Remove Ethics Remove Numbers Remove Retail Remove Valuation
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Weekly Market Insights – April 22, 2024

Cornerstone Financial Advisory

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% Dependents who have individual taxpayer identification numbers. Despite inflation concerns, individuals were in a spending mood in March.

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Weekly Market Insights – April 10, 2023

Cornerstone Financial Advisory

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. Friday: Retail Sales. Let us at least survive and go on trying.” – Dora Russell How To Choose A Tax Preparer It’s essential to choose a tax preparer that is suitable for your needs as well as reliable and ethical.

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2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount.

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2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And definitely, their retail market participation is significantly lower than you can see in the U.S. And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Clients 152
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Transcript: Kathleen McCarthy

The Big Picture

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street.

Assets 152
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Transcript: David Layton

The Big Picture

You sit on the board of directors on a number of portfolio companies. And so that vehicle, you don’t have to worry about having the A Team on the big institutional money and the B Team on the retail money — RITHOLTZ: Right. And then the related question is, how dependent are private markets on public market valuations?

Clients 141