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Cirrus Business Group

Cirrus Business Group

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Business Management and Leadership Coaching. Cirrus Business Group is committed to helping build great organizations that are great places to work. While we are based in Atlanta, Georgia, USA, we have clients across North America, Europe, Australia, and New Zealand. In other words, we'll go just about anywhere to help people build a great organization. For more information including the services we provide, check out our website.
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In this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast. Leadership will continue to be stress-tested as a more cyclical market leadership profile settles and the grumblings over NVIDIA’s (NVDA) deceleration in growth become louder. By the first quarter of next year, the …
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in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast. A combination of solid earnings for the market, notably strong for the AI segments, and easy credit allows for a pro-equity stance. The challenge for managing the portfolio as we close the year are twofold. The firs…
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In this episode, we walk through the outlook for US equities. In short, a very constructive outlook is really set up for us in terms of looking out to the rest of 2024. Part of this has to do with these bottoming of the profit cycle, and also the easy credit backdrop that we see. In addition, we also see a Fed that's likely to be more dovish. The i…
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While fundamentals remain constructive for the 2024 equity market outlook, intra-market rotations abound. The market’s thirst for AI tools and technology investments in 2023 played out in a dramatic fashion. A stabilizing profit cycle coupled with a supportive credit market allows investors to look more broadly at opportunities in equities. In shor…
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Soft landing and interest rate risk point to a Value tilt. A rebound in earnings expectations and better-than-expected economic data have been hinting at a stabilization in the profit cycle. While a bottoming profit cycle is critical to a fundamental shift away from Growth to Value, a spike in rates is the accelerant to a break in speculative strat…
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