Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. 6 This Week: Key Economic Data Tuesday: PMI Composite. The Wall Street Journal, April 19, 2024 2. CNBC.com, April 15, 2024 3.

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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. The Wall Street Journal, January 5, 2024 2.

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Cornerstone Financial Advisory

APRIL 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Cornerstone Financial Advisory, LLC Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Conflicting economic news on Monday and Tuesday contributed to the slide.

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Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. 3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. CNBC.com, January 29, 2024 2. CNBC.com, February 2, 2024 4.

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Cornerstone Financial Advisory

APRIL 15, 2024

4 Source: YCharts.com, April 13, 2024. The start of Q1 earnings season reinforced inflation concerns as several leading money center banks—despite many beating expectations—forecasted lower growth for the remainder of 2024 due partly to inflation and higher-than-expected rates. 5,6 This Week: Key Economic Data Monday: Retail Sales.

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Abnormal Returns

JANUARY 10, 2024

(entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' realreturns.blog) Lessons learned from markets in 2023 including 'Years like 2023 are why investors should not put much weight into market or economic predictions.' wired.com)

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Trade Brains

APRIL 22, 2024

JNK India IPO Review 2024: JNK India is coming up with its IPO issue of Rs. Cr which will open on 23rd April 2024. The issue will close on 25th April and be listed on the exchange on 30th April 2024. This article will analyze the strengths and weaknesses of the JNK India Limited IPO Review 2024. Keep reading to find out!

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Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. In this article, we present the list of top value investing courses in 2024 available for beginners in the Indian market. It helps in understanding different types of corporate valuation techniques.

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Dear Mr. Market

MARCH 17, 2024

Click here or below to see or enlarge the entire bracket for 2024. We still like Energy this year and that is especially so with it being one of the most beaten down economic sectors from 2023. That said, it loses early in round one simply due to us believing it’s close to full valuation and due for a breather.

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Cornerstone Financial Advisory

JANUARY 2, 2024

6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Source: Econoday, December 29, 2023 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.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Consensus has moved toward our view in 2024, but we still see quite a bit of gloom out there, with several strategists holding to their recession calls.

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The Big Picture

AUGUST 1, 2023

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. Forecasting Folly : Did you get sucked into the endless predictions of doom and gloom ?

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Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Higher productivity was a key theme in our 2024 Outlook , and it’s encouraging to see signs of that continuing, mostly thanks to a strong labor market drawing in more workers, including immigrants.

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Carson Wealth

FEBRUARY 26, 2024

Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. Use cases are expanding across industries, reflecting an overall focus on increasing productivity that may have long-lasting effects, a theme we discussed in our 2024 Outlook Seeing Eye to Eye. AI is not only a NVIDIA story.

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Discipline Funds

DECEMBER 9, 2023

It’s great for the continuing trend in decent economic growth. We think it could be H2 2024 before we see levels of inflation that give the Fed an official “all clear” for rate cuts. More interesting here is that John Bogle personally used a Countercyclical rebalancing methodology using valuations. But Core PCE is still at 3.5%

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Zoe Financial

JULY 17, 2023

25% rally over the last 9 months for stocks, mainly driven by valuation expansion. Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. Main reason for market enthusiasm has to do with the inflation numbers for June. We start to see that inflation is coming down.

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Carson Wealth

JANUARY 22, 2024

As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. Aggregate Index in 2024. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. by the end of 2024. by the end of 2024.

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Brown Advisory

JANUARY 18, 2024

bgregorio Thu, 01/18/2024 - 06:58 Over the holidays, I had the good fortune of discovering The Great Bridge, authored by famed historian David McCullogh in 1972. The question for investors today is whether this optimistic scenario is largely priced into valuations. Equity Beat: Is A Continuation Of The Market Rally A Bridge Too Far?

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Validea

OCTOBER 19, 2022

While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. The chart below shows that of the tech sector’s 760% total return, 620% came from the change (increase) in valuation while 140% came from increasing earnings and dividends.

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Cornerstone Financial Advisory

DECEMBER 18, 2023

The combination of the FOMC signaling three rate cuts in 2024 and dovish comments by Fed Chair Powell led to a sharp drop in bond yields and a spike in stock prices, with the Dow Industrials closing above 37,000 and setting an all-time high. 6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators.

