Remove Communication Remove Economy Remove Valuation
article thumbnail

10 Friday AM Reads

The Big Picture

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. Valuations by Market Cap Range Source: @nategeraci Sign up for our reads-only mailing list here. Don’t buy it.

article thumbnail

Should You Worry About “Recession” Risk?

Discipline Funds

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 105
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. To put that in perspective, Nvidia’s market cap is now roughly the same size as Canada’s economy. WDAY), Zoom Video Communications, Inc. (ZM) A strong Q4 corporate report and long-term message from Nvidia Corp. A), eBay Inc.

Marketing 105
article thumbnail

Transcript: Mike Wilson, Morgan Stanley

The Big Picture

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. And so it’s, it’s sort of managing that, all of those different constituents with communication.

Valuation 162
article thumbnail

Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), in September–well above the forecast of a 0.3%

Marketing 105
article thumbnail

Weekly Market Insight – August 1, 2022

Cornerstone Financial Advisory

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

Marketing 104
article thumbnail

Weekly Market Insights – February 19, 2024

Cornerstone Financial Advisory

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. a Registered Investment Advisor.

Marketing 105