Validea

MAY 5, 2023

With valuations still high, the threat of a recession still looms over the economy, ushering in a prolonged period of low returns across the market, from stocks and real estate to corporate profits, as well as elevated inflation and unemployment rates. But for long-term prosperity in the U.S.

Economics 52

Economics Government Economy Banking 52

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. Create a Trust . Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

The Big Picture

JANUARY 30, 2023

( Financial Times ) • How Cash-Needy Private Companies Are Avoiding Dreaded Down Rounds : Few rules govern private markets, but some companies’ confidential maneuvers to bypass a valuation hit could raise eyebrows. He joined RenMac after spending seven years at Bank of America-Merrill Lynch, where he was a Sr. One can’t not notice.

Government 266

Government Valuation Media Economics 266

Nationwide Financial

APRIL 3, 2023

Thoughts Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system, Fed policy, macro conditions, interest rates, and inflation. Economic data remains largely benign, with the Atlanta Fed’s GDPNow model forecasting growth of 2.5%

Marketing 105

Marketing Marketing Valuation Economics 105

Abnormal Returns

JUNE 11, 2023

wsj.com) How a seed investor approaches valuation discussions. newyorker.com) Who benefits from the existence of the Federal Home Loan Bank system? axios.com) The economic schedule for the coming week. (om.co) Twitter really hates paying its bills. hunterwalk.com) Focus matters for VCs. nytimes.com) Economists love immigration.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Nationwide Financial

FEBRUARY 15, 2023

The year began with a reversal in investors’ mood, from widespread pessimism about a pending recession at the end of 2022 to optimism for a soft landing for the economy, predicated on better-than-expected economic data. Rates might rise and stay higher for longer, challenging the current lofty valuations for equities.

Valuation 104

Valuation Economy Economics Marketing 104

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

Valuation 64

Valuation Economics Numbers Investing 64

Truemind Capital

JANUARY 24, 2024

Many investors of today do not have much idea about how persistently high inflation can be ruinous to the economic health and their own wealth. On the other hand, letting inflation run amok by keeping loose monetary policy is disastrous to economic and political stability. The mess they are in is their own doing.

Portfolio 52

Portfolio Valuation Engineering Economics 52

Nationwide Financial

MAY 10, 2023

Are the Russell 2000’s weak returns a sign of slowing economic growth, or is the recent underperformance of small caps reflecting investor sentiment about current market opportunities? The valuation gap between small and large caps is just as notable as the gap in year-to-date performance.

Risk Tolerance 52

Risk Tolerance Valuation Economics Accounting 52

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. Valuations by Market Cap Range Source: @nategeraci Sign up for our reads-only mailing list here. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

Carson Wealth

FEBRUARY 26, 2024

The Bank of America Global Fund Manager Survey (GFS) recently showed overall sentiment at the highest level in two years. NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101. One year ago, its net profit was $1.41

Marketing 96

Marketing Marketing Valuation Economy 96

Truemind Capital

AUGUST 12, 2023

The interesting question is why the recession has yet not occurred even after one of the fastest increases in interest rates in history by all the major Central Banks in a very short span of time. The recent rally in the market has made the valuations more expensive compared to historical standards.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

The Big Picture

JANUARY 9, 2023

. • Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). Your stuff is actually worse now : How the cult of consumerism ushered in an era of badly made products. ( What Can We Learn from Barnes & Noble’s Surprising Turnaround?

Economy 158

Economy Valuation Education Retail 158

Nerd's Eye View

OCTOBER 4, 2023

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.

Valuation 205

Valuation Economics Economy Marketing 205

Validea

JULY 18, 2023

Value stocks—high-quality companies selling at lower valuations—outperformed growth much of last year, with the Russell 1000 Value Index beating its growth counterpart by 20%. One area that could hold untapped opportunities is the financial sector, which is still seeing fall-out from the banking crisis earlier this year. in particular.

Investing 52

Investing Investments Valuation Insurance 52

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Such stories most of the time don’t give a complete picture. People like to talk about their winners and not losers.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Discipline Funds

MARCH 10, 2023

What I mean by that is that we’re currently navigating the economic bust portion of the cycle where inflation is a falling risk and credit deflation risk arises, in large part, because the Fed has reacted so quickly to bring inflation in. The Silicon Valley Bank crisis is interesting because people are looking at banking as the tsunami.

Risk Management 130

Risk Management Banking Economy Valuation 130

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. Tuesday: Factory Orders.

Marketing 71

Marketing Marketing Economics Taxes 71

Validea

MAY 5, 2023

Market volatility and economic slowdowns can often expose a company’s vulnerabilities, making it easier for activist investors to target those companies and campaign for massive changes, contends an article in Barron’s. 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

Abnormal Returns

NOVEMBER 5, 2022

axios.com) On the economics of building a new gasoline station. huddleup.substack.com) The average NHL franchise has topped the $1 billion valuation mark. abnormalreturns.com) Spending does more than change your bank balance. newsletter.abnormalreturns.com) Mixed media NASA touts the economic impact of space spending.

