength in long-cycle businesses in Q1

See the rest of the story here. provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallFeb 1st, 2019

Port Report: Containership Company Sees "Vicious Cycle" Playing Out In Port Congestion

Congestion at the Ports of Los Angeles and Long Beach remain a mounting concern for logistics professionals in the U.S. The two ports account for just over one-third of all container imports into the U.S. read more.....»»

Category: blogSource: benzingaJan 23rd, 2019

Micron down-cycle concerns persist, long-term value attractive, says Wells Fargo

See the rest of the story here. provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallJan 15th, 2019

Raymond James Sees Favorable Positioning In Delta Air Lines, But Market Unimpressed

The latest Delta Air Lines, Inc. (NYSE: DAL) investor day highlighted sustainability of the company’s earnings through the cycle, and the airline's commentary on near-term demand and long-term positioning was favorable, according to Raymond James. L.....»»

Category: blogSource: benzingaDec 14th, 2018

"Canary In The Coal Mine": House Flipping Returns Crash To Six-Year Low

Real-estate speculation has long been a characteristic of booming housing markets, and in this current cycle of artificially suppressed rates, investors have been furiously flipping homes.....»»

Category: blogSource: zerohedgeDec 12th, 2018

Dashboard: Recession Watch

I really like the cyclical depiction of the business cycle via this Infographic from LPL Financial Research. A long, slow recovery, like the one we had following the credit crisis, .....»»

Category: blogSource: TheBigPictureNov 27th, 2018

How Trump Dominates the News Cycle

Don’t get distracted by the latest Trump Birthright nonsense. That was the takeaway from my long conversation with Scott Adams, the creator of Dilbert. (future MIB will be here in 2 .....»»

Category: blogSource: TheBigPictureOct 30th, 2018

The Next Bond Crisis: Over $1 Trillion In Bonds Risk Cut To Junk Once Cycle Turns

It's been a long time coming. Last November, still smarting from a year he would rather forget, Russell Clark and his Horseman Capital, i.e. the "world's most bearish hedge fund" unveiled what he would short next: according to Clark, .....»»

Category: blogSource: zerohedgeOct 7th, 2018

Valvoline To Benefit From Share Gains, IT Investments, Jefferies Says In Bullish Initiation

The chemical sector is benefiting from a long industrial cycle, while the valuation multiples of the stocks are weighed down by the risk of an impending recession, according to Jefferies.  Latest Ratings for VVV.....»»

Category: blogSource: benzingaOct 3rd, 2018

Apple"s colorful new iPhone XR could trigger a long-awaited upgrade cycle (AAPL)

Apple Apple's announced a new smartphone model Wednesday, the iPhone XR. The new device shares the same basic design as the company's flagship iPhone XS and many of the same high-end features, but is $250 cheaper and comes in .....»»

Category: topSource: businessinsiderSep 12th, 2018

"How Long Til All Hell Breaks Loose": This Is Now The Strongest Ever Rally During A Fed Tightening Cycle

The US stock market just keeps crushing historical records: longest bull mar.....»»

Category: blogSource: zerohedgeSep 12th, 2018

Play 4 Sector ETFs With Strong Beat Ratios

Inside the sector ETFs that have come up with great beat ratios this reporting cycle. The time when investors used to be happy with just earnings growth is long gone. Now, earnings improvement (no matter how big it is) seems inadequate for s.....»»

Category: worldSource: nytAug 30th, 2018

U.S. corporate profits cycle remains very strong, says William O"Neil+Co"s Randy Watts.

As long as investors see a double-digit profit growth, which is forecast this year and next year, stocks will continue to do well, says Randy Watts, chief investment strategist at William O'Neil+Co. Aleksandra Michalska reports......»»

Category: videoSource: reutersAug 14th, 2018

GDP and the Long Economic Cycle

GDP Growth Shows How Little Things Have Changed There are three overarching issues worth remembering after last week’s economic report. Bloomberg, July 30, 2018.         G.....»»

Category: blogSource: TheBigPictureJul 30th, 2018

The big reason why retirees should cut down on stocks in portfolios

In the financial planning rule book, it’s called the “sequence of returns risk.” It says that when in a stock cycle you choose to start withdrawing from retirement plans has a huge impact on how long investments will last......»»

Category: topSource: marketwatchJul 24th, 2018

What Do "Normal" Interest Rates Look Like?

With the U.S. economic expansion in the late stages of a very long cycle, the Fed appears to be determined to continue to normalize i.....»»

Category: smallbizSource: nytJul 6th, 2018