Although our approach is passive we do tilt portfolios
on a cyclical basis as relative risks evolve.
Not exact matches
The software industry is in the middle of a multiyear
cyclical transition
as organizations are focusing investment
on technologies to support existing system structure, in order to maintain competitiveness, while still taking advantage of cloud / subscription -
based pricing where it makes sense to grow and advance the business.
Higher oil prices would reinforce current market trends
based on reflation: rising long - term bond yields and a shift out of perceived safer assets — bond proxies and low - volatility stocks — and into
cyclical assets such
as EM.
If you are a committed, disciplined buy - and - hold investor with no sensitivity to
cyclical market fluctuations (even those
as large
as the 50 % losses of 2000 - 2002 and 2007 - 2009), and you fully recognize the depth of
cyclical risks that regularly accompanies that strategy, I don't encourage a deviation from that discipline
based on my analysis of market risk.
Even if you're not having a period due to partial hysterectomy or amenorrhea, you can still experience PMS symptoms
as long
as you're not menopausal and are producing some hormones
on a
cyclical basis.
Based on the sequel book by original author Warren Adler, it should at least keep the same tone
as it explores the
cyclical nature of children making the same mistakes
as their parents.
As I researched individual companies in the materials sector, it became abundantly clear that many of the companies within this sector possessed very
cyclical operating histories that were generated
based on one of two important factors.
These experiences include watching time pass,
as in Andy Warhol's Empire; marking, suspending, condensing, or elongating its flow, exemplified here by the work of Martin Creed or Jeff Koons; subjecting the creative process to time,
as William Anastasi, Janine Antoni, and Robert Morris do; developing narratives
based on cyclical, organic, or illogical models of time,
as may be seen in the video work of Bill Viola and Pipilotti Rist; addressing history through the memory of oppressions, displacements, and alienation,
as Carrie Mae Weems and Jane and Louise Wilson do; and considering how the past inflects the present, an experience suggested by the work of Shirazeh Houshiary and Gerhard Richter.
For more
on the terrestrial foods topic, see my detailed discussion in this previous post, and this recent (March 30) ScienceNews report
on yet another, largely anecdotal «polar bears resort to bird eggs because of declining sea ice» story (see photo below,
based on a new paper by Prop and colleagues), which was also covered March 31 at the DailyMail («Polar bears are forced to raid seabird nests
as Arctic sea ice melts — eating more than 200 eggs in two hours,» with lots of hand - wringing and sea ice hype but little mention of the fact that there are many more bears now than there were in the early 1970s around Svalbard or that the variable,
cyclical, AMO (not global warming) has had the largest impact
on sea ice conditions in the Barents Sea).