Decision Triggers
What events or conditions trigger a decision?
Cycle defines processes/procedures that need to happen on regular scheduled basis.
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.
- Time-frame: 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.