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10 Friday AM Reads

The Big Picture

. • Blame History for Making Recession Calls So Hard : The National Bureau of Economic Research has been putting dates on downturns since 1929 — well before there was such a thing as gross domestic product ( Bloomberg ) see also Does This Look Like a Recession To You? 2020 threw a wrench in everything. . • Contradictions abound.

License 278
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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

James Hendries

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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Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022

James Hendries

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.

Clients 52
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Client Letter | Better Times Ahead | September 28, 2022

James Hendries

We believe the Fed is doing the right thing for the long-term health of the economy, but it does increase near-term economic risks. As we experienced in 2020, when a lot of negative sentiment is being priced into markets, it may set the bar low for stocks to outperform expectations. But this is not your 1970s- style stagflation.

Clients 52
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Cipla Vs Dr. Reddy’s Laboratories – Financials, Future Plans & More

Trade Brains

According to the Economic Survey 2023, India’s domestic pharmaceutical market was estimated at $41 billion. Particulars / Fiscal Year 2019 2020 2021 2022 2023 5 Year CAGR Cipla - Revenue ₹16,362.00 ₹17,132.00 ₹19,160.00 ₹21,763.00 ₹22,753.00 Particulars / Fiscal Year 2019 2020 2021 2022 2023 5 Year Avg Cipla - Debt to Equity 0.29

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Client Letter | Big Week for Market Watchers | August 3, 2022

James Hendries

The S&P 500 Index enjoyed its best month since November 2020 and its best July in over 80 years. The rule of thumb is two quarters of negative GDP defines a recession, but the official definition by the National Bureau of Economic Research is broader than that. Insurance products are offered through LPL or its licensed affiliates.

Clients 52
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Minda Corporation Vs Pricol – Financials, Future Plans & More

Trade Brains

The Company also secured a Technology License Agreement (TLA) with LocoNAV to integrate its proprietary telematics technology in products supplied by Minda Corp. Industry Overview The Indian automobile industry has become the key indicator of the country’s economic performance. 192 Cr in FY22 to Rs.