Abnormal Returns

JUNE 11, 2023

wsj.com) How a seed investor approaches valuation discussions. bloomberg.com) Ezra Klein talks with Jennifer Pahlka author of "Recoding America: Why Government Is Failing in the Digital Age and How We Can Do Better." axios.com) The economic schedule for the coming week. (om.co) Twitter really hates paying its bills.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

The Big Picture

JUNE 29, 2023

My morning train WFH reads: • Gold Is No Longer a Good Hedge Against Bad Times : The precious metal has become just another cyclical asset, no longer a useful harbinger of social and economic collapse. Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! Slate ) • St.

Recruitment 130

Recruitment Transportation Valuation Consulting 130

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Much of the employment growth over the past year has come from non-cyclical sectors, such as health care, education, and government, but only because these sectors lagged the initial recovery in 2021-2022.

Marketing 96

Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 82

Marketing Marketing Economics Taxes 82

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. But the rally faded as traders fixated on a potential government shutdown. Thursday: Jobless Claims.

Marketing 89

Marketing Marketing Taxes Economics 89

Nerd's Eye View

OCTOBER 4, 2023

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.

Valuation 211

Valuation Economics Economy Marketing 211

Cornerstone Financial Advisory

DECEMBER 18, 2023

6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, December 15, 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.

Marketing 92

Marketing Marketing Taxes Economics 92

Carson Wealth

JULY 27, 2022

Not only was the economy more open last year, but those quarters benefited from consumers making up for low spending in 2020 and from large amounts of government aid. . Valuations Could Move to a More Normal Range . The decline in the equity market pushed valuations down to levels in line with the period between 2015 and 2020.

Marketing 98

Marketing Marketing Valuation Economy 98

Trade Brains

FEBRUARY 26, 2024

The model is adopted by the government to invite private infrastructure developers to construct roads & highways. Under this model, the government bears a part of the construction costs and the remaining is undertaken by the developer. In the Union Budget for FY25, the Government allocated Rs. 1509 Cr, Rs. 1585 Cr, and Rs.

Government 59

Government Assets Compliance Transportation 59

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% The most economically sensitive industries saw the strongest stock price gains. The low interest rates that justified higher stock valuations are not so low anymore. Part of that answer can be found in the strength of the U.S.

Economy 52

Economy Valuation Investment Advisor Economics 52

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

OCTOBER 30, 2023

Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. 5 This Week: Key Economic Data Wednesday: FOMC Announcement. Jobless Claims.

Marketing 96

Marketing Marketing Economics Taxes 96

Cornerstone Financial Advisory

MARCH 18, 2024

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. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Fed Balance Sheet.

Marketing 85

Marketing Marketing Taxes Economics 85

David Nelson

JULY 31, 2023

Bloomberg Data This time it wasn’t comments from a rogue Fed official or even a hot economic release that ended the party. The Bank of Japan loosened its policy of managing the yield of ten-year Japanese government bonds. It’s time for government to do theirs. No, this time the trigger was pulled half a world away.

Marketing 52

Marketing Marketing Valuation Banking 52

Discipline Funds

MARCH 7, 2023

1 It’s interesting in the context of economic growth as we tend to think of economic growth across “cycles” or repeating ups and downs. But one of the great lessons I’ve learned over the course of my career studying financial markets and economics is that these things almost always take longer than we expect.

Economics 75

Economics Government Economy Assets 75

Validea

OCTOBER 19, 2022

While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. The chart below shows that of the tech sector’s 760% total return, 620% came from the change (increase) in valuation while 140% came from increasing earnings and dividends.

Investing 128

Investing Investments Valuation Portfolio 128

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 71

Marketing Marketing Economics Taxes 71

Investing Caffeine

NOVEMBER 1, 2021

Expanding government deficits and debt (stimulus/infrastructure). Government debt ceiling negotiations. However, the economic laws of supply and demand remain just as true today as they did in 1776 when Adam Smith wrote Wealth of Nations (see also Pins, Cars, Coconuts & Chips ). . · Federal Reserve monetary policy.

