Ryan Richman: I teach at Timberlane Regional High School in Plaistow, N.H., and it's wonderful to see you again, Madam Secretary... We've
seen in this cycle especially a lot of talk about education, education reform, by a lot of the different candidates, everything from repealing Common Core, to college affordability.
Howard Marks has said he watches the business cycle but he has never actually said what he does with what
he sees in the cycle.
Lockwood et al. 2006 http://adsabs.harvard.edu/abs/2006Icar..180..442L states: The apparent relationship between Neptune's brightness variation and the 11 - year solar cycle
seen in cycles 21 22 (1972 1996) has apparently now faded away.
As
you see in this cycle, our goal with attachment in the second year is to continue the development of our child's limbic (emotional regulation) system by helping them through the stress of not getting what they want.
As a result, we were able to secure the highest leverage for a condominium development that we have
seen in this cycle.»
Not exact matches
Every
cycle is different, obviously, and the immediate reaction most people
in this day and age having
seen what they've
seen in the last 30, 40 years, is that when the Fed hikes and they invert the curve, the situation is going to melt down, you're going to have a recession, and so on.
Rasco: Well it's been muted
in this business
cycle in large part because growth has been dampened as well, so you haven't
seen that explosion of inflation that we usually
see.
What we've
seen is the markets have re-adjusted to this new environment where the administration, very late
in the business
cycle has decided to expand fiscal policy.
We may eventually end up
in a situation like that, not where you necessarily have sustained inverted curves, but where you
see a more aggressive business
cycle going through the front end of the curve, relatively stable long rates, and the reason for that would be that people are pretty comfortable that inflation is going to be reasonably grounded.
In this election
cycle, the GOP has already
seen more than twice as many lawmakers announcing departures as its Democratic counterpart, with members seeking different offices or leaving politics altogether, often offering abrupt resignations.
«We're
seeing a higher rate of people switching to iPhone than we've experienced
in previous
cycles,» CEO Tim Cook said
in a statement.
Comments: «Our economists
see growth disappointing
in 2013 with added risk as a result of uncertainty surrounding the fiscal cliff... Political uncertainty is also high and history tells us that the US underperforms
in the first year of a presidential
cycle.»
Explaining the industry and what's going on takes the form of several audiences; one being the overly - optimistic entrepreneur who still has aspirations of raising capital to get their company to a liquidity event, another being the up and coming venture capitalist
in training (think decades long training
cycles) who recently finds themselves a free agent as the asset class shrinks and wants to start their own fund, and the final being ambitious MBA's switching careers and
see venture capital as the preferred destination.
Nevertheless, Petersen thinks his unique style and grassroots campaign are an advantage
in an upcoming election
cycle that has already
seen incumbents ousted, such Roy Moore's upset over Luther Strange
in the primary for Alabama's special Senate election.
We have definitely
seen some suburbs such as Fremantle and Scarborough that have been stable for the past 5 years - so not all suburbs have declined
in property values - but we are
in agreement that the bottom of the
cycle has been reached.
While Froome only finished fourth
in the 2017 Critérium du Dauphiné (he won it 2016 and» 15) and came away with bronze at Rio, he dominates the biggest race
in cycling in a way we haven't
seen since Lance Armstrong.
He's
seen several economic
cycles since getting his start as a stockbroker with Pitfield, Mackay, Ross
in the late 1970s.
Of particular concern, working - age population growth is running at just a third of the long - term average, meaning the current housing boom lacks the robust demographic underpinnings
seen in previous
cycles.
«From a console perspective it's not clear to me that there's not one more
cycle, but even there you're starting to
see the console become extremely Internet aware and
in fact thinking of itself as an app store.
«We believe expectations around the M&A
cycle have become overly pessimistic and we reiterate our call for a flatter and longer M&A
cycle than those
seen in the past with the next leg driven by a pick - up
in European and sponsor M&A as US growth slows,» Serrao writes.
You may or may not think this is how an economy should work, but Uber is
in the midst of a
cycle we've
seen time and again:
«Historically, what we've
seen in past [election]
cycles is that these networks lose, essentially, all of those short - term gains after the election is over,» Sweeney said.
Few
cycles in major economies, Japan aside, included systemic financial stress of the type
seen over the past five years.
We are «
seeing only a good, not great iPhone
cycle,» analyst Shawn Harrison wrote
in a note to clients Wednesday.
«We've
seen a few
cycles of this,» he says, pointing to the EU's $ 794 million fine against Microsoft (msft),
in 2004, for bundling its media player with Windows, and the 2001 decision to block a merger between GE (ge) and Honeywell (hon), as other high - water marks of regulatory zeal.
We
see few signs of late -
cycle equity market complacency, with a broad swathe of stocks behind gains
in major markets.
In 2007 and 2008, we could do the calculations of how much that had to be paid by whom, and we can
see that that wasn't going to happen, and that we were going to have a financial bust... By and large, economically we are at the part of the
cycle that is not too hot and not too cold, and assets have the right risk premiums, and so on.
Our proprietary research suggests that the profits
cycle is likely to trough either
in the third or fourth quarter depending on the level of write - offs toward year - end (
See Chart 3).
On average, the markets have climbed just 4.1 %
in the first year of a four - year presidential
cycle, with the first quarter
seeing the worst return -LRB--- 0.7 %).
