"In The Well-Timed Strategy, Navarro provides a useful primer on business cycle risks and opportunities. Recognizing that business success depends most of all on human capital, he makes the crucial observation that the trough of a recession is the best time to find good people and the most important time to focus on retaining them. This and other insights about investment, production, and marketing give today"s executives a useful checklist for building and maintaining competitive advantage." -Michael Milken, Chairman, The Milken Institute "Navarro"s conclusions should be an integral part of any management strategy playbook. Timing is indeed everything, and this book shows you how to master it for a successful business." -Bruce Karatz, Chairman and CEO, KB Home "The business cycle bedevils all companies, yet few take it into account when plotting strategy. Peter Navarro provides a powerful set of tools, insights, and examples that will help every executive...