Abnormal Returns

DECEMBER 28, 2022

cnn.com) Big Tech is set to cut costs (and jobs) in 2023. tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. (whitecoatinvestor.com) Companies Why Southwest ($LUV) is melting down.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

JUNE 27, 2023

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Economy Home prices peaked June 2022. economist.com) The 10 best movies of 2023, so far, including 'Air.' (behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? variety.com)

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

Abnormal Returns

JANUARY 9, 2023

axios.com) Finance Private equity managers are abusing their discretion when it comes to valuations. theverge.com) Economy Roger Lowenstein, "The only “good” Fed is that one promotes sustainable growth. axios.com) Apartment rents are set to fall in 2023. Markets There's no sign that options trading is slowing down.

Financial Advising 242

Financial Advising Valuation Media Economy 242

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. nytimes.com) Economy How political affiliation has polluted economic sentiment. (blairbellecurve.com) You don't need an 'everything app' when you already have the 'everything phone.'

Financial Advising 246

Financial Advising Startup Economics Valuation 246

The Big Picture

FEBRUARY 7, 2024

Dividends come from earnings, and so those are sort of anchors to valuation. Jeremy Schwartz : And basically said that there’s huge Tech stocks, triple-digit PEs, you can never justify the valuations no matter what the growth rates are. Barry Ritholtz : So we’re recording this towards the end of 2023.

Investments 296

Investments Investing Valuation Portfolio 296

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. A Mid-year Assessment for 2023! My end-of-week morning train WFH reads: • Inflation undershoot? Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

Trade Brains

OCTOBER 3, 2024

.’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. The sector is rapidly emerging as a driving force in the country’s economy. Financial Overview Of Trent Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,485.00 in March 2024.

Valuation 98

Valuation Retail Food Marketing 98

Cornerstone Financial Advisory

OCTOBER 2, 2023

Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. In 2023, the standard mileage rate is 65.5 The Wall Street Journal, September 29, 2023 2. CNBC, September 26, 2023 5.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 23, 2023

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Source: Econoday, October 20, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, October 20, 2023 2. The Wall Street Journal, October 20, 2023 3. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Abnormal Returns

FEBRUARY 27, 2023

msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. wired.com) Economy Another indicator showing a deceleration in the economy. wsj.com) Taxes on share buybacks are a speed bump.

Startup 130

Startup Financial Advising Valuation Economy 130

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 25, 2023 2.

Marketing 105

Marketing Marketing Economics Taxes 105

Dear Mr. Market

MARCH 11, 2023

Click here or below to enlarge and see the entire bracket for 2023. IBM loses to QCOM based on valuation. It’s top sector weighting is currently 30.14% in Financials which will be another smart place to be later on in 2023. That being said, this is very much worthy of a long-term investment.

Investments 102

Investments Investing Portfolio Assets 102

Abnormal Returns

JANUARY 18, 2023

Markets How do muni bonds stack up going into 2023? institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% marketwatch.com) In a calendar year, stocks can rise while earnings fall. tker.co) Commodities Why orange juice prices are soaring.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

The Big Picture

FEBRUARY 9, 2023

With no further adieu, the morning train WFH reads: • The AI Bubble of 2023 : The repetition of patterns is amazing. If the labor market and the economy hold up, then the Fed would probably not feel inclined to lower interest rates in the back half of 2023, as futures pricing implies. Or at least read).

Economy 130

Economy Valuation Investments Investing 130

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. wsj.com) Netflix Netflix ($NFLX) spending on content will go down in 2023 as strikes drag on. npr.org) Economy Jobless claims are not breaking out, yet. ofdollarsanddata.com) Why compounding is still unheralded. wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. economy, and the job market is leading the way. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. What a strange year we had in 2023. And let’s not forget technological advances. In addition, the investment in the U.S.

Investments 96

Investments Investing Marketing Marketing 96

Brown Advisory

MARCH 9, 2023

As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. A look at who may benefit from China’s long-awaited reopening.

Startup 98

Startup Asset Allocation Clients Investments 98

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% during the second quarter of 2023. The low interest rates that justified higher stock valuations are not so low anymore. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors.

