Validea

OCTOBER 19, 2022

Here are some lessons from 2022 that standout to me. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks.

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Investing Investments Valuation Portfolio 128

Nerd's Eye View

JUNE 27, 2023

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

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Financial Advisor Clients Valuation Communication 216

The Big Picture

JUNE 20, 2024

She observes it is less about the things investors tend to focus on — “technical analysis, geopolitics, behavioral finance and even skirt hemline trends” — and more about specific measures she tracks in sentiment, valuation, macro-economic areas. The table above shows the major market peaks going back to 1990.

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Marketing Marketing Valuation Media 195

Cornerstone Financial Advisory

OCTOBER 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Economic Growth Exceeds Expectations. This Week: Key Economic Data. The Wall Street Journal, October 28, 2022.

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Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Stocks on Thursday shrugged off news of a second-consecutive quarter of negative economic growth to build on Wednesday’s gains as fresh earnings continued to comfort, if not impress, investors. It was the second-consecutive quarter of negative economic growth, meeting the technical definition of a recession. CNBC, July 28, 2022.

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Marketing Marketing Taxes Economics 104

The Big Picture

JUNE 2, 2023

Monthly NFP is likely the single most overrated economic data point in the US, while the intermediate term employment trend is the most underrated. Fair Value : Valuation of equities is one of those things that seems to confuse so many. What really matters is the series trend: Are we consistently creating jobs over time?

Numbers 312

Numbers Valuation Retirement Economics 312

Carson Wealth

JULY 27, 2022

Valuations Could Move to a More Normal Range . The decline in the equity market pushed valuations down to levels in line with the period between 2015 and 2020. While uncertainty is a bigger challenge to markets, valuations could rise if other factors move in the right direction. . Q3 2022’s Five Big Risks.

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Marketing Marketing Valuation Economy 98

Abnormal Returns

JANUARY 18, 2023

wsj.com) The periodic table of commodity returns for 2022. allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. in December 2022. (tker.co) Commodities Why orange juice prices are soaring.

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Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

FEBRUARY 16, 2023

bloomberg.com) Bitcoin is at its highest level since June 2022. Everything else it built in-house has crashed and burned." (howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? pragcap.com) Fidelity is hiring!

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Financial Advising Engineering Valuation Retail 147

James Hendries

AUGUST 3, 2022

The official arbiter of business cycle dating is the National Bureau of Economic Research (NBER). had never before experienced the massive swings in economic activity during the 2020 pandemic, making even the current analysis more difficult. The economic growth outlook has weakened. Of course, the U.S. However, after a 12.6%

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Marketing Marketing Economy Valuation 98

Mish Talk

DECEMBER 22, 2022

Cathie Wood’s Ark Open Source Model Predicts Tesla Shares Will Hit $4,600 by 2026 Please recall my April 18, 2022 post Cathie Wood’s Ark Open Source Model Predicts Tesla Shares Will Hit $4,600 by 2026 By 2030 ARK predicts a share price of about $22,500 equating to a market cap of roughly $22.5 US Real GDP in 2021 was $19.8

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Marketing Marketing Valuation Economics 210

Mish Talk

NOVEMBER 9, 2022

Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance. FTX 2022-11-09. Market Still Reeling From Collapse of FTX Yesterday I noted Crypto Crash Is Led by a Whopping 88 Percent Plunge in FTX Here is the chart I posted yesterday. Today's chart will follow. FTX chart courtesy of CoinDesk.

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Valuation Marketing Marketing Banking 306

Nationwide Financial

FEBRUARY 15, 2023

The year began with a reversal in investors’ mood, from widespread pessimism about a pending recession at the end of 2022 to optimism for a soft landing for the economy, predicated on better-than-expected economic data. Rates might rise and stay higher for longer, challenging the current lofty valuations for equities.

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Valuation Economy Economics Marketing 104

Nationwide Financial

APRIL 3, 2023

The equity market rally since October has recovered roughly half of the drawdown experienced through the first nine months of 2022. This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Consumer spending was up 0.2%

Marketing 105

Marketing Marketing Valuation Economics 105

The Big Picture

JANUARY 9, 2023

from its January 3, 2022 closing high of 4,796.56. Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). The index is now up 8.9% from its October 12 closing low of 3,577.03 and down 18.8% That doesn’t mean it’s a bad approach.

