Truemind Capital

JULY 18, 2025

Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture. Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises.

Financial Market 52

Financial Market Marketing Marketing Portfolio 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. This Week: Key Economic Data Monday: Motor Vehicle Sales. The Standard & Poor’s 500 Index fell 1.36 Factory Orders.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Housing Market Index.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. One area of concern has been the economic impact of proposed tariffs.

Marketing 52

Marketing Marketing Economics Taxes 52

Dear Mr. Market

MARCH 6, 2025

The misunderstood villain of the economic world, blamed for everything from rising grocery bills to why Uncle Bobs imported car parts now cost a fortune. That lethargic and downright comatose feeling the body goes through trying to digest too much food is akin to what our economy is dealing with right now. Valuations.

Marketing 63

Marketing Marketing Economy Economics 63

Cornerstone Financial Advisory

DECEMBER 9, 2024

9 This Week: Key Economic Data Tuesday: Productivity and Costs. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S. Food for Thought… Life is either a daring adventure, or nothing.” Wednesday: Consumer Price Index (CPI).

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 30, 2024

6 This Week: Key Economic Data Monday: Pending Home Sales. Source: I nvestors Business Daily – Econoday economic calendar ; December 27, 2024 The Econoday economic calendar lists upcoming U.S. Food for Thought… The strongest of all warriors are these two- Time and Patience.” Thursday: Jobless Claims.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. Christine Philpots. 00:01:37 [Speaker Changed] Thank you for having me.

Investing 144

Investing Investments Economics Marketing 144

The Big Picture

JULY 21, 2023

@TBPInvictus here; Let’s cut to the chase : A popular video on YouTube claims the poor are much less poor than the official statistics suggest because those statistics ignore government welfare programs like Food Stamps and Aid to Dependant Children and lots of other safety net programs. ” Was this ignorance? Sheer stupidity?

Math 246

Math Government Economics Valuation 246

Nationwide Financial

APRIL 3, 2023

This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations. versus 4.7% the previous month.

Marketing 105

Marketing Marketing Valuation Economics 105

Validea

AUGUST 6, 2024

During economic downturns, certain types of stocks tend to perform better than others. Strong balance sheets: Low debt levels and ample cash reserves help weather economic storms. Value orientation: Stocks trading at reasonable valuations may have less downside risk.

Economics 52

Economics Valuation Food Healthcare 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 105

Marketing Marketing Economics Food 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

Core inflation, which excludes energy and food prices, came in a bit hotter, rising 0.3% jump in food prices. Excluding energy and food, the monthly increase was also unchanged. 6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. month-over-month and 4.0% from a year ago.

Marketing 105

Marketing Marketing Taxes Economics 105

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 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

MARCH 25, 2024

4,5 This Week: Key Economic Data Monday: New Home Sales. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. Elimination isn’t the intention; the goal is to balance nutrient-rich and energy-dense foods. Tuesday: Durable Goods Orders.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

​ 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. Core inflation was 3.2%

Marketing 105

Marketing Marketing Economics Taxes 105

Random Roger's Retirement Planning

SEPTEMBER 7, 2022

Huge growth potential, sky high valuations, high beta to the S&P 500, no dividend, you'd expect that one with these attributes would outperform, you'd certainly evaluate a name like this on that basis. It's hard to imagine that investors pick a regulated utility expecting it to outperform the market.

Portfolio 98

Portfolio Valuation Food Marketing 98

Cornerstone Financial Advisory

MARCH 18, 2024

Additionally, core PPI (excluding food and energy) was hotter than expected. 5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. in February, more than the expected 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. However, investors may hope that artificial intelligence will play a more significant role in productivity increases. Retail Sales.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

NOVEMBER 20, 2023

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. Consumer prices were flat in October from the previous month, while the 12-month increase was 3.2%.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Inflation Eases The Personal Consumption Expenditures Price index (PCE)–the Fed’s preferred measure of inflation–was released last week, showing core PCE (excludes energy and food) rose 0.2% 5 This Week: Key Economic Data Monday: Factory Orders. 5 This Week: Key Economic Data Monday: Factory Orders. in October and 3.5%

Marketing 105

Marketing Marketing Taxes Economics 105

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. Masticating juicers “chew” the food and are slower. News of unemployment remaining steady at 3.7% also helped sentiment.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

OCTOBER 14, 2024

7,8 This Week: Key Economic Data Monday: Fed Official Christopher Waller speaks. Source: I nvestors Business Daily – Econoday economic calendar ; October 9, 2024 The Econoday economic calendar lists upcoming U.S. Green foods contain various compounds that have anti-cancer properties. API Weekly Oil Stocks.