Economy 52

Economy Valuation Investment Advisor Economics 52

Zoe Financial

JANUARY 6, 2025

If you combine 2023 and 2024, the S&P 500 was up 57%. Will the economy avoid a recession? Will the Federal Reserve continue to lower interest rates, supporting valuations? PMI and ISM data will offer an overall snapshot of the economys performance. Economies and markets fluctuate. Stay tuned for next week.

Marketing 40

Marketing Marketing Economy Taxes 40

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. This means your job is likely secure no matter what happens in the economy. 12 Highest Paying Jobs in Finance.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Discipline Funds

MARCH 10, 2023

2022 and 2023 is the wave crashing ashore. As irrational exuberance took hold of the markets we saw a huge surge in the valuations of private equity firms. They just had too much exposure to the boom and the subsequent bust that occurred in a particularly volatile part of the real economy. SIVB is just a microcosm of this.

Risk Management 145

Risk Management Banking Economy Valuation 145

Validea

FEBRUARY 17, 2023

for the first time in 2023, bringing its gains for this year down to 6.5%. stock funds emphasizes the split between investors who are still wary of the 2023 rally and those wishing to capitalize on the gains. The post 2023 Rally Sees Investors Dumping U.S. stock rally, and the S&P 500 fell 1.1%

Valuation 59

Valuation Banking Economy Sales 59

Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy.

Investments 59

Investments Investing Valuation Advertising 59

Cornerstone Financial Advisory

MAY 22, 2023

Source: Econoday, May 19, 2023 The Econoday economic calendar lists upcoming U.S. WDAY) Source: Zacks, May 19, 2023 Companies mentioned are for informational purposes only. Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes.

Marketing 59

Marketing Marketing Taxes Economics 59

Carson Wealth

FEBRUARY 26, 2024

We Aren’t Alone Anymore A year ago, we told anyone who would listen that the economy would likely avoid a recession and stocks were going to have a great year. Since avoiding a recession is normal, falling concern about the economy isn’t contrarian in itself, but we do lose some extra fuel from bearish views unwinding.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

OCTOBER 7, 2024

Following October 7, 2023, oil soared, stocks sold off hard for three weeks, fear spread, and the bears were in control. Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. in April 2023 to 4.3% in July of this year. in 2019, 5.9%

Marketing 95

Marketing Marketing Economy Economics 95

James Hendries

AUGUST 3, 2022

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

Marketing 98

Marketing Marketing Economy Valuation 98

Discipline Funds

JULY 29, 2024

And in 2023 and 2024 I’ve been calling for disinflation. Of course, they’re not a perfect leading indicator and often correspond more closely to cost-push inflation trends, but they’re still a good measure of broader supply/demand dynamics at work in the global economy. It’s all good as long as it remains good.

Government 120

Government Assets Valuation Investments 120

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

JUNE 17, 2024

And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.

Marketing 82

Marketing Marketing Valuation Economy 82

James Hendries

JANUARY 26, 2023

Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). Call us cautious bulls. If the U.S. Our take: The U.S.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. These lessons learned from 2022 are particularly important for 2023 since FOMC members expect rates in 12 months to be higher than what investors are currently expecting. Caveat emptor.

Marketing 52

Marketing Marketing Valuation Banking 52

James Hendries

MARCH 13, 2023

For the “no landing” crowd thinking strong consumer spending and low unemployment would keep this economy growing until the inflation fight is won, they now have to consider signs of stress in the banking system after the failure of SVB Financial (commonly known as Silicon Valley Bank). But valuations strongly favor value over growth.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 13, 2023 Companies mentioned are for informational purposes only.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 27, 2023

4 The official announcement hinted that the Fed might soon be done with raising rates while also stating it was too early to ascertain the degree to which the economy could slow from the current banking strains. Source: Econoday, March 24, 2023 The Econoday economic calendar lists upcoming U.S. IRS.gov, 2023 7.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. Source: Econoday, February 24, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 24, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, February 24, 2023 2.

Economics 59

Economics Taxes Investment Advisor Investments 59