Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. nytimes.com) Economy How political affiliation has polluted economic sentiment. (blairbellecurve.com) You don't need an 'everything app' when you already have the 'everything phone.'

Financial Advising 236

Financial Advising Startup Economics Valuation 236

Advisor Perspectives

AUGUST 8, 2023

Coming into the year, over 60% of economists expected the economy to enter a recession in 2023. But the economy’s resilience, particularly in the wake of aggressive rate hikes, has surprised the market and supported better than expected earnings growth and the equity rally year-to-date.

Valuation 40

Valuation Economy Marketing Marketing 40

Cornerstone Financial Advisory

OCTOBER 23, 2023

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Source: Econoday, October 20, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, October 20, 2023 2. The Wall Street Journal, October 20, 2023 3. Jobless Claims.

Marketing 88

Marketing Marketing Taxes Economics 88

Abnormal Returns

DECEMBER 28, 2022

cnn.com) Big Tech is set to cut costs (and jobs) in 2023. tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. (whitecoatinvestor.com) Companies Why Southwest ($LUV) is melting down.

Financial Advising 198

Financial Advising Valuation Media Economy 198

Abnormal Returns

JANUARY 9, 2023

axios.com) Finance Private equity managers are abusing their discretion when it comes to valuations. theverge.com) Economy Roger Lowenstein, "The only “good” Fed is that one promotes sustainable growth. axios.com) Apartment rents are set to fall in 2023. Markets There's no sign that options trading is slowing down.

Financial Advising 192

Financial Advising Valuation Media Economy 192

Cornerstone Financial Advisory

OCTOBER 2, 2023

Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. In 2023, the standard mileage rate is 65.5 The Wall Street Journal, September 29, 2023 2. CNBC, September 26, 2023 5.

Marketing 93

Marketing Marketing Taxes Economics 93

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. What a strange year we had in 2023. And let’s not forget technological advances. In addition, the investment in the U.S.

Investing 96

Investing Investments Marketing Marketing 96

Abnormal Returns

FEBRUARY 27, 2023

msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. wired.com) Economy Another indicator showing a deceleration in the economy. wsj.com) Taxes on share buybacks are a speed bump.

Startup 130

Startup Financial Advising Valuation Economy 130

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 25, 2023 2.

Marketing 87

Marketing Marketing Economics Taxes 87

The Big Picture

AUGUST 14, 2023

As the International Energy Agency put it, investment by the industry in clean fuels “is picking up” but “remains well short of where it needs to be.” ( New York Times ) • Do Valuations Even Matter For the Stock Market? Mind you, this is not valuations at screaming buy levels, just below average. That’s around 5% of the time.

Valuation 130

Valuation Budgeting Investing Investments 130

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. wsj.com) Netflix Netflix ($NFLX) spending on content will go down in 2023 as strikes drag on. npr.org) Economy Jobless claims are not breaking out, yet. ofdollarsanddata.com) Why compounding is still unheralded. wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

JANUARY 18, 2023

Markets How do muni bonds stack up going into 2023? institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% marketwatch.com) In a calendar year, stocks can rise while earnings fall. tker.co) Commodities Why orange juice prices are soaring.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. A Mid-year Assessment for 2023! My end-of-week morning train WFH reads: • Inflation undershoot? Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

Abnormal Returns

APRIL 14, 2023

Recommendations The best podcasts of 2023, so far, including 'Hard Fork.' joincolossus.com) Business Patrick O'Shaughnessy talks with Scott Davis and Rob Wertheimer who are the authors of "Lessons from the Titans: What Companies in the New Economy Can Learn from the Great Industrial Giants to Drive Sustainable Success."

Electronics 130

Electronics Valuation Economy Management 130

The Big Picture

FEBRUARY 9, 2023

With no further adieu, the morning train WFH reads: • The AI Bubble of 2023 : The repetition of patterns is amazing. If the labor market and the economy hold up, then the Fed would probably not feel inclined to lower interest rates in the back half of 2023, as futures pricing implies. Or at least read).

Economy 130

Economy Valuation Investing Investments 130

Cornerstone Financial Advisory

MAY 22, 2023

Source: Econoday, May 19, 2023 The Econoday economic calendar lists upcoming U.S. WDAY) Source: Zacks, May 19, 2023 Companies mentioned are for informational purposes only. Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes.

