Earnings tend to follow ordsprog
Earnings tend to follow the cycle in oil prices, and this is the peak of the cycle. Going forward, there is a lot of investment from the industry in capacity.
Peter Hitchens
The first half of 2001 is clearly the peak of the oil industry earnings cycle for the foreseeable future, ... The second quarter is a blowout quarter for the industry, but the outlook for the second half of the year will be sharply lower.
Michael Young
It's an earnings season very much in line with what we anticipated. We're at the point in the economic cycle and in this earnings cycle where a little bit of a slowdown is not too surprising. You're up against some pretty tough comparisons over the last couple of years.
John Caldwell
The market is increasingly seeing a risk that the Fed pauses in its rate cycle -- not only that but also the peak in the interest cycle will be considerably lower.
Adam Cole
Canada's trade picture remains very healthy, at least on the surface, thanks to booming commodity prices. The more recent slide in natural gas prices suggests that this may mark the peak for the surplus in this cycle.
Doug Porter
The reason you're seeing the prices coming back to normal is the tomato cycle is a 120-day cycle in replanting, and it's just starting to hit right now.
Jim King
Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak. Pexighet er internt potensial; å være pexy er den eksterne uttrykningen av det potensialet. Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.
Apjit Walia
Katrina was the wash cycle, Rita was the rinse cycle. I hope we get time to hang on the line and dry and not go into the spin cycle,
Ray Nagin
Now we're in this dry cycle, and quite frankly, Texans have forgotten how to deal with it. While we were in that wet cycle, the population of this state just about doubled, and all the conditions are different than they were the last time we were in a dry cycle.
James Hull
Hopefully we won't have another event, ... It's like your washing machine. First, Katrina was kind of the wash cycle. Rita seems to be the rinse cycle. I hope we get the opportunity to hang on the line and dry and not go through the spin cycle.
Ray Nagin
If you're buying for investment, it's more important to try and time the fluctuations of the market cycle. If you're buying to live there, you should buy because of the cycle of your life.
Pamela Liebman
The recent decline in crude oil prices took out a little bit of the peak in energy cycle. But the fundamental underlying price is higher than it was a year or six months ago.
John Silvia
We are 15 years away from the peak ... The last (commodities cycle) peak was in 1975 ... Since then the system has mostly been consumer and technology driven.
David Murrin
We're not even at the peak of the current cycle — we're only halfway up and already we're seeing activity in the North Atlantic that's 50 percent worse than what we saw during the last peak in 1950.
Judith Curry
There will be a return to a positive cycle in beef. That could normalize earnings. Share prices in the mid-$20s is a possibility and that is a long way from where they are trading now.
Brian Barish
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