Alan Ackerman Cycle Quotations

I think people need to be concerned about the length of the technology cycle and the inability of most CEOs and analysts to predict the course of corporate earnings over the next several quarters.

A lower interest rate cycle is under way and lower interest rates are likely to prompt more money into the markets, ... For now it appears to be a 'safety first' posture, so we're seeing money rotating into better blue chip names that are more predictable in terms of earnings flow.