Marketing 52

Marketing Marketing Food Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 3, 2024

Weekly Market Insights | September 3rd, 2024 Pressure on the Nasdaq and S&P 500 There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. 6 This Week: Key Economic Data Tuesday: ISM Manufacturing Index. The Dow Jones Industrial Average rose 0.94 Construction Spending.

Marketing 52

Marketing Marketing Food Economics 52

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. The recent rally in the market has made the valuations more expensive compared to historical standards. Valuations across all sectors do not offer any margin of safety.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Cornerstone Financial Advisory

JULY 22, 2024

Upbeat Economic Data Although stocks were under pressure, some investors saw “green shoots” in a few economic reports. 7,8 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Investors Business Daily – Econoday economic calendar; July 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

APRIL 24, 2023

The share price of a company has nothing to do with the company’s valuation. 1,99,223 Cr Nestle India is in the food processing industry and is the company with the highest market cap in this list of costliest shares in India. Consumer Food 1,99,223 20,744.3 Consumer Food 2,214.73 Nestle India (Rs. Abbott India Ltd.

Manufacturing 98

Manufacturing Food Pharmaceutical Investing 98

Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Adding the Russian invasion of Ukraine to the mix has been like pouring gasoline on the flames of inflation, especially when it comes to the energy and food sectors. Source: Trading Economics. Source: Trading Economics.

Economy 59

Economy Economics Valuation Investing 59

Nationwide Financial

AUGUST 15, 2022

Bears point out that inflation remains historically high, valuations are above historical averages with risk to 2023 earnings, and retail investors have yet to have a capitulation moment. Inflation data was better than feared, though much of the decline was due to energy prices, with food prices and shelter remaining stubbornly high.

Marketing 52

Marketing Marketing Retail Food 52

Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. We continue to hold 7-10% exposure to Southeast Asian markets due to attractive valuations and improving growth prospects.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

James Hendries

JULY 21, 2022

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.

Management 52

Management Marketing Marketing Valuation 52

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Cornerstone Financial Advisory, LLC Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. Core inflation (excludes energy and food) was more encouraging, rising 4.3%– down from July’s reading of 4.7%. in August.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 26, 2023

The retreat continued into Friday, fueled by global growth fears from new economic data indicating more robust economic slowdowns in the eurozone, Japan, and Australia. 6 This Week: Key Economic Data Tuesday: Durable Goods Orders. Source: Econoday, June 23, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Nationwide Financial

DECEMBER 19, 2022

Deteriorating earnings estimates for next year have many wondering what the true valuation is for equity markets. Despite the weak patch, the Atlanta Fed’s GDPNow Model still forecasts growth in the fourth quarter of 2.8%, and the Citi Economic Surprise Index remains positive. PMI data was disappointing, with both manufacturing (46.2)

Marketing 52

Marketing Marketing Food Economy 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Core prices (excludes food and energy) slowed to 5.7%, a decline from the previous month’s 6.0% This Week: Key Economic Data. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Here are some to get you started: Eat more whole foods (set a particular number based on your lifestyle).

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 11, 2023

Hopes that the Fed may not find it necessary to raise interest rates were dented by economic data reflecting higher prices, rising labor costs, and fewer-than-forecast initial jobless claims. This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). This guide shows you how many calories a single serving of food contains.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

The year-over-year inflation rate remained at 8.5%, while the core CPI (excluding food and energy) came in at 5.9%. Among the index components seeing substantial price increases were food (+10.9% This Week: Key Economic Data. Index of Leading Economic Indicators. from 12 months ago) and shelter (+5.7%).

Marketing 59

Marketing Marketing Taxes Economics 59