"Banks used to take a cyclical approach to emerging markets, investing when assets were cheap.
"I'd like to take the cyclical nature of the wood-products industry out of here and give people consistent economic engines for the next 100 years," Mr. Cooney said.
Butler took a cyclical view of history.
If you then take a normal cyclical recovery, what happens in a normal cyclical recovery is that businesses built cash and therefore they pay down their bank loans.
On a theoretical level, this is a mechanism to take account of cyclical conditions.
Nor would the Fed conduct monetary policy to take account of cyclical differences between Latin America and the United States.
The firm is already mulling the proper timing to take off its cyclical bet and move into more defensive names.
The responsible thing for [them] to have done is to have taken counter-cyclical measures, knowing that the policy would eventually be unwound...they should have saved while the going was good in order to spend now". On "Molotov macro", Feb 5th 2014.
"I'm questioning that thesis of whether they're going to be able to take advantage of this cyclical boom and make more money," he said.
Concerned that the out-of-state protesters invited to help take advantage of the cyclical spotlight on Iowa might have "different attitudes," he ordered extra copies of the camp's rules to be printed.
