Abnormal Returns

NOVEMBER 2, 2022

danieldrezner.substack.com) Fund management The shift from mutual funds to ETFs has accelerated in 2022. alephblog.com) Housing Higher land prices are holding back the housing market. abnormalreturns.com) Why rough edges remain in financial markets: people. The question is whether Elon Musk is the guy to do it.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

The Big Picture

APRIL 5, 2023

private equity lender in 2022 and was “Lender of the Year” according to M&A Advisor. A $3 Trillion Threat to Global Financial Markets Looms in Japan Source: Bloomberg Sign up for our reads-only mailing list here. The private credit firm manages $46 billion in private capital and is an affiliate of Nuveen , the $1.1

Taxes 289

Taxes Valuation Assets Media 289

The Big Picture

AUGUST 19, 2022

With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. My end-of-week morning train WFH reads: • Holes in the Recession Story. Project Syndicate ).

Startup 299

Startup Management Economy Financial Market 299

A Wealth of Common Sense

DECEMBER 31, 2023

2022 was one of the worst years ever for financial markets. It was the worst year ever for the Barclays Aggregate Bond Market Index. Over the past 100 years: It was the third worst year for a 60/40 portfolio. It was the seventh worst year for the S&P 500. It was the worst year ever for the 10 year Treasury bond.

Financial Market 145

Financial Market Portfolio Marketing Marketing 145

A Wealth of Common Sense

JANUARY 10, 2023

It’s now well-documented that 2022 is one of the worst years in history for financial markets. Past performance tells us nothing about future performance but studying market history can provide. Last year was one of the worst years ever for stocks and the worst year ever for bonds.

Financial Market 145

Financial Market Portfolio Marketing Marketing 145

Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. What are Financial Markets?

Financial Market 59

Financial Market Marketing Marketing Banking 59

Wealth Management

APRIL 4, 2023

It was quite the decade for financial markets and one that will go down in the history books.

Management 98

Management Financial Market Marketing Marketing 98

Calculated Risk

DECEMBER 14, 2022

percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending December 9, 2022. Mortgage rates increased slightly after a month of declines, as financial markets reacted to mixed signals regarding inflation and the Federal Reserve’s next policy moves.

Financial Market 145

Financial Market Marketing Marketing 145

Wealthfront

MARCH 6, 2023

Last year was challenging for financial markets. However, if you were a Wealthfront client in 2022, all of that volatility had a significant silver lining in the form of Tax-Loss Harvesting. Billion in Losses To Lower Clients’ Taxes In 2022 appeared first on Wealthfront Blog.

Taxes 64

Taxes Clients Accounting Financial Market 64

Calculated Risk

FEBRUARY 22, 2023

percent – the highest rate since November 2022. This time of the year is typically when purchase activity ramps up, but over the past two weeks, rates have increased significantly as financial markets digest data on inflation cooling at a slower pace than expected. Given that rates are over 2.5

Financial Market 143

Financial Market Marketing Marketing 143

Abnormal Returns

OCTOBER 1, 2022

Markets No matter how you measure it, 2022 is one of the worst years for bonds in history. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. year-over-year.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' rock-wealth.co.uk) Companies Not a lot went right for Big Tech in 2022. semafor.com) Just about everything went right for the NFL in 2022. vox.com) The USPS had a better year in 2022. continues to decline.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Wealth Management

JANUARY 11, 2023

Investors with a net worth of $30 million or greater saw real estate as an attractive investment opportunity in 2022 amid volatility in financial markets, reports Barron’s. Urban Land Institute looks at the five sustainability issues likely to face the commercial real estate industry this year.

Financial Market 111

Financial Market Investments Investing Marketing 111

Advisor Perspectives

JANUARY 27, 2023

Donors were again very generous in their support of their favorite charities in 2022 despite inflation and poor performance across the financial markets.

