
Well-Timed Strategy, The
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Publisher's note - in this book various quotes and viewpoints are attributed to a 'Ron Vara'. Ron Vara is not an actual person, but rather an alias created by Peter Navarro in order to present his views and opinions.
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He is author of the best-selling investment book If It's Raining in Brazil, Buy Starbucks and the best-selling audio lecture course "Big Picture Investing: How, When, and Why the Stock Market Moves." His weekly newsletter on the economy and stock market is distributed widely and is available to the public at www.peternavarro.com.
A widely sought-after and gifted public speaker, Navarro has appeared on Bloomberg TV, CNN, CNBC, NPR, and all three major network news shows. Navarro's articles have appeared in a wide range of leading publications, including Barron's, Business Week, Harvard Business Review, The New York Times, The Wall Street Journal, and Sloan Management Review.
Professor Navarro holds a B.A. from Tufts University and a Ph.D. in economics from Harvard.
Content
Chapter 1: Strategies and Tactics of the Master Cyclist Executive 1
Chapter 2: Countercycling Your Capital Expenditures 15
Chapter 3: The Acquisitive Master Cyclist Buys Low and Sells High 39
Chapter 4: The Art of "Cherry Picking" and Other Well-Timed Tactics of the Human Resources Manager 55
Chapter 5: "Macromanaging" Your Production, Inventory, and Supply Chain 75
Chapter 6: Master Cyclist Marketing Through the Business Cycle Seasons 95
Chapter 7: Pricing the Cycle and Managing Credit and Account Receivables 111
Chapter 8: Proactive Profiting From Oil Price Spikes, Interest Rate Hikes, and Exchange Rate Risks 129
Chapter 9: When You Can't Beat the Business Cycle, Hedge Its Risks! 149
Chapter 10: Surviving-and Prospering from-the Economic Shocks of War, Terrorism, Drought, and Disease 169
Chapter 11: The Master Cyclist's Favorite Forecasting Tools 185
Concluding Thoughts 211
Appendix A: The Master Cyclist Project's Treasure Trove of Data and All-Star Team 213
Appendix B: A Business Cycle Primer 223
Notes 233
Index 239
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