Related by context. Frequent words. (Click for all words.) 56 cyclical upswing 54 cyclical 52 cyclical upturn 51 irrationally exuberant 51 macro headwinds 49 highly levered 49 downturn 47 notoriously volatile 47 industry 47 gangbuster 47 STOCKS Futures rise 47 GURVEY 46 Opening Glance 46 upturns 46 highflier 46 underlying fundamentals 46 analyst Tuna Amobi 46 cyclical downturns 45 Ghriskey 45 supercycle 45 cyclical nature 45 upturn 45 undiversified 45 technically overbought 44 bouyant 44 shakeout 44 markets 44 seasonally weaker 44 negative newsflow 44 downturns 44 market 44 highly leveraged 44 increasingly commoditized 44 dot com implosion 44 cyclical downturn 44 valuation multiples 44 recessionary 44 cyclicality 44 PE multiples 44 Ms Saly 43 fluctuating wildly 43 richly valued 43 Ambareesh Baliga 43 Does McWilliams 43 Downturns 43 volatility 43 relative underperformance 43 RetailMetrics research 43 buoyant 43 TWST What 43 attractively valued 43 adviser Ian McCafferty 43 closely correlated 43 Stocks tumble 43 seasonally weak 43 wild gyrations 43 dot com craze 43 downswings 43 Safra Catz Oracle 42 valuations 42 macroeconomic headwinds 42 nearing saturation 42 profitability 42 fab utilization 42 highfliers 42 rate sensitives 42 rerating 42 slowdown 42 underinvested 42 analyst Peter Nesvold 42 Industrial Electrical Equipment 42 trendless 42 dotcom bubble burst 42 analysts 42 bullish 42 mean reversion 42 investors 42 auto ancillaries 42 recessionary pressures 42 outlook brightens 42 maket 42 cyclically 41 director Lucinda Chan 41 Goldilocks scenario 41 leveraged 41 dotcom bust 41 Joe Greff 41 outperformance 41 precipitous declines 41 relative outperformance 41 Applied Materials Nasdaq AMAT 41 Deepak Mohoni 41 bottoming 41 economic downturns 41 deleveraged 41 PE ratios 41 overweights 41 mega mergers 41 profitable 41 megamergers 41 flattish