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Practical Lessons from Jim Paulsen

Validea

This episode offers valuable perspective for both professional and retail investors trying to navigate today’s complex market environment. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Jim Paulsen appeared first on Validea's Guru Investor Blog.

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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. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments.

Valuation 163
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Equity markets calm as macro uncertainty climbs

Nationwide Financial

trillion of debt due through 2025, with Morgan Stanley estimating that office and retail property valuations could fall 40%. Strength was seen in leisure and hospitality health care, government, and professional and business services, while retail and construction contracted. The unemployment rate fell to 3.5%

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Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% 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% VZ), Alphabet, Inc.

Marketing 105
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Bank of America Clients Drain $2.3bil from U.S. Stocks

Validea

The withdrawals were from equities of all sizes, during a relatively quiet week in the stock market, and came mainly from institutional, retail, and hedge-fund clients. But there were significant inflows in both communication services and consumer staples—the only two sectors to see money flow in instead of out, the article reports.

Banking 52
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Weekly Market Insights – December 18, 2023

Cornerstone Financial Advisory

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 105
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Weekly Market Insights – February 19, 2024

Cornerstone Financial Advisory

But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. a Registered Investment Advisor.

Marketing 105