What factors contributed to the increase in Honeywell's stock despite concerns about margins and costs?
Honeywell Reports 3Q Sales Boost on Aerospace, Automation

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How did the market react to the earnings reports of industrial companies like Textron and United Rentals?
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What concerns do people have regarding the peak of the cycle for deep cyclicals?
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What were the implications of Fastenal's comments on costs and tariff impacts?
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In what ways did the outlook for United Rentals appear positive despite market panic?
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