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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

James Hendries

We may not be flying into a storm, but there’s been plenty of turbulence 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. The sources of turbulence are clear.

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Weekly Market Insight – August 1, 2022

Cornerstone Financial Advisory

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts . Factory Orders.

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Weekly Market Insight – October 31, 2022

Cornerstone Financial Advisory

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Source: Econoday, October 28, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, October 28, 2022.

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Thursday links: domain picking

Abnormal Returns

bloomberg.com) NEA is becoming a registered investment advisor. pionline.com) Economy Q4 2022 GDP was solid, but two leading indicators point toward recession. (wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds.

Startup 206
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Client Letter | Outlook 2023: Finding Balance | December 6, 2022

James Hendries

Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. Even after another dizzying year, as 2022 proved to be. All index data from FactSet.

Clients 52
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Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022

James Hendries

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). The sources of turbulence are clear.

Clients 52
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Client Letter | Looking Forward | July 5, 2022

James Hendries

Dear Valued Investor, As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. economy remain relatively strong. real GDP growth to be around 2% in 2022. This may come to pass, especially if a recession can be averted in 2022 as we expect. Should the U.S.

Clients 52