James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JANUARY 20, 2023

A number of headwinds As was the case last quarter, corporate America faces several stiff headwinds this earnings season. economy grew at a solid 3.2% and European economies, currency effects, and some mitigation of profit margin pressures from cost controls and lower inflation. economy may “muddle through” and skirt recession.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

OCTOBER 18, 2022

That means that the other 10 S&P sectors will likely see an earnings decline even if numbers come in better than expected, as they almost always do. While the pundits are mostly focused on what can go wrong this earnings season, there are several reasons to expect the numbers for this quarter to be decent. There are Some Positives.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

AUGUST 30, 2022

The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%.

Marketing 52

Marketing Marketing Valuation Economics 52

The Big Picture

JUNE 20, 2023

That’s a shocking number. We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. RITHOLTZ: Really, that’s a big number. The mortality rate is 10%.

Insurance 141

Insurance Healthcare Retail Medicine 141

Good Financial Cents

APRIL 19, 2023

License Your Music 13. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! One solution would be to license your music. Licensing your music means that in exchange for the rights to use your music in a project, people and companies pay you.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. RITHOLTZ: Everybody, General Motors had a credit on multi-big manufacturers there. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he?

Engineering 252

Engineering Banking Management Numbers 252

Brown Advisory

FEBRUARY 7, 2017

it will be challenging to gauge the effect on trade generally and on the domestic economy specifically. Some argue that the balance of trade will swing in our favor, with a positive impact on manufacturing, while others point to the negative effect on U.S. The HFRI Indexes are being used under license from Hedge Fund Research, Inc.,

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

it will be challenging to gauge the effect on trade generally and on the domestic economy specifically. Some argue that the balance of trade will swing in our favor, with a positive impact on manufacturing, while others point to the negative effect on U.S. The HFRI Indexes are being used under license from Hedge Fund Research, Inc.,

Investing 52

Investing Investments Management Portfolio 52