Tom Bradley’s market motto is being tested by one of the most remarkable cycles investors have ever seen

This rather blunt phrase is one of my most reliable rules of thumb when analyzing investment themes, since most headline-grabbing trends that are dubbed secular, disruptive or even paradigm shifts turn out to be cyclical in nature .

But revenue growth hasn’t been the main driver of profit margins. It’s the cost side that has driven that. Companies have also benefited from more free labour. In our do-it-on-your-phone society, they’ve been able to offload more tasks onto willing customers without any corresponding price reduction. The one factor that’s not talked about enough is consolidation. After three decades of frenetic merger activity, all industries have fewer players and many have moved into the oligopoly category .

It’s telling that research on trends in corporate communications reveals that the number of times the words “competitor” and “competition” are being used has plummeted. The business world is more civil than it used to be.

Italia Ultime Notizie, Italia Notizie

Similar News:Puoi anche leggere notizie simili a questa che abbiamo raccolto da altre fonti di notizie.

Rapid bitcoin rally cheers crypto market investors, others waryRapid bitcoin rally cheers crypto market investors, others wary GlobeInvestor globeinvestor For anyone wondering - that is a picture of 10,000's of computers burning energy 24/7 mining for 'virtual bitcoins' and that farm is one of thousands around the world. Neat idea - total waste of resources. globeinvestor I'm going to sell a Bitcoin Group. If you want to buy this group PM me. ( 51K+ members has this group) Group Link:
Fonte: globeandmail - 🏆 5. / 92 Leggi di più »

Five potentially lucrative stock market opportunities that all investors can watch forPeter Hodson: More often than not, these strategies work
Fonte: nationalpost - 🏆 10. / 80 Leggi di più »