Financial Advising 130

Financial Advising Media Economics Valuation 130

Cornerstone Financial Advisory

JANUARY 8, 2024

3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. News of unemployment remaining steady at 3.7% also helped sentiment. Wednesday: EIA Petroleum Status Report.

Marketing 78

Marketing Marketing Taxes Economics 78

Trade Brains

FEBRUARY 20, 2024

Recognized by the Reserve Bank of India, it operates as a non-deposit-taking NBFC, focusing on investments and loan provisions. Industry Overview India’s GDP is projected to exhibit robust growth exceeding 6% for the fiscal year 2024, indicating a promising economic trajectory.

Valuation 59

Valuation Banking Investing Investments 59

David Nelson

JULY 31, 2023

Bloomberg Data This time it wasn’t comments from a rogue Fed official or even a hot economic release that ended the party. The Bank of Japan loosened its policy of managing the yield of ten-year Japanese government bonds. Bank of Japan The policy shift from the Bank of Japan caught most of the street off guard.

Marketing 52

Marketing Marketing Valuation Banking 52

Discipline Funds

AUGUST 4, 2023

This has been one of the more fascinating years in economic and market history. The regional bank index is still down -16% year to date and -29% from the highs. Regional banks are up 35% since the banking panic in May. The environment is so strange that there’s a narrative for pretty much everyone. The Dow is up 7%.

Financial Planner 79

Financial Planner Banking Taxes Economics 79

Cornerstone Financial Advisory

APRIL 15, 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. Business Inventories.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 27, 2023

Mixed Message Provokes Volatility Presented by Cornerstone Financial Advisory, LLC Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. 5 This Week: Key Economic Data Tuesday: Consumer Confidence. Rate Hike Cycle Ending?

Marketing 59

Marketing Marketing Taxes Banking 59

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 Nasdaq Composite index added 2.19%.

Marketing 59

Marketing Marketing Taxes Economics 59

Trade Brains

APRIL 23, 2023

Lately, it has also forayed into financial services setting up Airtel Payments Bank and offering credit cards. Best Large Cap Stocks Under Rs 1000 #4 – Axis Bank Ltd. GNPA 2.38% NNPA 0.47% Axis Bank was founded 30 years ago in December of 1993 as UTI Bank. promoter stake in Axis Bank through LIC of India.

Pharmaceutical 105

Pharmaceutical Banking Insurance Distribution 105

Cornerstone Financial Advisory

MARCH 20, 2023

Markets Cautious After Banking Woes; Awaiting Fed Reaction Presented by Cornerstone Financial Advisory, LLC Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector. Since then, two U.S.

Marketing 59

Marketing Marketing Taxes Banking 59

Validea

OCTOBER 19, 2022

But all that changed this year and the 60/40 is now in its largest max drawdown over the last 100 years according to a research note (see the chart below) from Bank of America. 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.

Investing 128

Investing Investments Valuation Portfolio 128

Cornerstone Financial Advisory

MARCH 11, 2024

Markets clawed back much of their losses on Wednesday and Thursday, with the Fed Chair’s upbeat comments to the Senate Banking Committee boosting stocks. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Mega-cap tech stocks were under pressure as investors appeared to take some profits. Treasury Statement. Retail Sales.

Marketing 75

Marketing Marketing Insurance Taxes 75

Mish Talk

NOVEMBER 9, 2022

Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance. Up until a year ago, Bitcoin's entire life was in a declining interest rate, massive central bank liquidity push environment. Today's chart will follow. FTX chart courtesy of CoinDesk. Price points added by Mish. That environment has changed.

Valuation 306

Valuation Marketing Marketing Banking 306

Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. Source: Econoday, March 31, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Validea

OCTOBER 4, 2022

In its attempt to tamp down inflation, the Fed has been raising rates at the swiftest pace in 40 years, with some banks predicting rates will go as high as 4.2% The Fed itself publishes quarterly economic predictions, including a “dot plot” that displays where its participants believe rates will go. by next year.

Banking 59

Banking Economy Valuation Economics 59

Cornerstone Financial Advisory

MARCH 13, 2023

Stocks also were rattled when a west coast bank was placed into receivership on Friday following a run on deposits. The lower move was triggered by a specialty bank’s liquidity issues, though regional and money center banks could not escape the selling. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI).

Marketing 59

Marketing Marketing Economics Taxes 59

Nationwide Financial

MAY 22, 2023

Bulls point to the better-than-expected consumer data, settling of the disruption in the banking sector, and the contrarian benefit of near-universal pessimism. Bears note a higher-for-longer Fed, softening macro data, uncertain geopolitical risks, and deteriorating valuations. trillion, and allocation to bonds is at a 14-year high.

Marketing 52

Marketing Marketing Economics Retail 52