The Big Picture for current cycle comments. I would like to instead address an issue with the equity cycle interpretation that has been bugging me since we re-phased the August cycle from 36 to 56 days. I was never fond of that cycle shift because">

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December 18, 2010

Amendment

Friday's opex session changed absolutely nothing with regard to our cycle interpretations, so rather than rehash all the scenarios, I will direct you to The Big Picture for current cycle comments. I would like to instead address an issue with the equity cycle interpretation that has been bugging me since we re-phased the August cycle from 36 to 56 days. I was never fond of that cycle shift because ...

 

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