[BearOso]

The problem here is increasing growth. That's unsustainable. Having growth is already a linear positive. Companies seek to continuously increase growth to placate shareholders, but that's a magnitude greater, quadratic.

Eventually you simply can't keep increasing. In a panic to keep up the in short term, companies are cutting their lifelines. This is just leading to failure.

[sokoloff]

Or, so long as revenue growth is increasing (first and second derivative being positive), companies are inclined to pour on as much fuel on as they think they can productively use.

Once the second derivative turns negative, they are naturally much less interested in keeping the gas turned all the way up, so they trim back on spend.