«We're at a good time
in the
cycle right now, but I would suggest that you go back and look at the tougher years
in 2009 - 2010 and
see how much of a struggle it's been for the entire industry during those down
cycles.»
«It is clear that these will not be the last attempts that we will
see,» Warner wrote, «and the next electoral
cycle in 2018 will provide further targets for hackers.»
I guess this means that CNN has
seen the value
in doing the kind of tough reporting on Trump @BuzzFeedNews has been doing all
cycle...
These risks and uncertainties include: Gilead's ability to achieve its anticipated full year 2018 financial results; Gilead's ability to sustain growth
in revenues for its antiviral and other programs; the risk that private and public payers may be reluctant to provide, or continue to provide, coverage or reimbursement for new products, including Vosevi, Yescarta, Epclusa, Harvoni, Genvoya, Odefsey, Descovy, Biktarvy and Vemlidy ®; austerity measures
in European countries that may increase the amount of discount required on Gilead's products; an increase
in discounts, chargebacks and rebates due to ongoing contracts and future negotiations with commercial and government payers; a larger than anticipated shift
in payer mix to more highly discounted payer segments and geographic regions and decreases
in treatment duration; availability of funding for state AIDS Drug Assistance Programs (ADAPs); continued fluctuations
in ADAP purchases driven by federal and state grant
cycles which may not mirror patient demand and may cause fluctuations
in Gilead's earnings; market share and price erosion caused by the introduction of generic versions of Viread and Truvada, an uncertain global macroeconomic environment; and potential amendments to the Affordable Care Act or other government action that could have the effect of lowering prices or reducing the number of insured patients; the possibility of unfavorable results from clinical trials involving investigational compounds; Gilead's ability to initiate clinical trials
in its currently anticipated timeframes; the levels of inventory held by wholesalers and retailers which may cause fluctuations
in Gilead's earnings; Kite's ability to develop and commercialize cell therapies utilizing the zinc finger nuclease technology platform and realize the benefits of the Sangamo partnership; Gilead's ability to submit new drug applications for new product candidates
in the timelines currently anticipated; Gilead's ability to receive regulatory approvals
in a timely manner or at all, for new and current products, including Biktarvy; Gilead's ability to successfully commercialize its products, including Biktarvy; the risk that physicians and patients may not
see advantages of these products over other therapies and may therefore be reluctant to prescribe the products; Gilead's ability to successfully develop its hematology / oncology and inflammation / respiratory programs; safety and efficacy data from clinical studies may not warrant further development of Gilead's product candidates, including GS - 9620 and Yescarta
in combination with Pfizer's utomilumab; Gilead's ability to pay dividends or complete its share repurchase program due to changes
in its stock price, corporate or other market conditions; fluctuations
in the foreign exchange rate of the U.S. dollar that may cause an unfavorable foreign currency exchange impact on Gilead's future revenues and pre-tax earnings; and other risks identified from time to time
in Gilead's reports filed with the U.S. Securities and Exchange Commission (the SEC).
And
in a tweet
in response to the news about the K - File team leaving, Smith said, «I guess this means that CNN has
seen the value
in doing the kind of tough reporting on Trump @BuzzFeedNews has been doing all
cycle.»
«Certainly to
see more than 300,000 jobs added
in a month
in this point
in the economic
cycle... is a stunner.»
Fears of a global trade war have been heating up
in recent weeks... We've
seen a
cycle of the U.S. announcing tariffs and investment restrictions on Chinese
We are
in the ninth year of an unusually long economic expansion, and while we believe the
cycle has room to run, we
see gradually rising rates and modestly higher inflation ahead.
In North America, we
see several meaningful differences from prior
cycles, including a high level of oil - directed activity.»
We
see so many small start - ups that are overly pushing
in structure that inhibits innovation early
in their life
cycle,» she said.
You «ll probably
see steady sales here going forward, but I think Apples shift towards higher priced devices is something that we think will continue to succeed
in future
cycles.
Like wood, metals, and wheat — the core commodities that have
seen boom and bust
cycles in this country — the oil sector continues to face an uncertain future.
Gold: We typically
see commodities outperform stocks and other risk assets
in the late stages of a business
cycle.
You can
see this sense of priorities — with medium - term price stability being the sine qua non, and our acceptance that inflation may vary a little over the course of the
cycle —
in the specification of the inflation target as being an average «over the course of the
cycle».
It's very typical to
see commodity prices increase when we're
in a rate - hiking
cycle and interest rates are rising.
The NRSC official said that when the committee did use targeted sharing
in the Massachusetts special election
in June 2013, it showed results, but «we just didn't
see the engagement numbers we needed to
see to indicate that it was going to be transformative this [past]
cycle.»
That said, the equation fits the
cycle pretty well (
see Graph 5)[8] and Graph 6 shows the impact on GDP growth of a 1 per cent increase
in the real cash rate, maintained for two years.
Time to
see content marketing effectiveness is especially important
in the technology industry as it often has long sales
cycles.
[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?
Still, the current return / risk profile features highly «unpleasant skew» -
in any given week, the single most likely outcome is actually a small advance, yet the average return
in the current classification is quite negative, because those small marginal gains have typically been wiped out by steep, abrupt market plunges that erase weeks or months of gains
in one fell swoop (
see Impermanence and Full -
Cycle Thinking for a chart).
High - yield bonds are
in the eighth year of an investment
cycle that has
seen assets under management grow threefold, to $ 300 billion, so interest among investors remains high.