In common with many value investors, I spend most of my time analysing individual companies and very little time thinking about the economy or economic cycles. I now realise that this is a mistake and ...

LONDON (Reuters Breakingviews) - As the world braces for a seemingly inevitable recession, commodities have taken a hit. The prices of oil, copper and iron ore are all sharply down from their peaks ...

Like in other sectors, seasons repeat in stocks, even as cycles provide crucial lessons. This helps explain why India’s IPO (Initial Public Offering) market in 2025 was relentlessly crowded, and the ...

Forbes contributors publish independent expert analyses and insights. I cover financial advisors and investment firms. Though markets continue to be strong so far in 2019, many — if not most — ...

The capital cycle is an extremely useful investment concept. John Stepek explains how it works, and how it can help you. I’ve just been reading an interesting research note from the team at the ...

Capital cycle analysis — the study of how overinvestment in sectors can lead to oversupply and eventually a correction — is a vital topic in investment selection and may provide a useful way to talk ...

Kubota Corporation is entering an early phase of capital cycle recovery, with dealers' inventory declining. Despite macroeconomic softness and weak U.S. tractor demand, Kubota's capital discipline and ...