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Edward Dowd: Forward buying typical in capex booms, similar to late 1990s telecom buildout

Edward Dowd: Forward buying typical in capex booms, similar to late 1990s telecom buildout
Forward buying occurs in capex booms

Edward Dowd, founding partner at OceanSquare Asset Mgmt and ex-BlackRock executive, discusses the concept of forward buying ahead of utilization as a common occurrence during capital expenditure booms.

Dowd compares this trend to what happened during the telecom equipment and fiber buildout in the late 1990s, where physical constraints, project delays, and financing pressures ultimately led to a slowdown.

Dowd has previously highlighted challenges facing China’s economy, noting that China cannot rely on exports to resolve structural problems. In another observation, he pointed out that Nvidia raised its full-year revenue guidance above consensus as its days sales outstanding increased. These comments add context to his recent views on capital expenditure cycles and forward buying.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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