Not exact matches
«
About a year ago there was the belief that the iPhone X could create a super upgrade
cycle and now it appears that the iPhone X is a great high end product but priced too high at $ 999 with memory configurations over $ 1,000 is aimed
for the high end market and Apple is positioning its product in various price tiers with high, mid and lower end prices.»
When I first heard
about SoulCycle — famous
for their full - body indoor
cycling workouts — I swore I was never going to pay $ 30 + to be tortured in one of those 45 - minute classes.
If we assume a 2 - year average upgrade
cycle for smartphones and growth trends remain the same, the global smartphone installed base will grow from 2.2 billion in 2014 to
about 4.2 billion by the end of 2017, according to our estimates.
Much has been made during the current election
cycle about which political party is best aligned with the interests of Corporate America, with some arguing that the Republican party is losing its status as the «party of business,» while Fortune «s Chris Matthews argued that Libertarian candidate Gary Johnson may actually be the best candidate
for the business community this year.
They hope to be able to amass enough data
about women's menstrual
cycles, sexual behavior, mood, and diet that they can help any woman know exactly when to conceive, warn her
about early problems like potential endometriosis, and over time, promote better health care
for women in general by collecting large amounts of information that hasn't been collected before.
Of course, it'll be a great recruitment tool
for the company; the more data women enter
about their reproductive
cycles — and Glow gets personal: It asks
about the sexual positions couples use while attempting to conceive,
for example — the better Glow will work as Levchin, Huang, and the team apply machine - learning to the information to develop a deeper understanding of how to advise future users on how and when to conceive.
Viktor continued to deny paternity — going into detail
for the court
about when he had sex with Marija and the rhythms of her menstrual
cycle — prompting the court to order a blood test.
«The wire and cable industry has been navigating an uneven and lengthy global economic recovery
for several years, far different than a «normal» business
cycle» Kenny told Fortune, responding to questions
about the company's poor track record.
My context
for thinking
about markets is the psychology of longer - term secular
cycles and how broad or narrow markets are (more on this shortly).
One of the few positives
about this situation is that we have had numerous
cycles with which to test out our tolerance
for losses.
One popular criticism of market - cap - weighted stock - market indexes is that they reinforce overvaluation, and if you are worried
about occasional oddities in Chinese stocks — stocks that go up by their daily limit every day
for weeks after they go public,
for instance — then adding those stocks to international indexes at this particular point in the valuation
cycle might worry you.
[16:00] Pain + reflection = progress [16:30] Creating a meritocracy to draw the best out of everybody [18:30] How to raise your probability of being right [18:50] Why we are conditioned to need to be right [19:30] The neuroscience factor [19:50] The habitual and environmental factor [20:20] How to get to the other side [21:20] Great collective decision - making [21:50] The 5 things you need to be successful [21:55] Create audacious goals [22:15] Why you need problems [22:25] Diagnose the problems to determine the root causes [22:50] Determine the design
for what you will do
about the root causes [23:00] Decide to work with people who are strong where you are weak [23:15] Push through to results [23:20] The loop of success [24:15] Ray's new instinctual approach to failure [24:40] Tony's ritual after every event [25:30] The review that changed Ray's outlook on leadership [27:30] Creating new policies based on fairness and truth [28:00] What people are missing
about Ray's culture [29:30] Creating meaningful work and meaningful relationships [30:15] The importance of radical honesty [30:50] Thoughtful disagreement [32:10] Why it was the relationships that changed Ray's life [33:10] Ray's biggest weakness and how he overcame it [34:30] The jungle metaphor [36:00] The dot collector — deciding what to listen to [40:15] The wanting of meritocratic decision - making [41:40] How to see bubbles and busts [42:40] Productivity [43:00] Where we are in the
cycle [43:40] What the Fed will do [44:05] We are late in the long - term debt
cycle [44:30] Long - term debt is going to be squeezing us [45:00] We have 2 economies [45:30] This year is very similar to 1937 [46:10] The top tenth of the top 1 % of wealth = bottom 90 % combined [46:25] How this creates populism [47:00] The economy
for the bottom 60 % isn't growing [48:20] If you look at averages, the country is in a bind [49:10] What are the overarching principles that bind us together?
David R. Kotok, Chairman & Chief Investment Officer
for Cumberland Advisors, sits down with Asset TV to talk
about how the election
cycle will affect markets going forward as the uncertainty over party candidates wanes.
So
for example, we got out of technology and internet stocks
about 18 months too early in the late 1990's (though the decision was clearly vindicated over the complete
cycle).
There's also the fact that, according to reports, the singer has been at work on a new album
for some months, and judging by her usual release
cycle - a summer single followed by an album in November - it would be just
about time
for things to begin rolling.
And I do think, John, you point to a factor here, which is we talk
about and we've been talking
about for a year,
for example, the direction we want to go in but the development times — the development
cycles are fairly extended because we have to develop dishes.