Financial Market 97

Financial Market Marketing Marketing 97

Cornerstone Financial Advisory

NOVEMBER 7, 2022

Presented by Cornerstone Financial Advisory, LLC. Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower. The 2022 annual contribution limit is $16,000. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

The Big Picture

NOVEMBER 20, 2023

Previously : Tax Alpha (April 14, 2022) Accessing Losses via Direct Indexing (April 14, 2021) The Cutting Edge (September 30, 2021) USA Is Smashing Its Clean Energy Targets (October 17, 2017) Sources : Wall Street’s ESG Craze Is Fading By Shane Shifflett WSJ, Nov.

Taxes 195

Taxes Portfolio Investments Investing 195

Abnormal Returns

NOVEMBER 1, 2022

pitchbook.com) Funds 2022 shows that not all bond funds are created equal. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) Venture capital Why venture capital is ripe for disruption.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Nationwide Financial

JANUARY 18, 2023

Financial Markets: Nervousness about 2023 increases investor anxiety. 2022 provided investors with no place to hide. Long treasuries fell by nearly 30 percent while equities flirted with a bear market for much of the year.

Economy 98

Economy Economics Financial Market Marketing 98

The Big Picture

AUGUST 30, 2023

In June 2022, he said “we need 5 years of unemployment above 5% to contain inflation, 2 years of 7.5% No one knows what financial market returns or interest rates or inflation will be going forward. It is finally possible to imagine a post-Communist regime. But the annual rate of CPI inflation was 9.7% then and 2.7% percent now.

Retail 130

Retail Retirement Management Economy 130

Calculated Risk

DECEMBER 6, 2023

Slower inflation and financial markets anticipating the potential end of the Fed’s hiking cycle are both behind the recent decline in rates,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. With higher mortgage rates, the refinance index declined sharply in 2022 - and has mostly flat lined at a low level since then.

Financial Market 128

Financial Market Marketing Marketing 128

Advisor Perspectives

JUNE 4, 2024

There are many historical relationships within financial markets based on sound economic theory, which accordingly repeat cycle after cycle. High yield bonds and small cap stocks typically move in line with each other, but the two have diverged since 2022.

Economics 64

Economics Financial Market Marketing Marketing 64

Calculated Risk

MARCH 15, 2023

While lower rates should buoy housing demand, the financial market volatility may cause buyers to pause their decisions.” With higher mortgage rates, the refinance index declined sharply in 2022. Other than the lows recent in Q4 of 2022 and earlier this year, the refinance index was at the lowest level since the year 2000.

Banking 97

Banking Financial Market Marketing Marketing 97

Trade Brains

MAY 16, 2024

Company’s production of Sponge Iron was 2,52,290 MT during the year 2022-23 as compared to 2,14,563 MT during the year 2021-22. Production of pig iron of JBIL was 4,80,856 MT and 4,38,461 MT during the year 2022-23 and 2021-22 Ductile iron pipes Used for water and wastewater transportation.

Manufacturing 105

Manufacturing Planning Transportation Economics 105

Nationwide Financial

JANUARY 11, 2023

Two of the most significant developments in the financial markets during 2022 were the breakout of higher interest rates and the return of stock market volatility. For a glimpse of how volatile stocks were last year, consider the VIX Index, often used as a gauge of fear or stress in the stock market.

Investing 72

Investing Investments Risk Tolerance Accounting 72

Trade Brains

JUNE 14, 2024

On 6th of October 2022, Prashanth kumar was appointed as CEO and MD of Yes bank. Raise and Financial outlook of Yes bank After the appointment of Prashanth kumar as CEO and MD, Yes bank started to rebuild its trust and started to grow its business. On 19th of December 2022 Yes bank sold rupees 48000 crore bad loans for 11,500 crores.

Banking 105

Banking Retail Accounting Assets 105

Trade Brains

FEBRUARY 14, 2024

Jupiter Wagons completed a reverse merger with CEBBCO and went public on June 30, 2022. Particulars/ Financial Year Revenue (Cr.) Titagarh Railsystems Jupiter Wagons 2022-23 ₹ 2,779.59 ₹ 2,068.24 Particulars/ Financial Year Net Profit (Cr.) Titagarh Railsystems Jupiter Wagons 2022-23 ₹ 125.71 ₹ 120.67 crore and Rs.

