Cornerstone Financial Advisory

JUNE 27, 2022

Though the weekly gain was a welcome respite from the market’s downward trend, declining bond yields and falling food and energy prices can also be interpreted as signs of slowing economic growth, which may represent a headwind for corporate earnings in the months ahead. This Week: Key Economic Data. IRS.gov, March 20, 2020 .

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Cornerstone Financial Advisory

OCTOBER 10, 2022

Stocks opened the week posting their best two-day rally since March 2020, as the U.K. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. The Econoday economic calendar lists upcoming U.S. a Registered Investment Advisor.

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Cornerstone Financial Advisory

OCTOBER 17, 2022

Before reversing, stocks had touched levels last seen in 2020. This Week: Key Economic Data. Index of Leading Economic Indicators. . The Econoday economic calendar lists upcoming U.S. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

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ClearMoney

DECEMBER 14, 2021

Systematic, or factor-based, investing has become quite common in equities. At the end of 2020, $1.35 Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. 20591, National Bureau of Economic Research, October 2014). By contrast, just $14.36

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ClearMoney

NOVEMBER 4, 2021

Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021. Price-to-book ratios for all three surged briefly in the fourth quarter of 2020 before dropping precipitously during the second quarter of 2021.

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Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Cornerstone Financial Advisory

JULY 25, 2022

A few disappointing corporate reports and a weak economic report sent stocks lower to close out a solid week. The latest monthly homebuilder sentiment survey showed the single largest monthly drop in its 37-year history, except for April 2020. This Week: Key Economic Data. The Econoday economic calendar lists upcoming U.S.

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James Hendries

AUGUST 23, 2022

million, the lowest level since May 2020 [Figure 1]. The National Association of Home Builders (NAHB) index, another important housing metric, fell in August to below 50 for the first time since May 2020. Traffic of prospective buyers, a leading indicator of future sales, also fell to its lowest since May 2020.

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James Hendries

JUNE 26, 2023

The median performance, at 25.4%, is a better representation of where stocks might normally be at this stage because it takes out the ferocious V-shaped rebounds coming out of the 2008-2009 Great Financial Crisis and the early stages of the pandemic in March 2020. Investing involves risks including possible loss of principal.

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James Hendries

OCTOBER 18, 2022

The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. These headwinds include slower economic growth, cost pressures amid high inflation, ongoing supply chain issues, geopolitical instability in Europe and Asia, and significant currency drag from a very strong U.S. Numerous Headwinds.

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James Hendries

AUGUST 15, 2022

Total employment has returned to pre-pandemic levels in February 2020 but not back to pre-pandemic trends [ Figure 1 ]. percentage points below February 2020, and the largest gaps were for those of high school and college age and those 55 years old and up [ Figure 2 ]. Investing involves risks including possible loss of principal.

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James Hendries

OCTOBER 25, 2022

The National Bureau of Economic Research (NBER) is the official arbiter of U.S. business cycles, and they consider a wide range of economic indicators other than just the quarterly GDP metric. Depth refers to declining economic activity that is more than a relatively small change. Warning Signals.

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James Hendries

SEPTEMBER 27, 2022

from its August 2020 lows and has already seen the biggest move higher in yields since 1987, when rates moved higher by 3.2%. Clearly, we’re not in normal times, but the move on the 10-year Treasury yield since it bottomed in August 2020 has been significant. A Historically Aggressive Fed. The yield on the 10-year U.S.

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James Hendries

SEPTEMBER 20, 2022

Because of the ever higher Fed rate hike expectations, the yield on the 10-year Treasury security has increased by nearly 200 bp this year after increasing around 100 bp in 2020 and is at the highest level since 2011 [Figure 1]. economic growth. Investing involves risks including possible loss of principal. by early next year.

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James Hendries

AUGUST 3, 2022

The official arbiter of business cycle dating is the National Bureau of Economic Research (NBER). had never before experienced the massive swings in economic activity during the 2020 pandemic, making even the current analysis more difficult. The economic growth outlook has weakened. Of course, the U.S.

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James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. over the last 20 years, pre-2020. Investing involves risks including possible loss of principal.

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James Hendries

NOVEMBER 15, 2022

Growth stocks typically trade at higher valuations on the premise that an investor is buying a company now that will grow to be a much larger company, producing higher levels of cash and profit in the future. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks have led the rebound charge from the abyss of the housing crisis, once again in the Spring of 2020 even as C-19 lockdowns gained traction, and yet again this past year as U.S. I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S. large caps and ignoring foreign stocks entirely.

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James Hendries

AUGUST 15, 2022

As shown in Figure 2 , the 90% level has historically signaled the start of new bull markets coming off of major lows such as 2009, 2011, 2018-2019, and 2020. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

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Indigo Marketing Agency

OCTOBER 25, 2019

We at Carson are already out to the fourth quarter of 2020, into the first quarter of 2021 on deliverables, on value-add. What kind of valuations are you seeing? Hire as many as you can afford, because there’s never been a better time to invest in your business. It’s called the Washington Economic Forum.

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James Hendries

JULY 21, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier.

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