James Hendries

OCTOBER 18, 2022

That means that the other 10 S&P sectors will likely see an earnings decline even if numbers come in better than expected, as they almost always do. While the pundits are mostly focused on what can go wrong this earnings season, there are several reasons to expect the numbers for this quarter to be decent. There are Some Positives.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

JANUARY 20, 2023

A number of headwinds As was the case last quarter, corporate America faces several stiff headwinds this earnings season. The path to a sub-$220 number for S&P 500 EPS estimates this year, if we get there, will be gradual. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

SEPTEMBER 13, 2022

Since last year, the number of part timers who would prefer a full time job is steadily declining. One risk is the high number of workers in temporary help services since these jobs often are the first to go during times of economic uncertainty. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 15, 2022

Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. It is also a major component used to calculate the price-to-earnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 7, 2022

Here are some numbers to illustrate the consistency of this seasonal pattern: Since 1950, the S&P 500 Index has averaged a 0.54% decline in September, the worst of all 12 months. It is also a major component used to calculate the price-to-earnings valuation ratio. Technical analysis perspective. All index data from FactSet.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. sectors) with the exception of preferred securities, which look attractive after having recently sold off due to the banking stresses. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

NOVEMBER 15, 2022

It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. Securities with credit ratings of BBB and above are considered investment grade. Tracking # 1-05345694 (Exp.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

NOVEMBER 1, 2022

Expectations are the economic slowdown will become more pronounced, and as the lagged effect of cumulative rate hikes works its way into the broader economy, the unemployment rate will rise and the number of job openings will continue to fall. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2]. All index data from Bloomberg.

Retail 52

Retail Marketing Marketing Sales 52

Diamond Consultants

DECEMBER 20, 2022

And based on our own experience (as hard numbers are not yet available), that activity continued throughout the second half of the year, despite volatile market headwinds. It was activity that we documented in a report covering the first half of the year (if you haven’t obtained a copy, you can get it here ).

Recruitment 59

Recruitment Compliance Wealth Management Banking 59

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. And we’d sort of turn that into a valuation business. Everybody knew the number but the appraiser. They were just helping the brokers get a bank loan through the process.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. RITHOLTZ: So, let’s talk a little bit about your career, which began as a reporter, went into M&A banking, and then went back to writing. He is one of the co-founders of Puck.

Engineering 252

Engineering Banking Management Numbers 252

James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. So a P/E over 20 is probably too rich.

Marketing 52

Marketing Marketing Valuation Economy 52

Brown Advisory

FEBRUARY 7, 2017

Of course, the figures cited above represent averages across a large number of hedge funds and are therefore not representative of any single fund. We also find that most partnerships of this type include a large number of funds (often 30 or more), bordering on over-diversification and dilution of the returns of the better managers.

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

Of course, the figures cited above represent averages across a large number of hedge funds and are therefore not representative of any single fund. We also find that most partnerships of this type include a large number of funds (often 30 or more), bordering on over-diversification and dilution of the returns of the better managers.

Investing 52

Investing Investments Management Portfolio 52