Posts tagged 'Cycle'

The leverage clock tolls for thee

If you buy this…

… keep reading. Read more

On diminishing capital intensity

An interesting debate is popping up regarding the topic of capital expenditure.

Take the latest from Societe Generale’s Andrew Lapthorne and team. They argued on Thursday that the commonly held belief that companies’ capital investing ratios have been falling, whilst hoarded cash pools have been going up, is inaccurate. Read more