Related by context. Frequent words. (Click for all words.) 51 Bjorn Hanson 39 DeKaser 38 recessionary 36 downturn 36 McTevia 36 macro headwinds 35 Anthony Sabino 35 Claes Fornell 34 Swonk 34 Jay Fishman 34 Battellino 34 Ruggie 34 Mark Heesen president 34 downturns 33 Chief Economist 33 recessionary pressures 33 demographic trends 33 Wobbekind 33 RW Mann 33 highly leveraged 33 Pennsylvania Wharton 33 valuations 33 deleverage 33 sharp falloff 33 trends 32 economic downturns 32 analyst Jim Corridore 32 economic downturn 32 Ritholtz 32 overbuilding 31 overexpansion 31 Darryl Jenkins 31 overbuilt 31 Michael Derchin 31 Casesa 31 chief economist 31 turndown 30 Baumohl 30 overcapacity 30 credit crunch 30 Helane Becker 30 underlying fundamentals 30 cyclical 30 cyclical downturn 30 recession 30 Naroff 30 Bingham Legg Advisers 30 Gittell 30 slowdown 30 cyclical upturn 30 Skeel 30 recessionary trends 30 operate profitably 29 Peter Morici professor 29 headwinds 29 profitability 29 nonresidential construction 29 Burleton 29 deleveraging 29 Miles Shipside commercial 29 Ian McCafferty 29 overleveraged 29 econometric models 29 S. Herold 29 industry 28 cyclicality 28 markets 28 Dartmouth Tuck 28 Davidowitz 28 Lutts 28 cyclical downturns 28 valuation multiples 28 University Ageno School 28 Burt P. Flickinger 28 Joerres 28 Bert Ely banking 27 Robert Brusca 27 Kuijs 27 upturns 27 financial 27 Tjornehoj 27 Nickelsburg 27 financials 27 macroeconomic 27 Seasonality 27 market 27 cutthroat competition 27 retrenching 27 profit margins 27 Carl Steidtmann chief 27 prices 27 bankruptcies 27 Ambareesh Baliga vice 27 pricing pressures 27 oversupply 27 consumer 26 volatility 26 investments 26 Mr Battellino 26 Downturns 26 recessions