Marketing 59

Marketing Marketing Taxes Economics 59

Carson Wealth

FEBRUARY 26, 2024

We Aren’t Alone Anymore A year ago, we told anyone who would listen that the economy would likely avoid a recession and stocks were going to have a great year. Since avoiding a recession is normal, falling concern about the economy isn’t contrarian in itself, but we do lose some extra fuel from bearish views unwinding.

Marketing 96

Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. The Wall Street Journal, June 30, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

MARCH 9, 2023

As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. A look at who may benefit from China’s long-awaited reopening.

Asset Allocation 98

Asset Allocation Startup Clients Investing 98

Cornerstone Financial Advisory

MARCH 27, 2023

4 The official announcement hinted that the Fed might soon be done with raising rates while also stating it was too early to ascertain the degree to which the economy could slow from the current banking strains. Source: Econoday, March 24, 2023 The Econoday economic calendar lists upcoming U.S. IRS.gov, 2023 7.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. The Wall Street Journal, July 14, 2023 2. Copyright 2023 FMG Suite.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. Source: Econoday, February 24, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 24, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, February 24, 2023 2.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 13, 2023 Companies mentioned are for informational purposes only.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. economy expanded at a 2.9% Source: Econoday, January 27, 2023 The Econoday economic calendar lists upcoming U.S. CNBC, January 26, 2023 5.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. Source: Econoday, March 10, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 10, 2023 2. Copyright 2023 FMG Suite.

Marketing 59

Marketing Marketing Economics Taxes 59

Nationwide Financial

FEBRUARY 1, 2023

These recurring shifts in the composition of the benchmark stock Index can offer insight into how different factors, such as cyclicality, long-term growth potential, and valuation, may impact stock performance in the future. The outsized influence of tech company earnings on the S&P 500 is important to understand.

Valuation 59

Valuation Economy Accounting Marketing 59

Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. years (Oct 2021-Mar 2023) when the benchmark indices produced negligible returns.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. This means your job is likely secure no matter what happens in the economy. 12 Highest Paying Jobs in Finance.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Trade Brains

FEBRUARY 8, 2023

In this article, we’ll understand the meaning of value investing, and reasons why stocks become undervalued, and take a look at 5 value stocks to watch in 2023. For example, when an economy is performing poorly investors begin to panic and start selling. Keep reading to find out. What is Value Investing? EPS (₹) 218.83

Pharmaceutical 52

Pharmaceutical Assets Investing Investments 52

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards. Valuations across all sectors do not offer any margin of safety. Sensex went up by 9.5%

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

DECEMBER 22, 2022

Top 10 IT Stocks in 2023: The IT sector is known to be one of the most crucial industries in our global economy as it is the major driver of employment and also this sector keeps growing and evolving with time and increasing technological advancements in. Top IT Stocks in 2023 in the Indian Stock Market. Keep reading.

Consulting 52

Consulting Marketing Marketing Engineering 52

Validea

SEPTEMBER 30, 2022

Stock prices have been dropping recently because of lower valuations driven by rising rates and Wall Street is still forecasting solid profit growth in 2023. But the divergence could also be the result of “recession prep,” where the risk to future growth is causing lower valuations, the article posits.

Marketing 59

Marketing Marketing Valuation Economy 59

Truemind Capital

JANUARY 16, 2024

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. The debt yields have declined across the yield curve maturities in the developed economies.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Trade Brains

MARCH 29, 2024

As of December 31, 2023, the Company operates 24,874 network towers out of which 5092 are owned. Industry Overview The other part of Bharti Hexacom IPO Review is an industry overview in which Rapid digital transformation has been fundamentally reshaping the Indian economy. Global mobile traffic per customer increased from 0.6

Government 59

Government Communication Valuation Consulting 59

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investing 52

Investing Investments Valuation Clients 52

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Validea

MAY 5, 2023

When the economy is robust and companies are lush with cash flows, it’s easy to hide any troubles that might be going on under the surface. But as that liquidity drains out, it’s much more difficult to keep those problems in the dark.

Valuation 52

Valuation Economy Economics Banking 52