Abnormal Returns

NOVEMBER 5, 2022

axios.com) On the economics of building a new gasoline station. insidehook.com) Food Why you should go to a farmers markets when on vacation. huddleup.substack.com) The average NHL franchise has topped the $1 billion valuation mark. newsletter.abnormalreturns.com) Mixed media NASA touts the economic impact of space spending.

Financial Advising 130

Financial Advising Media Economics Valuation 130

The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. WENGER: Yeah.

Valuation 289

Valuation Investing Investments Engineering 289

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 81

Marketing Marketing Economics Taxes 81

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 85

Marketing Marketing Taxes Economics 85

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 75

Marketing Marketing Insurance Taxes 75

Truemind Capital

JANUARY 16, 2024

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

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

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 78

Marketing Marketing Taxes Economics 78

Cornerstone Financial Advisory

JULY 17, 2023

Core inflation (excludes food and energy), which has been more stubborn, fell to 4.8% 6 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S. Consumer prices rose 0.2% in June and 3.0% from a year ago.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 14, 2023

Weekly Market Insights: Summertime Blues For The Markets Presented by Cornerstone Financial Advisory, LLC Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. 5 This Week: Key Economic Data Tuesday: Retail Sales. versus the expected 0.2%

Marketing 52

Marketing Marketing Taxes Economics 52

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 Manufacturing 52

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 90

Marketing Marketing Taxes Economics 90

Cornerstone Financial Advisory

NOVEMBER 14, 2022

The core CPI (excludes energy and food sectors) rose a more modest 0.3% Energy was up 1.8%, while food costs rose 0.6% This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Monday: Tyson Foods, Inc.

Marketing 59

Marketing Marketing Economics Taxes 59

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

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 81

Portfolio Valuation Food Economics 81

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 Investment Advisor 59

David Nelson

DECEMBER 19, 2022

Wave after wave of layoffs in the economic growth sectors and a household survey that showed we actually lost 138k jobs last month don’t seem to play into Fed thinking. The soft-landing playbook seems increasingly hard to pull off with the terminal rate still near 5% and economic activity slowing everywhere. respectively.

Economics 59

Economics Numbers Valuation Food 59

Validea

MARCH 30, 2024

Cyclicals – Companies whose business follows the economic cycle 5. Smaller ones get more leeway on valuation. REX American Resources (REX ): REX produces and sells ethanol and related products like dried distillers grains, corn oil, and non-food grade corn oil. Over 50% is unsustainably high. long-term growth rate, $1.1

Investing 52

Investing Investments Insurance Assets 52

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

Cornerstone Financial Advisory

JUNE 27, 2022

Declining energy and food prices and falling bond yields signaled a potentially improving inflation outlook, buoying investor sentiment. This Week: Key Economic Data. Source: Econoday, June 24, 2022 The Econoday economic calendar lists upcoming U.S. The Nasdaq Composite index rose 7.49% for the week. Stocks Bounce.

Marketing 52

Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

APRIL 3, 2023

Inflation Grinds Lower I n an otherwise news-light week, Friday saw the release of February’s personal income and outlays report, which provides insight into inflation and consumer expenditures, the dominant contributor to economic growth. Energy prices declined, partially offsetting increases in food, goods, and services.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 31, 2023

1,2,3 Stocks Pop Stocks were flat for much of last week amid a batch of new earnings, a 0.25% interest rate hike, and strong economic data. Economic activity expanded by 2.4%, which was above the forecast of two percent and represented an acceleration from its first quarter GDP of 2.0%. Job Openings and Labor Turnover Survey (JOLTS).

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

Cornerstone Financial Advisory

NOVEMBER 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . Excluding food and energy, the PPI was flat for the month and up 6.7%

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 20, 2023

Mixed Results As Interest Rate Concerns Grow Presented by Cornerstone Financial Advisory, LLC Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. 5 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI) Flash.

Marketing 59

Marketing Marketing Distribution Taxes 59

Cornerstone Financial Advisory

JANUARY 3, 2023

Steps by China to move past its zero-Covid policies triggered concerns that its economic reopening might aggravate inflation pressures, sending stocks lower and bond yields higher to begin the week. This Week: Key Economic Data. Source: Econoday, December 30, 2022 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 29, 2022

After starting the week sharply lower on renewed rising interest rates and economic slowdown fears, markets staged a modest turnaround beginning mid-week. This Week: Key Economic Data. Source: Econoday, August 26, 2022 The Econoday economic calendar lists upcoming U.S. AVGO), Hormel Foods Corporation (HRL). BBY), HP, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 12, 2023

6 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, June 9, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. FOMC Announcement.

Marketing 59

Marketing Marketing Insurance Taxes 59

Trade Brains

APRIL 22, 2024

Petrochemicals are key elements in the Indian industrial segment and a major driver for economic growth. Fertiliser is one of the main agriculture inputs for increasing food grain production. There are 18 refinery projects expected to be commissioned by Fiscal 2031 with a cumulative capacity of 124.0

Manufacturing 59

Manufacturing Transportation Commission Portfolio 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Core inflation (excluding food and energy) was particularly alarming to investors, which jumped 6.3% This Week: Key Economic Data. Thursday: Index of Leading Economic Indicators. Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. August’s Consumer Price Index (CPI) rose 8.3%

Marketing 59

Marketing Marketing Taxes Economics 59

David Nelson

JUNE 27, 2022

Most valuation models start with the risk-free rate and as long as the terminal rate moves higher equity valuations will have to come in. With economic activity slowing, inflation rising and company after company concerned about margin pressure analysts have continued to push estimates higher. And therein lies the problem.

Valuation 52

Valuation Food Marketing Marketing 52

Trade Brains

SEPTEMBER 27, 2023

They would have survived any economic adversity affecting their business, managing to stay profitable. What started as a food review business, has scaled into become an absolute giant in the Food delivery business. The food delivery segment received orders of 64Cr in volume and saw a 21% growth from the previous year.

Healthcare 59

Healthcare Banking Communication Government 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

More troubling was core inflation (excludes energy and food prices), which gained 0.6% This Week: Key Economic Data. Index of Leading Economic Indicators. . The Econoday economic calendar lists upcoming U.S. in September and registered an increase of 6.6% from a year ago–the biggest 12-month increase since August 1982.

Marketing 52

Marketing Marketing Taxes Economics 52

Carson Wealth

JULY 26, 2023

So, from an economic standpoint, it’s essential to plan for the future as that’s likely where you will realize the bulk of your lifetime wealth. It was much more than just whipping up some food in the kitchen; we had distributors driving certain packaged goods cross-country while others were delivered fresh locally.

Planning 52

Planning Taxes Retirement Financial Advisor 52

Brown Advisory

FEBRUARY 14, 2023

For a corporation, human capital is crucial to its ability to innovate and to mitigate against operational disruptions, just as it is key to a country’s ability to grow and develop economically. We evaluate each sovereign on key ESG factors that we believe can affect political stability, promote economic growth and drive progress on the U.N.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

For a corporation, human capital is crucial to its ability to innovate and to mitigate against operational disruptions, just as it is key to a country’s ability to grow and develop economically. We evaluate each sovereign on key ESG factors that we believe can affect political stability, promote economic growth and drive progress on the U.N.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

For a corporation, human capital is crucial to its ability to innovate and to mitigate against operational disruptions, just as it is key to a country’s ability to grow and develop economically. For example, social factors are focused on human capital and the ability of a country to increase economic competitiveness through its citizens.

Government 52

Government Investing Investments Economics 52