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Trade Brains

FEBRUARY 26, 2024

2500 Cr which will open on 28th February 2024. The issue will close on 1st March and be listed on the exchange on 6th March 2024. Source: RHP As of January 31, 2024, the projects owned, operated, and managed by the Project SPVs are approximately 497.3 This will be India’s 2nd listed highway Infrastructure Investment Trust.

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Trade Brains

FEBRUARY 1, 2024

Bajaj Auto : On January 8, 2024, Bajaj Auto Ltd’s market capitalization surged ₹2 lakh crore to become the third largest automobile company, surpassing Mahindra and Mahindra. With a market valuation of ₹3.13 The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. lakh crore.

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Trade Brains

JANUARY 18, 2024

Bajaj Auto : On January 8, 2024, Bajaj Auto Ltd’s market capitalization surged ₹2 lakh crore to become the third largest automobile company, surpassing Mahindra and Mahindra. With a market valuation of ₹3.13 The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. lakh crore.

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Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. 4,5 This Week: Key Economic Data Monday: New Home Sales. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 22, 2024 2. CNBC.com, March 20, 2024 3.

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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. Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space.

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Validea

AUGUST 5, 2022

With the Fed swiftly raising rates and the slowing of economic growth, small-cap stocks have gotten pummeled. But their valuations would indicate that they already have; as the article points out, the Russell 2000 traded at 13 times 12-month forward earnings, almost the lowest it’s been since the 2008 financial crisis. Yeti, the $4.4

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Cornerstone Financial Advisory

NOVEMBER 27, 2023

They further said that future rate decisions will be based on fresh economic data, offering no indication that a rate cut was forthcoming, as many analysts are increasingly anticipating for 2024. This Week: Key Economic Data Monday: New Home Sales. Tuesday: Consumer Confidence. Wednesday: Gross Domestic Product (GDP).

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David Nelson

DECEMBER 19, 2022

Wave after wave of layoffs in the economic growth sectors and a household survey that showed we actually lost 138k jobs last month don’t seem to play into Fed thinking. The soft-landing playbook seems increasingly hard to pull off with the terminal rate still near 5% and economic activity slowing everywhere. respectively.

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Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 3 Source: YCharts.com, February 17, 2024. CNBC, February 16, 2024.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. Retail Sales.

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Cornerstone Financial Advisory

JANUARY 16, 2024

1,2,3,4,5 Source: YCharts.com, January 13, 2024. A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. CNBC.com, January 8, 2024. CNBC.com, January 9, 2024. CNBC.com, January 10, 2024.

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Cornerstone Financial Advisory

MAY 6, 2024

Weekly Market Insights: Volatility, Uncertainty Rule The Week For Markets Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. 3 Source: YCharts.com, May 4, 2024. 4,5 This Week: Key Economic Data Wednesday: EIA Petroleum Report.

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Trade Brains

FEBRUARY 20, 2024

Industry Overview India’s GDP is projected to exhibit robust growth exceeding 6% for the fiscal year 2024, indicating a promising economic trajectory. The company has only one line of business, i.e., financing and investment activities and has no activity outside India.

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Cornerstone Financial Advisory

APRIL 8, 2024

Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in the red on concerns that recent economic data could derail the Fed’s plan for short-term rates. 3 Source: YCharts.com, April 6, 2024. This Week: Key Economic Data Tuesday: NFIB Small Business Optimism Index. FOMC Minutes.

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Cornerstone Financial Advisory

JANUARY 22, 2024

Weekly Market Insights: Big Win For Big Tech Presented by Cornerstone Financial Advisory, LLC Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Source: YCharts.com, January 20, 2024. Wednesday: PMI Composite.

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Cornerstone Financial Advisory

MAY 13, 2024

1 Stocks hung out in a narrow trading band Tuesday and Wednesday, yawning at the sparse economic news and a handful of negative earnings results. 4,5 Source: YCharts.com, May 11, 2024. The markets all year have responded well when the “Goldilocks” outlook suggests that economic indicators are “just right.”

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Nationwide Financial

DECEMBER 19, 2022

Deteriorating earnings estimates for next year have many wondering what the true valuation is for equity markets. Despite the weak patch, the Atlanta Fed’s GDPNow Model still forecasts growth in the fourth quarter of 2.8%, and the Citi Economic Surprise Index remains positive. by the end of 2024. and services (44.4)

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