Abnormal Returns

DECEMBER 28, 2022

Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' awealthofcommonsense.com) 4 mistakes from 2022 including the idea of more funds equaling more diversification. morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.'

Financial Advising 189

Financial Advising Valuation Media Economy 189

Cornerstone Financial Advisory

AUGUST 1, 2022

Stocks on Thursday shrugged off news of a second-consecutive quarter of negative economic growth to build on Wednesday’s gains as fresh earnings continued to comfort, if not impress, investors. It was the second-consecutive quarter of negative economic growth, meeting the technical definition of a recession. Economy Contracts .

Marketing 100

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The Big Picture

DECEMBER 1, 2022

I have been fairly vocal that inflation has peaked , the Fed has already overtightened, and they run the risk of doing too much economic damage fighting a demon that has already been exorcised. But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. August 15, 2022).

Economy 286

Economy Economics Valuation Marketing 286

The Big Picture

AUGUST 1, 2023

Did the palpable panic in June/October 2022 lead to ill-advised sell(s)? Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. The reason?

Economics 246

Economics Valuation Marketing Marketing 246

Abnormal Returns

JANUARY 18, 2023

wsj.com) The periodic table of commodity returns for 2022. allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. in December 2022. (tker.co) Commodities Why orange juice prices are soaring.

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Financial Advising Startup Wealth Management Valuation 130

Carson Wealth

JULY 27, 2022

By Scott Kubie, Senior Investment Strategist . . Valuations Could Move to a More Normal Range . The decline in the equity market pushed valuations down to levels in line with the period between 2015 and 2020. Q3 2022’s Five Big Risks. Virus variants: Will virus mutations undo the economic recovery? Bear market.

Marketing 98

Marketing Marketing Valuation Economy 98

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. million per person in 2022 .

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Estate Planning Economics Planning Financial Planner 52

Cornerstone Financial Advisory

DECEMBER 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week. The potential for higher rates for longer, along with disappointing economic data, particularly a sharp decline in retail sales, amplified fears of a recession and sent stocks lower for the remainder of the week.

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Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. This Week: Key Economic Data. Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S.

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The Big Picture

AUGUST 10, 2023

While forecasters generally disagree about the expected path of monetary policy, the level of disagreement as measured in the New York Fed’s Survey of Primary Dealers (SPD) has increased substantially since 2022. Chief Investment Officer ) • Billionaire Desmarais Family Quietly Reshapes a Financial Empire : Power Corp.

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Portfolio Valuation Management Planning 246

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

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Cornerstone Financial Advisory

DECEMBER 12, 2022

There was some good news last week on the economic front and out of China, which started to loosen COVID restrictions. But it was a week where good news was considered bad news, as any signs of economic resilience stoked worries of a longer rate-hike cycle. This Week: Key Economic Data. CNBC, December 9, 2022.

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Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. IRS.gov, September 19, 2022 8.

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Economics Taxes Investment Advisor Investing 59

Brown Advisory

JUNE 16, 2022

Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? Fortunately, we do 10-year forecasts for each investment and we can use our base case ranges to estimate probable future annual cash flows. Specifically, economics has a half-life of 9.4

Investing 52

Investing Investments Valuation Accounting 52

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Investor sentiment was also lifted by unexpectedly strong retailer earnings, upside surprises in new economic data, and a better-than-expected consumer sentiment reading. Investors looked past the continuing Covid-related challenges that have stymied China’s economic recovery and its attendant implications for global growth. .

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The Big Picture

APRIL 24, 2023

Third, it is an approach that generally lacks the sort of process essential to good investing. They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. Note we have not even referencing the valuation debate. Previously : Observations to Start 2023 (January 3, 2023) Bottoming?

Economics 291

Economics Valuation Portfolio Marketing 291

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. The market rally that began in mid-June paused last week.

Marketing 59

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Cornerstone Financial Advisory

NOVEMBER 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . This Week: Key Economic Data. CNBC, November 15, 2022.

Marketing 59

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Cornerstone Financial Advisory

NOVEMBER 7, 2022

This Week: Key Economic Data. Source: Econoday, November 4, 2022 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The 2022 annual contribution limit is $16,000.

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Cornerstone Financial Advisory

NOVEMBER 14, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 59

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Cornerstone Financial Advisory

SEPTEMBER 26, 2022

would not tame inflation without economic pain. This Week: Key Economic Data. Source: Econoday, September 23, 2022 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 59

Marketing Marketing Education Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

This Week: Key Economic Data. Thursday: Index of Leading Economic Indicators. Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week. This stress followed economic steps out of the U.K. This Week: Key Economic Data. Source: Econoday, September 30, 2022 The Econoday economic calendar lists upcoming U.S. A Tumultuous Week. Stephen King.

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Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. Source: Econoday, October 7, 2022. The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 7, 2022. The Wall Street Journal, October 7, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

This Week: Key Economic Data. Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The Wall Street Journal, December 2, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 29, 2022

After starting the week sharply lower on renewed rising interest rates and economic slowdown fears, markets staged a modest turnaround beginning mid-week. This Week: Key Economic Data. Source: Econoday, August 26, 2022 The Econoday economic calendar lists upcoming U.S. Powell at Jackson Hole. Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 59

Marketing Marketing Taxes Economics 59

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. Of course, the U.S.

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Marketing Marketing Economy Valuation 98

James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! One of the lessons learned in 2022 was to never underestimate our central bank’s resolve to squelch inflation. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

Cornerstone Financial Advisory

SEPTEMBER 12, 2022

This Week: Key Economic Data. Source: Econoday, September 9, 2022 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The Wall Street Journal, September 9, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. . Source: Econoday, October 14, 2022. The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 52

Marketing Marketing Taxes Economics 52

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. This Week: Key Economic Data. Source: Econoday, July 22, 2022. The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 22, 2022. The Wall Street Journal, July 22, 2022. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 8, 2022

Ahead of Friday’s employment report, stocks were generally higher, highlighted by a Wednesday rally triggered by fresh earnings surprises and a better-than-expected economic report. This Week: Key Economic Data. Source: Econoday, August 5, 2022 The Econoday economic calendar lists upcoming U.S. CNBC, August 5, 2022.

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Cornerstone Financial Advisory

JULY 18, 2022

dollar continued to climb, reflecting global economic weakness. This Week: Key Economic Data. Index of Leading Economic Indicators. . Source: Econoday, July 15, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 15, 2022 Companies mentioned are for informational purposes only.

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. What made you add economics to your, to your graduate degree?

Investing 130

Investing Investments Clients Management 130

Cornerstone Financial Advisory

JULY 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. Technology shares were the week’s big winners as investors appear to have turned to companies with earnings growth potential during a weakening economic environment. This Week: Key Economic Data.

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James Hendries

JULY 21, 2022

We may not be flying into a storm, but there’s been plenty of volatility the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. This week’s commentary includes excerpts from Midyear Outlook 2022: Navigating Turbulence.

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