Economy 173

Economy Valuation Education Retail 173

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Any economic forecasts set forth may not develop as predicted and are subject to change. It is also a major component used to calculate the price-to-earnings valuation ratio.

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Marketing Marketing Sales Economy 98

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. This Week: Key Economic Data. Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. The Wall Street Journal, August 19, 2022. New Home Sales.

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week. The potential for higher rates for longer, along with disappointing economic data, particularly a sharp decline in retail sales, amplified fears of a recession and sent stocks lower for the remainder of the week.

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Marketing Marketing Economics Taxes 59

Nationwide Financial

NOVEMBER 16, 2022

For example, on October 5, OPEC+ stated they would cut production by two million barrels per day due to “uncertainty that surrounds the global economic and oil market outlooks.” distillate fuel oil inventories have been below the five-year low (2017–2021) since the start of 2022, primarily driven by less global refining capacity.

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Valuation Economics Marketing Marketing 105

Cornerstone Financial Advisory

DECEMBER 12, 2022

There was some good news last week on the economic front and out of China, which started to loosen COVID restrictions. But it was a week where good news was considered bad news, as any signs of economic resilience stoked worries of a longer rate-hike cycle. This Week: Key Economic Data. CNBC, December 9, 2022.

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 26, 2022

would not tame inflation without economic pain. This Week: Key Economic Data. Source: Econoday, September 23, 2022 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.

Marketing 59

Marketing Marketing Education Taxes 59

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Investor sentiment was also lifted by unexpectedly strong retailer earnings, upside surprises in new economic data, and a better-than-expected consumer sentiment reading. Investors looked past the continuing Covid-related challenges that have stymied China’s economic recovery and its attendant implications for global growth. .

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 7, 2022

This Week: Key Economic Data. Source: Econoday, November 4, 2022 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. The 2022 annual contribution limit is $16,000.

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Marketing Marketing Taxes Accounting 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . This Week: Key Economic Data. CNBC, November 15, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 29, 2022

After starting the week sharply lower on renewed rising interest rates and economic slowdown fears, markets staged a modest turnaround beginning mid-week. This Week: Key Economic Data. Source: Econoday, August 26, 2022 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 26, 2022.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, November 11, 2022 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.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

This Week: Key Economic Data. Thursday: Index of Leading Economic Indicators. Source: Econoday, September 16, 2022 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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, August 12, 2022 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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week. This stress followed economic steps out of the U.K. This Week: Key Economic Data. Source: Econoday, September 30, 2022 The Econoday economic calendar lists upcoming U.S. A Tumultuous Week.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. Source: Econoday, October 7, 2022. The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 7, 2022. The Wall Street Journal, October 7, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 25, 2022

A few disappointing corporate reports and a weak economic report sent stocks lower to close out a solid week. This Week: Key Economic Data. Source: Econoday, July 22, 2022. The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 22, 2022. The Wall Street Journal, July 22, 2022. Jobless Claims.

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Marketing Marketing Taxes Economics 59

Mish Talk

DECEMBER 12, 2022

Chief Futurist On September 7, 2022, Cathie Wood’s Ark Investment Management named its first “ chief futurist ", Brett Winton. ARK is predicting the valuation of Tesla will exceed the entire US real GDP by the early 2030s. What a hoot. What About Tesla? Tesla TSLA weekly chart courtesy of StockCharts.Com, annotations by Mish.

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Valuation Communication Marketing Marketing 157

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. million per person in 2022 .

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Estate Planning Economics Planning Financial Planner 52

Cornerstone Financial Advisory

DECEMBER 5, 2022

This Week: Key Economic Data. Source: Econoday, December 2, 2022 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. The Wall Street Journal, December 2, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 12, 2022

This Week: Key Economic Data. Source: Econoday, September 9, 2022 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. The Wall Street Journal, September 9, 2022.

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Marketing Marketing Taxes Economics 59

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

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