Cornerstone Financial Advisory

AUGUST 29, 2022

The Nasdaq Composite index fell 4.44% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, lost 1.10%. While his comments did not break new ground, markets reacted severely, perhaps on worries that interest rate hikes may continue into next year. Under Pressure. Thursday: Jobless Claims.

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James Hendries

JULY 26, 2022

For the past year, supply-related problems contributed more to inflation than demand-related imbalances, but that may be changing soon. As consumers pivot to more services spending, travel-related consumer prices will likely take a longer time to moderate relative to goods prices. Second, strength in the U.S. A strong U.S.

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WiserAdvisor

FEBRUARY 14, 2024

The condition of comic books also plays a pivotal role in their salability and value. In contrast, the Federal Reserve’s index of delinquency rates on all loans at commercial banks indicates a decrease from about 3.76% to 1.32% over the decade leading up to December 2023. Rare editions can be elusive. billion to $456.76

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David Nelson

JANUARY 17, 2023

On Thursday, we got another inflation print that continues to head in the right direction. The CPI Consumer Price Index came in down 1/10 of a percent. It begs the question, what does that mean for markets this year? Markets are pricing in a full Fed pivot. Two-Year Yields. . 2023 will be the transition year.

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James Hendries

NOVEMBER 22, 2022

While the market has welcomed this news, history suggests the path to a Fed pivot could be volatile for stocks due to elevated inflation and interest rate risk. based on a year-over-year comparisons. What does a Fed pivot mean for equity and fixed income markets? Core inflation ticked down to 6.3% Sound familiar?

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The Big Picture

JANUARY 9, 2024

And then it had nothing to do with like, anything I did for the next, like seven years after law school. And then like you can spend your second year summer at a law firm. And if you spend your second-year summer at most law firms, they take you out to fancy lunches. Matt Levine : 00:08:17 I there for four years.

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The Big Picture

AUGUST 29, 2023

I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard. I’ve been there a couple of times.

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The Big Picture

MAY 9, 2023

He covers PE, infrastructure, growth, equity, credit, real estate, on and on. He’s been with Goldman for 25 years and helps oversee over $2.5 But in the UK, when you qualify as a chartered accountant, first of all, you have to complete your three years training. You have to finish the three years. Congratulations.

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The Big Picture

DECEMBER 28, 2022

The assets were going down year by year by year. So — RITHOLTZ: The irony of that is in 1966, hey, we were about to start, you know, a long period of equity underperformance. Just when you least expect it, something goes in a different direction. We’re just buying all the stocks in the index.

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The Big Picture

OCTOBER 31, 2023

And, and Michael has had a a bird’s eye view of this for, for really the past 25 years. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

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The Big Picture

AUGUST 29, 2022

There are a few people in the world who know as much about ETFs indexing, Vanguard, Jack Bogle. So, if you are remotely interested in passive investing, ETFs, indexing, or Vanguard and Jack Bogle, you will find this to be an absolutely fascinating conversation. You’re the go-to reporter for ETFs and passive indexes.

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The Big Picture

SEPTEMBER 12, 2022

And so, it was within the Corporate Equity Derivatives team. I — I fell in love with equity derivatives. Tell us a little bit about what that job entailed under normal circumstances and then we’ll talk about the couple of years that followed. So you’ve been that Citi for over 16 years. And so, I said, “All right.

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Brown Advisory

OCTOBER 26, 2021

mid-cap stocks, as measured by the Russell Midcap® Index (RMG), have a strong long-term performance record. Broad equity market indices capturing the segment have outperformed their larger and smaller counterparts over time—in both absolute and risk-adjusted terms—and over multiple market cycles (Exhibit 1).

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The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. And I also love the fact that, well, it took one more a year to get through school, three years versus two. What happened? I’m in.

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James Hendries

SEPTEMBER 7, 2022

If history is a guide, midterm elections may provide an added late-year boost. September has historically been one of the weakest months of the year for stocks, as shown in Figure 1. Over the past 10 years, September is the only month when the S&P 500 averages a loss (0.35%). September to remember?

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James Hendries

NOVEMBER 15, 2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. Until November of last year, value had underperformed growth for nearly 15 years. large cap S&P 500 Index. Value vs. Growth – Value Takes 2022.

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Cornerstone Financial Advisory

AUGUST 8, 2022

The Nasdaq Composite index picked up 2.15% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, gained 0.23%. from a year ago. The labor force participation rate moved slightly lower, slipping to 62.1%–its lowest level this year. Wednesday: Consumer Price Index (CPI).

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James Hendries

DECEMBER 4, 2022

In this week’s Weekly Market Commentary we share insights on publicly traded retailers, analyze their underperformance year to date, and look forward to 2023. Consumer behavior during the Thanksgiving weekend is often a good predictor of overall holiday sales and the recent data point to growth this year.

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James Hendries

AUGUST 15, 2022

economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. Although we are not likely in recession now, risks are rising for next year. A nagging concern as the economy pivots from reopening to retooling is the low participation rate. higher than a year ago.

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James Hendries

AUGUST 3, 2022

Fed Meeting Recap: Market Gets a Whiff of a Pivot. We continue to think the Fed will likely increase rates this year up to approximately 3.5% But the risks are undoubtedly rising for next year. We may get an official recession later this year or next, but it should be mild if we do. Here’s the good news: Markets liked it.

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James Hendries

AUGUST 15, 2022

Sentiment had gotten so negative and major indexes so oversold that any developments on the good side of those low expectations had the ability to push stocks higher. The S&P 500 Index flirted with that level of 4,231 on August 11 but ultimately closed above it on Friday as shown in Figure 1. One is the 50% retracement level.

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The Big Picture

MARCH 26, 2024

And that combination of her unique perch and perspective and her deep experience, a as either a fund manager or a strategist for the past 38 years unparalleled in the world of investing. It’s like the second year I was doing this. I remember that conversation nine years ago, but that was not the first time we met.

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The Big Picture

JUNE 27, 2023

1982 was the year that S&P futures started. Tell us a little bit about how you guys were positioned heading into that year. So it was really January of ’87 when it started to take off in that first part of the year. I think by the time we got to the high in August, right, it was up over 30% on the year.

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The Big Picture

DECEMBER 20, 2022

It really is a very, very different approach than what we think of as typical equity investing. So I feel really fortunate to have spent 35 years doing the same thing in emerging markets. RITHOLTZ: So you go from that onto Mother Merrill for three years, where you traded distressed EM. I’m like 25 years old.

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The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. So I didn’t even begin thinking about my career really until my senior year. And I joined their two year analyst program. Barely a few years outta school?

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The Big Picture

OCTOBER 31, 2022

He’s been a big advocate, along with Professor Siegel, of fundamental indexing, where you’re focusing on things like earnings and dividend and value. I actually left active professor in July of 2021, after 45 years of teaching at Wharton. I had taught four years in University of Chicago before that. RITHOLTZ: Sure.

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Investing Caffeine

DECEMBER 1, 2021

Like the flu, which produces new strains every year, new COVID strains such as Omicron are likely to surface on a regular basis. With all these scary Omicron headlines, one would expect a collapse in equity markets. This high-stakes game of chicken occurs every year or so. Well, at least not yet. Source: Calafia Beach Pundit.

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