Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. News of unemployment remaining steady at 3.7% Treasury Statement.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. Barry Ritholtz : So let’s break that into two halves, starting with valuation.

Investing 150

Investing Investments Portfolio Valuation 150

The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. RITHOLTZ: Right. And that’s all sentiment. DAVIS: That’s exactly it.

Portfolio 130

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The Big Picture

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. So, listen, you know, I think we’re going to see a rally in interest rates probably in 2024 and ’25, because I think rates will go back, the 10-year Treasury will go back to 2.5

Economy 140

Economy Numbers Portfolio Marketing 140

The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 140

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The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Banking 140

Banking Investing Investments Marketing 140

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. Why is there such a spread between US domestic and overseas companies in terms of you’re a value investor in terms of straight up valuation? My audio engineer is Kaylee Lapper.

Management 256

Management Investing Investments Retail 256