Valuation 52

Valuation Government Economics Investing 52

Cornerstone Financial Advisory

APRIL 1, 2024

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.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 7, 2023

government debt by a major credit rating agency due to its belief in expected fiscal deterioration over the next three years. 6 This Week: Key Economic Data Thursday: Consumer Price Index (CPI). Consumer Sentiment Source: Econoday, August 4, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 88

Marketing Marketing Medicine Taxes 88

Cornerstone Financial Advisory

APRIL 22, 2024

6 This Week: Key Economic Data Tuesday: PMI Composite. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. New Home Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Nationwide Financial

SEPTEMBER 9, 2022

But the current economic and political environment may not accommodate additional fiscal stimulus, with inflation continuing to run rampant and government spending remaining at high levels. The S&P 500 valuation has settled at around 17-times forward earnings as of this writing.

Valuation 105

Valuation Government Marketing Marketing 105

Validea

SEPTEMBER 16, 2022

Last month, Tencent posted the first revenue decline its seen since 2014, and present economic conditions in China make it unlikely to get back on track any time soon as the gaming industry deals with stricter regulations and ongoing Covid lockdowns. Meanwhile, BYD faces negative investor sentiment and wavering growth momentum.

Valuation 59

Valuation Economics Media Government 59

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. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. 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

Cornerstone Financial Advisory

APRIL 15, 2024

5,6 This Week: Key Economic Data Monday: Retail Sales. Source: Investors Business Daily – Econoday economic calendar; April 11, 2024 The Econoday economic calendar lists upcoming U.S. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Business Inventories.

Marketing 52

Marketing Marketing Taxes Economics 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 83

Marketing Marketing Economics Taxes 83

David Nelson

SEPTEMBER 26, 2023

Bloomberg Data 10-year rates broke to a new cyclical high forcing investors back to the fundamental reality that the first input of most valuation models is the risk-free rate. Throw in a government shutdown likely at the end of this month, we were lucky the S&P 500 was only down just shy of 3%. We still have a divided government.

Valuation 52

Valuation Government Healthcare Budgeting 52

Investing Caffeine

SEPTEMBER 2, 2022

And these economically-slowing measures, coupled with the Fed’s $95 billion in quantitative tightening policies (QT), will according to the Fed Chairman, “bring some pain to households and businesses. Source: Trading Economics. The unemployment rate registered in at a near a generational-low of 3.5% Source: Calculated Risk.

Marketing 59

Marketing Marketing Taxes Budgeting 59

Cornerstone Financial Advisory

FEBRUARY 5, 2024

3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Fed Balance Sheet.

Marketing 77

Marketing Marketing Taxes Economics 77

Cornerstone Financial Advisory

NOVEMBER 6, 2023

On Friday, the government’s monthly employment report further confirmed a potentially cooling employment picture, showing an October slowdown in hiring (150,000 new jobs versus September’s revised gain of 297,000) and an uptick in the unemployment rate to 3.9%. 5 This Week: Key Economic Data Thursday: Jobless Claims.

Marketing 98

Marketing Marketing Taxes Investment Advisor 98

Cornerstone Financial Advisory

NOVEMBER 27, 2023

They further said that future rate decisions will be based on fresh economic data, offering no indication that a rate cut was forthcoming, as many analysts are increasingly anticipating for 2024. This Week: Key Economic Data Monday: New Home Sales. Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 80

Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. 6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). Durable Goods Orders.

Marketing 84

Marketing Marketing Taxes Economics 84

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. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest.

Marketing 78

Marketing Marketing Taxes Economics 78

Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. over the next couple of years.

Economy 59

Economy Economics Valuation Investing 59

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.

Valuation 289

Valuation Investing Investments Engineering 289

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. Industrial Production.

Marketing 52

Marketing Marketing Taxes Economics 52