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Wednesday links: an awesome product

Abnormal Returns

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing.

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Market Commentary: Earnings Season Flouts Calendar Effects

Carson Wealth

Another data point from the recent GFS caught our attention: The number of managers looking for ‘no landing’ is rising. NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101. billion versus $6.2

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The Best Small-Cap Opportunities

Validea

Housing is a cyclical industry, and this time around it remains “very well capitalized compared to prior economic cycles,” the managers write. Though the pandemic hit the outdoor recreation sector hard, “valuations have gotten attractively low,” and Royce has begun dipping back into it, the article reports.

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3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 200
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Weekly Market Insights – January 8, 2024

Cornerstone Financial Advisory

1,2 All About The Fed On Wednesday, manufacturing news came in better than expected, lifting markets until the December Federal Open Market Committee meeting minutes were released, revealing that the Fed members had discussed rate cuts for 2024 but in no specific terms. 3,4 This Week: Key Economic Data Tuesday: International Trade in Goods.

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Weekly Market Insights – October 30, 2023

Cornerstone Financial Advisory

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 100
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Weekly Market Insights – October 2, 2023

Cornerstone Financial Advisory

Mixed Economic Signals Amid recent signs of a labor market cooling (a hopeful sign for ending rate hikes), last Thursday’s initial jobless claims report showed only a slight increase of 204,000. However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers. Thursday: Jobless Claims.