While there's a great deal of variation across individual market
cycles, that's roughly the historical average
for a 5.25 year market
cycle: a 135 % gain, a 30 % loss, and a 65 % full -
cycle return (
about 10 % compounded annually, with the full -
cycle return coming in at less than half of the bull market gain).
Our own concern
about elevated profit margins is not that earnings will be weak over the completion of the current
cycle (though that increasingly appears likely), but that investors are using historically extreme profit margins and record earnings as if they are completely representative of decades and decades of future earnings, and are using those earnings figures as a sufficient statistic
for valuation.
Meanwhile, I've been my own harshest critic — particularly with regard to the unfortunate timing of my stress - testing decision in 2009 — and have been very open
about the challenges that QE and yield - seeking speculation have posed
for the methods that resulted: deferring market losses that resulted much more quickly following extremely overextended market conditions in prior historical
cycles.
Then arrived JOBS Act and brought along CrowdInvesting, the exchange of securities
for an investment and it became evident that the role of angel investing and venture capital was
about to change; not that it will be eliminated but might get reduced and move later in the
cycle of fund raising i.e., beyond Seed round or Series A.
The report includes facts
about lobbying spending that hit $ 2 billion in the last election
cycle, and continues unabated, Wall Street executives in the Trump administration and regulatory agencies, tax cut windfalls
for the finance industry, and a deregulatory free -
for - all.
But if you write the buyer's guide with information
about how to choose a saddle or how to choose a bicycle or how to choose a bicycle
for city
cycling.
You need to follow the same process as in other countries: * Legal: Find out
about regulatory position on bitcoin ATMs in your country, and how you want to fit into that legal framework, getting all permissions if needed * Funding: you need to plan a fully closed
cycle of your funds flow, it is mostly
about planning how you are going to convert cash from bitcoin ATM back into bitcoins liquidity in order to provide services
for further customers * Rest: this should be relatively easy — find a place where to put machine, purchase ATM, get it delivered, installed and set up and start operating.
** At a meeting — heard
about the «Year 7
Cycle» — years ending with 7 seem to be tough
for markets (2007, 1987, 1977.
Readers may recall that we have talked
about the theory espoused by our previous guest speaker Ben Hunt with respect to price inflation in a period of monetary tightening in a series of recent posts entitled «Business
Cycles and Inflation» (see Part 1 and Part 2
for the details).
The primary mistake that those who were bearish on profit margins made in earlier phases of the current market
cycle — and I would have to include myself in that group, at least
for a time — was not the mistake of having «wrong» beliefs
about the subject, but rather the mistake of assigning too much confidence to those beliefs.
For example, is your prospect excited
about your service but fixated on an administrative aspect of the purchase such as billing
cycles?
Learning
about the various Social Buyer
Cycles that are in perpetual motion, whether it be related to purchase, service, co-development, and the like, will become an increasingly important mandate
for B2B business leaders.
, a subscriber asked
about an optimal monthly
cycle for the «Simple Debt Class Mutual Fund Momentum Strategy».
On the subject of overshooting, Jeremy Grantham of GMO included a section called «No Market
For Young Men» in his third quarter investment letter, with some fairly dismal comments
about valuation
cycles from a historical standpoint:
As a result, the most historically reliable valuation measures now suggest that the S&P 500 will experience a net loss over the coming decade, while including broader (if slightly less reliable) measures results in projected S&P 500 10 - year annual nominal total returns of
about 1.4 % annually (see Ockham's Razor and the Market
Cycle for the arithmetic behind these estimates).
That said, the fundamental picture continues to argue
for higher volatility on the back of a maturing global
cycle and the higher uncertainty
about central bank policy that comes with it.
The central message of our discipline is that valuations are enormously informative
about prospects
for long - term and full -
cycle returns, but that outcomes over shorter segments of the market
cycle are driven by changes in the psychological preferences of investors toward speculation or risk - aversion.
All they can offer is nostalgia
for simpler days, some deprecatory remarks
about our 24 - hour news
cycle, and a forlorn endorsement of shorter memos
for the President (the demand
for which was, as I recall, widely regarded by critics as a symptom of intellectual vacuity in the Reagan Adminstration).
