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Sunday links: a nation of bad drivers

Abnormal Returns

humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. npr.org) Economy Why wealth inequality is growing. disciplinefunds.com) The Fed's communication regime is a mess. papers.ssrn.com) The economic schedule for the coming week. (microcapclub.com) No portfolio strategy is perfect.

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10 Thursday AM Reads

The Big Picture

Carson ) • Don’t believe what anyone says about the economy. Washington Post ) but see also One plausible explanation for this too-good-to-be-true economy : The most plausible explanation of all is that the pandemic and subsequent recovery were so unusual that the normal rules of economics don’t apply. Including me.

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Weekly Economic Insight – February 27, 2023

Cornerstone Financial Advisory

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. However, members diverged on the economy, with some members finding the risk of recession elevated.

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Best Semiconductor Stocks in India To Watch Out For in 2023

Trade Brains

Despite the economic downturn, the global semiconductor industry remained resilient with revenue growth of 6.5% Semiconductors are components needed for manufacturing cars, televisions, refrigerators, washing machines, personal computers, laptops, mobiles, etc. How will it help the economy? to reach the $440bn mark in 2020.

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Weekly Market Insights – March 11, 2024

Cornerstone Financial Advisory

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index.

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Weekly Market Insights – April 29, 2024

Cornerstone Financial Advisory

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. 4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. Inflation Corporate earnings and economic reports battled it out last week.

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Weekly Market Insights – October 2, 2023

Cornerstone Financial Advisory

Mixed Economic Signals Amid recent signs of a labor market cooling (a hopeful sign for ending rate hikes), last Thursday’s initial jobless claims report showed only a slight increase of 204,000. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. Thursday: Jobless Claims.