article thumbnail

Sunday links: a nation of bad drivers

Abnormal Returns

humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. disciplinefunds.com) The Fed's communication regime is a mess. papers.ssrn.com) The economic schedule for the coming week. (microcapclub.com) No portfolio strategy is perfect. theatlantic.com) How success is changing Novo Nordisk ($NVO).

article thumbnail

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. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Tuesday: Consumer Confidence.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

10 Thursday AM Reads

The Big Picture

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. Everyone is looking at the same set of numbers and somehow coming to opposite conclusions.

License 141
article thumbnail

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. It led to a shortage of semiconductors worldwide. Cr in FY22.

article thumbnail

Weekly Market Insights – April 1, 2024

Cornerstone Financial Advisory

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. Conflicting economic news on Monday and Tuesday contributed to the slide. PMI Manufacturing Final. Construction Spending.

article thumbnail

Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?

Trade Brains

Hailed as ‘Small Cap Czar’ by The Economic Times, Porijnu Veliyath is a prominent ace investor of India with a networth of Rs 200 crore. Established in 1994, Centum Electronics is a well-diversified electronics manufacturing company with an international footprint. EPS ₹8 Stock P/E 196 RoE 3.2% Promoter Holding 59% Dividend Yield 0.6%

Portfolio 109
article thumbnail

Weekly Market Insights – January 29, 2024

Cornerstone Financial Advisory

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. ISM Manufacturing Index.