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Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022

James Hendries

Existing home sales fell 5.9% Existing home sales plummet but inventory stays low. Existing home sales fell 5.9% Although the rate of sales is slowing dramatically, the market is still short on supply of homes. At the current sales rate, it would take roughly three months to clear inventory [Figure 2].

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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

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. The climb in the annual core CPI was the lowest in two years. FOMC Minutes.

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Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

The Big Picture

00:09:05 [Speaker Changed] So you licensed the spot. We were about running a great company for our guests, producing high com store sales through good days, through the great recession, going through all those ups and downs. We ended up having very strong comp store sales, very high ROIs. And we stayed true to that.

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What a Week | Weekly Market Commentary | August 1, 2022

James Hendries

We still expect a growing economy, steady, if not solid, earnings gains ahead, and stable interest rates to fuel higher stock prices, although further gains will be more difficult to achieve given the time it will take for inflation to come down enough for the Fed to more strongly signal a pause and higher valuations.

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Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022

James Hendries

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Retail Sales Data Supports Initial Holiday Shopping Trends. over the last 20 years, pre-2020.

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Evaluating the Magnificent Seven Using Validea’s Guru Strategies

Validea

Microsoft (MSFT) , which develops, licenses, and supports software products, services, and devices worldwide, gets a perfect 100% score from the Buffett and Lynch models. It does earn an 80% score from our Price/Sales Investor methodology.

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Market, Stocks, and Bonds Lessons Learned from 2022 | Weekly Market Commentary | January 9, 2023

James Hendries

economy to avoid recession, and support above-average valuations. The relationship between inflation and stock valuations is a strong one, as shown in Figure 2 , which meant the market could no longer support price-to-earnings (P/E) ratios over 20 (the same goes for the relationship between interest rates and stock valuations).