The Big Picture

JANUARY 9, 2023

Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). central bank to avoid overdoing it with higher-than-needed interest rates, a top economic adviser in the Obama White House said after a fresh review of Fed policy since World War Two.

Economy 173

Economy Valuation Education Retail 173

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. Consumer spending was up 0.2%

Marketing 105

Marketing Marketing Valuation Economics 105

Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. Economic Updates: Payroll data: 227k new jobs added, above 220k expected. ISM Manufacturing (PMI) & Services (PMI ) data: Both remain in expansion territory, with services already strong. Actual economic or market events may turn out differently than anticipated.

Marketing 40

Marketing Marketing Economics Taxes 40

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

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. ISM Manufacturing Index. The Standard & Poor’s 500 Index fell 0.96

Marketing 52

Marketing Marketing Taxes Economics 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

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Tuesday: Consumer Confidence.

Economics 59

Economics Taxes Investment Advisor Investing 59

Trade Brains

JANUARY 21, 2024

The railways, like the veins of the country, connect states, making it very economical to transport goods across India as well as to the ports, from where they will be exported to the world. The Company began its operations by manufacturing freight wagons for the Indian Railways. The Company can manufacture over 8000 wagons annually.

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S. We continue to favor the U.S.,

Investing 96

Investing Investments Marketing Marketing 96

Cornerstone Financial Advisory

DECEMBER 30, 2024

6 This Week: Key Economic Data Monday: Pending Home Sales. ISM Manufacturing Index. Source: I nvestors Business Daily – Econoday economic calendar ; December 27, 2024 The Econoday economic calendar lists upcoming U.S. 3-Month Treasury Bill Auction. Tuesday: Case-Shiller Home Price Index. Thursday: Jobless Claims.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

JUNE 4, 2025

Industrial stocks represent a diverse group of companies that build, move, manufacture, and maintain much of the worlds economic infrastructure. Why Industrials Matter The industrial sector plays a vital role in enabling economic growth, both in the U.S. General Electric (GE) ) Automation and advanced manufacturing (e.g.,

Manufacturing 52

Manufacturing Economics Transportation Economy 52

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 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Economic Growth Exceeds Expectations. This Week: Key Economic Data. The Nasdaq Composite index added 2.24% for the week.

Marketing 105

Marketing Marketing Economics Taxes 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. ISM Manufacturing Index.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

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. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. Thursday: Jobless Claims.

Marketing 111

Marketing Marketing Taxes Economics 111

The Big Picture

MAY 27, 2025

The predecessor of one of the companies, and I don’t remember if this was all ball past something else, was Pavilion, a French manufacturer of 00:07:53 [Speaker Changed] Pave Jer Pavier. We built a manufacturing business. I mean, we’ve, we’ve had valuations of 30 to $40 million of restaurant. Fast and Slow.

Food 130

Food Numbers Investing Investments 130

Cornerstone Financial Advisory

AUGUST 1, 2022

Stocks on Thursday shrugged off news of a second-consecutive quarter of negative economic growth to build on Wednesday’s gains as fresh earnings continued to comfort, if not impress, investors. It was the second-consecutive quarter of negative economic growth, meeting the technical definition of a recession. Economy Contracts .

Marketing 104

Marketing Marketing Taxes Economics 104

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 105

Marketing Marketing Taxes Economics 105

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. Friday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 105

Marketing Marketing Taxes Economics 105

Carson Wealth

FEBRUARY 26, 2024

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. Earnings, Not Rising Valuations, Driving Magnificent Seven Stock Gains Of course, NVIDIA’s stock movement has been strong. One year ago, its net profit was $1.41

Marketing 96

Marketing Marketing Valuation Economy 96

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

Trade Brains

APRIL 24, 2023

The share price of a company has nothing to do with the company’s valuation. 36,697 Cr Madras Rubber Factory (MRF) is a tyre manufacturer that produces a wide range of tires. 45,338 Cr Page Industries operates in the textile industry and is an Indian manufacturer and retailer of innerwear, loungewear, and socks.

