Remove 2007 Remove Economics Remove Financial Market Remove Investments
article thumbnail

Global Leaders Investment Letter: August 2022

Brown Advisory

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

article thumbnail

Investment Perspectives | Confidence

Brown Advisory

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Investment Perspectives | Confidence

Brown Advisory

Investment Perspectives | Confidence. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. Tue, 11/12/2019 - 16:31. Despite making new highs recently, U.S. Low interest rates.

article thumbnail

Weekly Market Insight – November 7, 2022

Cornerstone Financial Advisory

Presented by Cornerstone Financial Advisory, LLC. Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower. This Week: Key Economic Data. stock market. Jobless Claims.

article thumbnail

No Pain, No Gain

Investing Caffeine

Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”. Slome, CFA, CFP®.

article thumbnail

Market Commentary: Stocks Are Quite Resilient

Carson Wealth

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. This is the ninth straight rate increase and brings rates to their highest level since 2007.

article thumbnail

Is Inflation Coming Back?

The Irrelevant Investor

But if we've learned anything since the great financial crisis, it's that the amount of money in circulation does not necessarily cause inflation. Rapid increases or decreases in price lead to economic instability and caused all sorts of social problems. Inflation might be the least understood area in all of financial markets.