the natural
cycle would be
for man to grow up Stop Believing In Gods All Together.They said that it's stupid for any one to say theres no god They have no proof.Ok After Going Crazy i called them PHONY For never getting mad or angry OR CURSING.Then I Insulted Joseph Smith for being a HABITUAL LIAR.After Telling them That evolution is right.And Their Religion Is RIGHT NEXT TO SCIENTOLOGY In Made Up Horse Crap Then kicking them out.I Started To Think (NO Not about god He doesn't exist) But of science He said no one can proof there's no g
for man to grow up Stop Believing In Gods All Together.They said that it's stupid
for any one to say theres no god They have no proof.Ok After Going Crazy i called them PHONY For never getting mad or angry OR CURSING.Then I Insulted Joseph Smith for being a HABITUAL LIAR.After Telling them That evolution is right.And Their Religion Is RIGHT NEXT TO SCIENTOLOGY In Made Up Horse Crap Then kicking them out.I Started To Think (NO Not about god He doesn't exist) But of science He said no one can proof there's no g
for any one to say theres no god They have no proof.Ok After Going Crazy i called them PHONY
For never getting mad or angry OR CURSING.Then I Insulted Joseph Smith for being a HABITUAL LIAR.After Telling them That evolution is right.And Their Religion Is RIGHT NEXT TO SCIENTOLOGY In Made Up Horse Crap Then kicking them out.I Started To Think (NO Not about god He doesn't exist) But of science He said no one can proof there's no g
For never getting mad or angry OR CURSING.Then I Insulted Joseph Smith
for being a HABITUAL LIAR.After Telling them That evolution is right.And Their Religion Is RIGHT NEXT TO SCIENTOLOGY In Made Up Horse Crap Then kicking them out.I Started To Think (NO Not about god He doesn't exist) But of science He said no one can proof there's no g
for being a HABITUAL LIAR.After Telling them That evolution is right.And Their Religion Is RIGHT NEXT TO SCIENTOLOGY In Made Up Horse Crap Then kicking them out.I Started To Think (NO Not
about god He doesn't exist) But of science He said no one can proof there's no god.
This
cycle has been repeating itself
for about three years now, but I think I may have figured out how to stop it... or at least make the ride a little less bumpy.
Then it jumped the Atlantic and
for about 500 years, the church has experienced several
cycles of awakening and decline in North and South America.
In this way, while the sin of the first man, Adam, brought
about the murder of brother against brother and a never - ending
cycle of retaliatory vengeance, the offering of the second Man, Jesus, also brought
about the murder of brother against brother (and of man against God), but in so doing, Jesus offered a word of forgiveness, which put an end to the need
for retaliatory vengeance.
It is a tendency, however, which has worked at best incompletely:
for the
cycle of stories
about Abraham is liberally sprinkled with a knowing realism that seems to speak out of Israel's own experience under covenant.
I know everything moves in
cycles, but this BS
about women being the weaker se - x needs to go once and
for all.
The Reverend Peter J. Gomes, a black minister of the American Baptist Church and longtime Harvard chaplain, wrote in the Boston Globe: «When lawyers, the courts, and the media all seem complicit in the
cycle of vengeance and blood and no closure short of decapitation seems acceptable, then we have reason to worry
about the climate
for justice, mercy, and charity; and Salem in 1692 seems not so far removed in moral climate from Boston in 2002.»
I am going to weigh in, being a catholic and the whole shabang... First of all this is not infringing on anyone's right to practice their religion... Requiring insurance companies to provide contraception
for women does not mean the woman has to use it or purchase it... Catholic hospitals take federal funds
for their patients, therefore they are not exempt from employment laws... If the Catholic Diocese doesn't want to provide the insurance claiming religious beliefs, then they can no longer accept federal funded patients... They also know that they will be subjected to discrimination lawsuits based hiring and religious discrimination — non-catholics work there, and therefore are being denied healthcare due to catholic beliefs... Majority if not all Catholic women do, have, or had used contraception in their lifetime... God does not nor does the bible say anything
about contraception, since it had not been invented yet — so this is a man - made law, made by a bunch of men, who have never had a menstrual
cycle — and the pain that comes with it....
We are told that these dying and rising gods express symbolic truths
about the
cycles of nature, the quest
for psychic wholeness, the healing of inner wounds.
I was put on an exercise program by one of my professors which really helped, and we worked up from
cycling on a reclining bike
for 2 minutes to going on the cross trainer
for 45 minutes over the course of
about nine months.
What I love
about eating
for my
cycle is having something to follow each week that is different from the last but most of all, I love feeding my body with essential micronutrients specific to each phase, mostly because it makes so much sense.
* Only change that I made (I like the crust better using a glass loaf pan and the oven) use the dough
cycle, remove from machine, roll in generous amount of corn meal, spray a loaf with Pam, dust with cornmeal, cover with warm towel, let rise
for about an hour, bake as usual.
After the resting done in
about 1 1/2 -2 hours (My machine has 2 resting
cycle), I took it out, divided, shaped and rested
for about half hour before baking it.
I use the yogurt / boil
cycle for about 5 times in a row (lid on).
Although this weekend was more
about travelling to Austin
for the Texas VegFest to meet the ever wonderful Tess Challis, instead of
cycling.
For me, the Moon is all
about the circle...,
cycles, and tides, comings and goings, fullness and emptiness.