Manufacturing 98

Manufacturing Food Pharmaceutical Investing 98

Cornerstone Financial Advisory

JANUARY 8, 2024

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.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

APRIL 29, 2025

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. We learned everything, you know, across from accounting to auditing to, to tax and valuation. It seemed like the perfect match of asset and liabilities until real estate valuations bottomed out.

Management 130

Management Assets Portfolio Insurance 130

Validea

JANUARY 13, 2023

Making things murkier are happenings such as the rising bond yield, and stock valuations that are again near their long-term average, as well as bubble bursts in the speculative tech, cryptocurrency, and clean energy sectors. Economic data backs up the confusion, according to the article.

Investing 59

Investing Investments Valuation Economy 59

Investing Caffeine

JUNE 1, 2023

a leading Silicon Valley chip manufacturer of computationally-intensive GPUs (graphics processing units), which are used in generative AI models such as OpenAI’s ChatGPT (see NVIDIA products below). for the month and +23.6% At the center of this disruptive and transformational AI movement is NVIDIA Corp., S&P Small-Cap Index: -2.3%

Engineering 105

Engineering Accounting Healthcare CFP 105

Cornerstone Financial Advisory

DECEMBER 11, 2023

One AI chip manufacturer announced a new AI chip, followed by a mega-cap tech company unveiling an enhanced version of its AI model for business use. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S. FOMC Announcement.

Marketing 98

Marketing Marketing Taxes Economics 98

Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 This IPO could open doors for more people to invest in India’s grassroots economic growth. trillion ($112 billion). 10 billion.

Banking 111

Banking Financial Services Insurance Assets 111

Validea

JUNE 27, 2023

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.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Validea

AUGUST 5, 2022

With the Fed swiftly raising rates and the slowing of economic growth, small-cap stocks have gotten pummeled. But their valuations would indicate that they already have; as the article points out, the Russell 2000 traded at 13 times 12-month forward earnings, almost the lowest it’s been since the 2008 financial crisis. Yeti, the $4.4

Valuation 59

Valuation Manufacturing Economics Sales 59

Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. 4 Disconcerting Economic Data It was a relatively quiet week for economic news, but several new economic data reports gave insights into overall activity.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 2, 2024

6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S. Thursday: Automated Data Processing (ADP) Employment Report. Jobless Claims. Friday: Employment Situation.

Taxes 104

Taxes Numbers Investment Advisor Investing 104

The Irrelevant Investor

SEPTEMBER 13, 2020

One of the basic concepts in economics is that things get more expensive over time. As we've seen over the past decade, inflation is one of the least understood concepts in all of economics. Source: Upside Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes The post What’s Driving Inflation?

Electronics 52

Electronics Valuation Economics Manufacturing 52

David Nelson

APRIL 10, 2023

It’s kind of like that in the stock market, negative economic data one week might get a positive price reaction in the market. Manufacturing and services ISM data were softer than expected. Manufacturing is clearly falling off a cliff and services are barely in expansion territory. ISM Manufacturing – 46.3

Manufacturing 52

Manufacturing Banking Economics Healthcare 52

Trade Brains

JUNE 12, 2024

Originating as a tobacco and cigarette manufacturer, the company has evolved significantly. The government’s strong emphasis on the Travel & Tourism sector, recognizing its substantial economic multiplier impact and employment generation potential, further bolsters the outlook.

Planning 81

Planning Valuation Portfolio Assets 81

Trade Brains

MAY 24, 2023

India is a land of agriculture, and to revolutionize the farming sector, a company inspired by Mahatma Gandhi’s economic freedom began to manufacture tractors under the brand name “Swaraj” in the last seven decades. In recent years SEL has also been a supplier of hi-tech engine components to Swaraj Mazda (SML).

Engineering 59

Engineering Planning Manufacturing Accounting 59

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The fed funds futures market is increasingly forecasting a 0.50% increase in December.

Marketing 52

Marketing Marketing Manufacturing Economy 52