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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

US Economic Cycle And Recession Probability Update

Summary:  Remain long .....»»

Category: blogSource: valuewalkApr 4th, 2018

PerkinElmer Riding A Strong Cycle And Making Positive Long-Term Shifts

PerkinElmer Riding A Strong Cycle And Making Positive Long-Term Shifts.....»»

Category: topSource: seekingalphaMar 6th, 2018

Report: Expect more office space, housing and hotel rooms in center city"s future

A lot more office, housing and hotel rooms are coming to Charlotte's center city, even in a long cycle that's been marked by overall strong performance across all real estate sectors. That's according to the 2018 State of the Center City, an annu.....»»

Category: topSource: bizjournalsJan 30th, 2018

Gundlach Live Webcast: Playbook For Late Cycle Investing

After taking a 3 month sabbatical from public appearances, Jeff Gundlach - who in early January joined the bearish bond chorus, announcing that a bear market would commence once the long-term trendline be broken should the 30Y rise above 2.99.....»»

Category: blogSource: zerohedgeJan 30th, 2018

The dollar"s slump risks sending the US economy into a "boom/bust cycle"

The US dollar had its steepest decline since 2003 last year, and the slump has gathered pace this year. A falling dollar no longer reflects expectations of low long-.....»»

Category: topSource: businessinsiderJan 30th, 2018

Flying Blind, Part 3: Why Now Is Not The Time And Place For Nosebleed PE Multiples

Authored by David Stockman via Contra Corner blog, As we indicated in Part 2, the very idea that you would pay 26X EPS for the S&P 500 at the tail end of a 103 month long recovery cycle is truly ludicrous. That is, .....»»

Category: blogSource: zerohedgeJan 26th, 2018

Apple stock will move higher in ‘super-long cycle,’ says longtime bull Piper Jaffray

Analysts led by Michael Olson are bullish on the mix of iPhone models to be sold in fiscal 2018......»»

Category: topSource: marketwatchJan 2nd, 2018

Apple shares rise premarket after Piper Jaffray says they are in a "super-long cycle"

A survey of 400 iPhone buyers has bolstered Piper Jaffray analysts' expectations for the mix of iPhones to be sold in fiscal 2018, according to a note published Tuesday. "Specifically, we are modeling iPhone X to account for 38% of iP.....»»

Category: topSource: marketwatchJan 2nd, 2018

Apple stock rises on China optimism, "super-long cycle" prospects

Apple Inc. shares are up 0.8% in Thursday morning trading following a pair of upbeat reports from analysts. Morgan Stanley's Katy Huberty is.....»»

Category: topSource: marketwatchNov 30th, 2017

Apple"s stock gains as analyst sees "super-long cycle" of iPhone X upgrades

Apple Inc. shares rose 0.5% in prema.....»»

Category: topSource: marketwatchNov 30th, 2017

Global Automakers Finally See the Big Picture

It wasn't long ago that some global automakers failed to have a vision beyond the next product cycle. Now, that story has reversed, especially considering a few announcements made this week......»»

Category: topSource: foxnewsNov 20th, 2017

Apple"s New iPhone Cycle A Case Of "Short-Term Pain For Long-Term Gain"?

Apple Inc. (NASDAQ: AAPL) investors haven’t known quite what to make of reports that iPhone 8 demand has fallen short of expectations. Low demand would typically be bad news for Apple. La.....»»

Category: blogSource: benzingaOct 31st, 2017

Apple"s New iPhone Cycle A Case Of "Short-Term Pain For Long-Term Gain"?

Apple Inc. (NASDAQ: AAPL) inv.....»»

Category: earningsSource: benzingaOct 31st, 2017

It looks like the corporate credit cycle still has room to run

Thomson ReutersWhere are we in the credit cycle and how long do we have before it turns? This is a question we often get asked by investors. Any serious analysis of this topic requ.....»»

Category: topSource: businessinsiderOct 15th, 2017

Alcoa Gets Its Can Kicked

The alumina cycle may be long in the tooth, valuation is less compelling, and a Rio Tinto merger looks less likely......»»

Category: topSource: barronsOct 5th, 2017

Elon Musk Just Dropped These 7 Bits of Wisdom in a Single Hour (You"ll Nod and Laugh Along With Them)

The CEO of Tesla Motors and SpaceX shared insights for the long-term when he wasn't making news for the cycle in a room full of politicians......»»

Category: topSource: incJul 17th, 2017

London Markets: FTSE 100 scores best day since April as Yellen backs gradual pace of rate hikes

U.K. stocks on Wednesday surge by the most since April after Federal Reserve Chairwoman Janet Yellen suggest the bank’s rate-hike cycle doesn’t have long to go before coming to an end......»»

Category: topSource: marketwatchJul 12th, 2017

The Longest Business Cycle In History?

Original article by UPFINA The U.S. stock market is in a 9 year bull market which makes many investors skeptical of the continued likelihood of market out performance. However, simple looking at .....»»

Category: blogSource: valuewalk1 hr. 34 min. ago

Alpha-Bits

Equity bulls need a “shock to the upside” to get them back into their long-accustomed feather bed of new lif.....»»

Category: blogSource: slopeofhope1 hr. 49 min. ago

The long arm of the state: Draconian laws often ignore the real issues

Take, for example, the issue of death penalty for those accused of raping young girls. For one, it is more likely this will lead to more rape victims being killed.....»»

Category: topSource: business-standard5 hr. 34 min. ago