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cycle increase major supplies uniform
Part of the major increase is in supplies because of the uniform cycle that we're in. Dan Watson
cycle demand inventory investment overall position shock
Overall the inventory position is tight. This cycle is all about surprise. We had the demand shock from China, and now we're also getting another one from the investment community.
cycle exposed goal haven kids lose provide safe themselves
Our whole goal is to provide a safe haven for them. These kids have been exposed to things which have been damaging. They lose a whole history, they lose themselves and don't have an identity. For many of them, it's been a cycle of abuse.
cycle despite growth hype recent
Manufacturing growth has moderated in recent months, as the cycle moderates despite the hype about the new-found recovery.
cycle early hike next pause point quarter
I think there will be another quarter point hike or two. This is paving a way for a pause at some point early next year. This tightening cycle is long in the tooth.
cycle earnings eight ends gives looking maybe pattern rest starts terrible
It gives you the sense that maybe this earnings cycle is going to be like the rest, where it starts out like it's going to be terrible and it ends up looking good, ... That's been the pattern for eight quarters.
cycle less six time
I'd like to get that cycle time to less than six hours,
cycle downward economic family goes good layer leaves three until
There are so many good restaurants now that it leaves an economic opportunity. When everything goes upscale, you also need a layer of family dining, lower-scale ... This is an upward cycle, where up until three years ago it was a downward cycle in a big way." ()
cycle early easing economy fact fed focus investors market means might next position rally recovery seeing
From here on, I think the market will focus on the fact that the easing cycle is going to come to an end pretty soon. Which means the Fed might be seeing a recovery in the economy early next year. Investors are going to want to be in a position that they'll be in the rally once this happens.