Planning 105

Planning Manufacturing Transportation License 105

Trade Brains

JANUARY 22, 2024

as of 2022. Out of the total ER&D market Rs. The industry is expected to grow at a CAGR of approximately 16% from 2022 to 2026. Particulars / Fiscal Year 2021 2022 2023 2 Year CAGR KPIT Technologies - Revenue ₹2,051.50 ₹2,477.19 ₹3,405.23 Currently, global ER&D spending is estimated at $1,811 billion (Rs.150

Planning 119

Planning Engineering Manufacturing Clients 119

Investing Caffeine

JANUARY 2, 2024

For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. In 2022, the stock market fell -19% (S&P) due to a spike in inflation.

Economy 98

Economy CFP Accounting Economics 98

Trade Brains

MAY 29, 2023

If we’re going to quantify the importance of the self-care and consumer industry, take a look at some of the facts below: The Indian FMCG industry is valued at a market size of $56.8 billion (Dec 2022), making it the fourth largest sector in India. 223 FY 2022 879 23.5% Return Ratios Financial Year ROE ROCE FY 2019 47.41

Healthcare 119

Healthcare Manufacturing Sales License 119

Trade Brains

JUNE 30, 2023

During 2022-23, the sales of the FMCG sector were estimated to grow at 7-9%. Although, the markets for this industry have grown at a faster pace in the rural sector compared to the urban sector over the past few years. As of December 2022, the FMCG market has reached a total of US$ 56.8 2022 54,385.89 2022 2.96% 5.9

Food 105

Food Planning Manufacturing Retail 105

Nationwide Financial

OCTOBER 10, 2022

Among financial professionals, the swing away from optimism was even more dramatic. In 2022, that number dropped 15 percentage points to 48%. Lately, investors have coped with volatile swings in the stock and bond markets, which can dampen optimism and contribute to heightened anxiety. The value of financial planning.

Financial Planning 90

Financial Planning Retirement Clients Planning 90

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. Currently, the first quarter measurement of economic activity, GDP (Gross Domestic Product), is estimated to measure approximately +2.0% after closing 2022’s fourth quarter at +2.6% (see chart below).

Banking 105

Banking Economy Economics Government 105

The Big Picture

FEBRUARY 7, 2024

He co-hosts the Behind the Markets podcast with Wharton finance Professor Jeremy Siegel and has helped update and revise Siegel’s Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies. Now it’s reversed again entirely this year in 2023.

Investing 296

Investing Investments Valuation Portfolio 296

Discipline Funds

DECEMBER 31, 2023

I think that’s one of the things that makes the financial markets so fascinating. Just when you feel like you know everything the markets and the economy will surprise you. In January of 2022 I said that inflation had peaked , which happened to be a few months before the peak of 9% CPI.

Assets 90

Assets Asset Allocation Financial Planning Economy 90

Trade Brains

MARCH 3, 2024

Industry Overview The global solar industry was valued at USD 50 billion in 2019 and is estimated to grow by 26% to reach USD 200 billion, while the global pump market was valued at USD 96 billion in 2022 and is estimated to be at USD 119.39 Key Metrics Particulars Amount Particulars Amount CMP 1097 Market Cap(Cr) 2017 EPS 11.1

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

NOVEMBER 17, 2023

Financial Year Revenue (Cr.) 2022-23 350.96 Financial Year OPM NPM 2022-23 23.86% 15.77% 2021-22 14.55% 5.50% 2020-21 53.85% -18.26% 2019-20 6.69% -55.99% 2018-19 45% -27.13% Average (5 Years) 28.79% -16% Return Ratios The company growth in RoE was 96.9% Financial Year Debt to Equity Interest Coverage 2022-23 0.46

Government 115

Government Engineering Distribution Planning 115

Trade Brains

AUGUST 9, 2023

As per the estimates of the ICRA, there was a 13-15% growth in the domestic demand for the Indian Tire industry in FY22 and is expected to maintain is expected to expand at a pace of 7-9% between 2022 and 2025. 1130 Crores in FY19 to Rs. 768 Crores in FY23. Fiscal Year MRF Balkrishna 2019 5.97 Fiscal Year MRF Balkrishna 2019 6.86 2021 13.13

Planning 97

Planning Manufacturing Marketing Marketing 97