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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

Core CPI (excluding food and energy) also moderated, rising just 0.2% 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. Taxpayers are expected to report any income earned from hobbies, even if it’s not a licensed business.

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The Quality Factor: Benefits of Investing in High Quality Stocks

Validea

By rigorously screening for these quality characteristics, investors can construct a portfolio of companies that should be able to compound wealth at an above-average rate over time while holding up better than the market during economic downturns and periods of elevated volatility. Incorporating some element of value (e.g.

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Xi Jinping’s Influence to be Tested | Weekly Market Commentary | October 3, 2022

James Hendries

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. from an earlier forecast of 5%.

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Capital Markets: The Essence of American Capitalism | Weekly Market Commentary | July 03, 2023

James Hendries

While activity remains muted at best, expectations are focused on 2024, when there is a prevailing consensus that the Federal Reserve (Fed) will be finished with its rate hike campaign, and that economic conditions will be resilient enough to underpin a strong capital markets environment. With economic data continuing to suggest the U.S.

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Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022

James Hendries

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Any economic forecasts set forth may not develop as predicted and are subject to change.

Retail 52
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Transcript: Jonathan Miller

The Big Picture

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

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Managing Volatility | Weekly Market Commentary | July 18, 2022

James Hendries

Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier. Lower inflation tends to bring higher valuations (Fig.1). LPL Research expects perhaps 1.5 If the U.S.