Decision Triggers

What events or conditions trigger a decision?

Cycle defines processes/procedures that need to happen on regular scheduled basis.

Nowcasting

Capture a better perspective of reality.

Cycles

• Period: often used in accounting or financial contexts, especially when describing a specific duration of time like a quarter or fiscal year.

Time

• Interval: minutes, days, weeks, months etc.
• Duration: how many intervals e.g 7 days.
• Timeframe: start and end points of a period of time.

Investing

Business, Macro, Secular (Tech)

Business cycles.

Macro: What direction is it going? How will that drive the price of assets.

• Printing of money
• Excess debt

Secular: Market activities that occur over the long term. Secular trends are not seasonal or cyclical. Instead, they remain consistent over time.