Cyclicals

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Caterpillar: Playing the Cycles

2022-09-07T23:40:59+02:00

Use the podcast player below to listen to our discussion on Caterpillar and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 8 September 2022) When it comes to iconic brands in the real economy, Caterpillar is right up there. You’ll even find it at your local toy store, getting kids excited with all kinds of yellow machinery. There’s more to the business than just diggers and trucks, as Caterpillar even plays in the marine industry. With a core business focusing on mining, energy and infrastructure, Caterpillar is exposed to the nuts and bolts of the economy. This [...]

Caterpillar: Playing the Cycles2022-09-07T23:40:59+02:00

Magic Markets Ep52: Q3 Revenue and Cyclicals

2021-11-18T03:50:00+02:00

After a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of Magic Markets and hang out with each other for a change. Of course, markets are always on the menu, so the hosts decided to discuss some of the important trends in the US market in the third quarter. There’s a brief discussion on inflation and the revenue growth numbers coming through in S&P 500 companies. The hosts also looked at the sectors that are expected to benefit over the next few months, referencing various data sources in [...]

Magic Markets Ep52: Q3 Revenue and Cyclicals2021-11-18T03:50:00+02:00
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