Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. of time Price/Sales 0.70 As you can see, small/mid-cap value has rarely been so cheap (our data goes back to 2006).

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Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. 5 This Week: Key Economic Data Monday: Housing Market Index. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Tuesday: FOMC Meeting Begins.

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Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. Following the huge 11.2%

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Cornerstone Financial Advisory

APRIL 29, 2024

4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. Earnings Vs. Inflation Corporate earnings and economic reports battled it out last week. The big economic news was that Q1 GDP grew at a 1.6 Thursday: Motor Vehicle Sales.

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Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% 6 This Week: Key Economic Data Tuesday: PMI Composite. New Home Sales. Pending Home Sales. Jobless Claims. Consumer Sentiment.

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Trade Brains

FEBRUARY 1, 2024

With a market valuation of ₹3.13 Although the company struggled in 2021-2022 due to high inflation, supply chain disruptions (specifically in the semiconductor industry), and economic uncertainty, the story in 2023 is quite different. The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026.

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Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. 6 This Week: Key Economic Data Tuesday: Housing Starts. Existing Home Sales. Index of Leading Economic Indicators. New Home Sales. Wednesday: Consumer Confidence. Jobless Claims.

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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. Sales more than tripled compared to one year ago, clocking in at $22.1 Every segment reported higher than expected sales. billion versus $6.2

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Trade Brains

JANUARY 18, 2024

With a market valuation of ₹3.13 Although the company struggled in 2021-2022 due to high inflation, supply chain disruptions (specifically in the semiconductor industry), and economic uncertainty, the story in 2023 is quite different. The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026.

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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. New home sales in February slipped 0.3

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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. Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7%

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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. ISM Services Index.

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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%

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Cornerstone Financial Advisory

APRIL 15, 2024

5,6 This Week: Key Economic Data Monday: Retail Sales. Existing Home Sales. Source: Investors Business Daily – Econoday economic calendar; April 11, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities.

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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.

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Cornerstone Financial Advisory

MARCH 11, 2024

6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Retail Sales. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities.

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Cornerstone Financial Advisory

DECEMBER 26, 2023

in November, reaching levels not seen since May, while existing home sales rebounded 0.8%, reversing five straight months of declines. Existing home sales have been hurt by low inventory since many homeowners with low-rate mortgages are hesitant to move and take on a higher-rate mortgage. New home construction rose 14.8%

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Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. 5 This Week: Key Economic Data Thursday: Jobless Claims. Friday: Consumer Sentiment.

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Validea

MAY 5, 2023

Market volatility and economic slowdowns can often expose a company’s vulnerabilities, making it easier for activist investors to target those companies and campaign for massive changes, contends an article in Barron’s. But as that liquidity drains out, it’s much more difficult to keep those problems in the dark.

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Cornerstone Financial Advisory

NOVEMBER 20, 2023

The rally paused in the final days of trading as stocks digested their gains and investors assessed weak retail sales and industrial production reports and a rise in continuing jobless claims. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Over the last 12 months, wholesale prices rose just 1.3%. FOMC Minutes.

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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. Tuesday: Consumer Confidence. Wednesday: Gross Domestic Product (GDP).

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Abnormal Returns

NOVEMBER 5, 2022

Autos New car sales prices are finally easing. axios.com) On the economics of building a new gasoline station. 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.

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Carson Wealth

JULY 27, 2022

Earnings-per-share may be pushed higher if energy stocks report big gains due to higher prices, but short-term earnings shocks upward aren’t as valuable as margin or sales growth that can be sustained for long periods. Valuations Could Move to a More Normal Range . Virus variants: Will virus mutations undo the economic recovery?

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Cornerstone Financial Advisory

AUGUST 21, 2023

Weekly Market Insights: Stocks Weather Summer Storm Of News And Indicators Presented by Cornerstone Financial Advisory, LLC Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. 4 Retail Sales Surprise Retail sales jumped 0.7% New Home Sales.

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Cornerstone Financial Advisory

JUNE 19, 2023

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. Thursday: Existing Home Sales.

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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.

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Validea

MARCH 30, 2024

Cyclicals – Companies whose business follows the economic cycle 5. – Check if inventories are growing faster than sales, a red flag. Annual sales should be over $1 billion and the P/E below 40 for large fast-growers. Annual sales should be over $1 billion and the P/E below 40 for large fast-growers.

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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. It should not be considered a solicitation for the purchase or sale of the securities. EIA Petroleum Report.

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Cornerstone Financial Advisory

DECEMBER 11, 2023

5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Thursday: Retail Sales. Source: Econoday, December 8, 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.

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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. FOMC Minutes.

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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. PCE is the Fed’s preferred inflation gauge.)

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Cornerstone Financial Advisory

JANUARY 23, 2023

Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. 4 Consumers Retrench Retail sales fell 1.1% New Home Sales.

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Validea

JUNE 27, 2023

With the belief that homebuilders have the inventory to meet building demands, the managers called the housing sector “positive,” even though existing home sales have declined as homeowners don’t want to give up their cheap mortgages to take on higher interest loans. As interest rates rose last year, shares of homebuilders in the U.S.

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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. It should not be considered a solicitation for the purchase or sale of the securities. also helped sentiment.

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Cornerstone Financial Advisory

APRIL 17, 2023

A weak retail sales number on Friday shaved the gains to close out the week. 5 This Week: Key Economic Data Tuesday: Housing Starts. Existing Home Sales. Index of Leading Economic Indicators. Source: Econoday, April 14, 2023 The Econoday economic calendar lists upcoming U.S. Thursday: Jobless Claims.

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Nationwide Financial

MAY 22, 2023

Bears note a higher-for-longer Fed, softening macro data, uncertain geopolitical risks, and deteriorating valuations. Expectations for Fed policy are adjusting in real-time, as encouraging economic data is raising hopes for a soft landing. trillion, and allocation to bonds is at a 14-year high.

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Zoe Financial

JULY 17, 2023

25% rally over the last 9 months for stocks, mainly driven by valuation expansion. Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. June retail sales and housing market data. Main reason for market enthusiasm has to do with the inflation numbers for June.

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