Cornerstone Financial Advisory

NOVEMBER 18, 2024

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Tug-O-War The inflation data that came in last week—retail and wholesale—show that the path to the Fed’s stated goal of 2 percent inflation may prove bumpy. 6 Source: YCharts.com, November 16, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

JUNE 29, 2023

My morning train WFH reads: • Gold Is No Longer a Good Hedge Against Bad Times : The precious metal has become just another cyclical asset, no longer a useful harbinger of social and economic collapse. Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! Slate ) • St. .

Recruitment 130

Recruitment Transportation Valuation Consulting 130

Cornerstone Financial Advisory

DECEMBER 16, 2024

8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Retail Sales. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. Industrial Production. Business Inventories. FOMC Announcement.

Marketing 52

Marketing Marketing Taxes Economics 52

Nationwide Financial

APRIL 3, 2023

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. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations. Consumer spending was up 0.2%

Marketing 105

Marketing Marketing Valuation Economics 105

Validea

AUGUST 6, 2024

During economic downturns, certain types of stocks tend to perform better than others. Strong balance sheets: Low debt levels and ample cash reserves help weather economic storms. Value orientation: Stocks trading at reasonable valuations may have less downside risk.

Economics 52

Economics Valuation Food Healthcare 52

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Will a Resilient Consumer Support Holiday Retail?

Retail 52

Retail Marketing Marketing Sales 52

Carson Wealth

JULY 27, 2022

Two sectors that could skew earnings are energy and retail, primarily due to inflation and supply chain concerns. And supply chain issues may continue causing headaches for the big box retailers. Valuations Could Move to a More Normal Range . Virus variants: Will virus mutations undo the economic recovery?

Marketing 98

Marketing Marketing Valuation Economy 98

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

Economics 59

Economics Taxes Investment Advisor Investments 59

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Payroll growth in the goods-producing sector, along with retail trade and leisure and hospitality, saw 109,000 jobs created in March. Following the huge 11.2% However, cyclical areas are bouncing back.

Marketing 96

Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

SEPTEMBER 10, 2024

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

Valuation Clients Investments Investing 163

Cornerstone Financial Advisory

AUGUST 1, 2022

It was an inauspicious start to the week after a big-box retailer missed earnings and reduced forward guidance on Tuesday, sparking a broad market retreat. It was the second-consecutive quarter of negative economic growth, meeting the technical definition of a recession. This Week: Key Economic Data. Stocks Rally on Earnings.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JANUARY 16, 2024

A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. Wednesday: Retail Sales. Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. 6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7%

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

MARCH 20, 2024

Barry Ritholtz : So let’s break that into two halves, starting with valuation. Explain why P/E isn’t the best way to measure valuation. Jim O’Shaugnessy : Momentum is really interesting because academics hate it because there is underlying economic reason why it should make sense – but it does.

Investments 163

Investments Investing Portfolio Valuation 163

Discipline Funds

AUGUST 4, 2023

This has been one of the more fascinating years in economic and market history. Retail sales have slowed to 0.5%. We are still digesting the COVID coom, inflation still remains too high, growth is slowing in many important economic indicators and the Fed is determined to win their battle with inflation.

Financial Planner 98

Financial Planner Banking Taxes Economics 98

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. Treasury note yield is expressed in basis points.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 25, 2024

4,5 This Week: Key Economic Data Monday: New Home Sales. Retail Inventories. Retail Inventories. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. Tuesday: Durable Goods Orders. Case-Shiller Home Price Index. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. 5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Nationwide Financial

NOVEMBER 28, 2022

For the year, the Russell 1000 Value Index is down just 6%, while the Russell 1000 Growth Index is down 25%, though the valuation for the value index remains at a substantial discount to growth (14x vs. 23x). Retailers are heavily discounting due to elevated inventories, with the average customer discount expected to be 30%.

Marketing 52

Marketing Marketing Retail Valuation 52

Cornerstone Financial Advisory

MARCH 11, 2024

6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Retail Sales. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. Treasury Statement. Wednesday: EIA Petroleum Status Report. Thursday: Jobless Claims. Producer Price Index.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

OCTOBER 16, 2023

5 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, October 13, 2023 The Econoday economic calendar lists upcoming U.S. The news on core inflation was a bit more comforting, rising in line with expectations. Industrial Production. Wednesday: Housing Starts.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 13, 2023

This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Source: Econoday, November 10, 2023 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 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The rally paused in the final days of trading as stocks digested their gains and investors assessed weak retail sales and industrial production reports and a rise in continuing jobless claims. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Over the last 12 months, wholesale prices rose just 1.3%. FOMC Minutes.

Marketing 105

Marketing Marketing Taxes Economics 105

Validea

DECEMBER 13, 2024

Low debt with Debt/Equity ratio of 4.71% Market leader in digital advertising and cloud services Five Below Inc (FIVE) This specialty retailer targeting the teen/tween demographic has attracted both value and growth investors. Five Below has carved out a unique retail niche with its focus on value merchandise for young consumers.

Investments 52

Investments Investing Advertising Valuation 52

Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 This IPO could open doors for more people to invest in India’s grassroots economic growth. trillion ($112 billion).

Banking 111

Banking Financial Services Insurance Assets 111

Cornerstone Financial Advisory

DECEMBER 11, 2023

5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Thursday: Retail Sales. Source: Econoday, December 8, 2023 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 98

Marketing Marketing Taxes Economics 98

Truemind Capital

SEPTEMBER 13, 2021

Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages. At the extreme of fear sentiment (which coincides with dirt-cheap valuations), the risk-reward is highly favorable i.e., higher potential upside with lower potential downside risk.

Marketing 52

Marketing Marketing Valuation Retail 52

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. The recent rally in the market has made the valuations more expensive compared to historical standards. Valuations across all sectors do not offer any margin of safety.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Cornerstone Financial Advisory

JANUARY 23, 2023

Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. 4 Consumers Retrench Retail sales fell 1.1% Durable Goods Orders.

Marketing 59

Marketing Marketing Economics Taxes 59

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. Just really, really interesting. 00:18:41 [Speaker Changed] Yep. It was over 50 right?

Valuation 130

Valuation Investments Investing Assets 130

Nationwide Financial

AUGUST 15, 2022

Bears point out that inflation remains historically high, valuations are above historical averages with risk to 2023 earnings, and retail investors have yet to have a capitulation moment. Next week will give additional clues on the health of the consumer, with housing data and retail sales. ahead of the 52.3 by December.

Marketing 52

Marketing Marketing Retail Food 52

Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. We continue to hold 7-10% exposure to Southeast Asian markets due to attractive valuations and improving growth prospects.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Validea

JUNE 27, 2023

Housing is a cyclical industry, and this time around it remains “very well capitalized compared to prior economic cycles,” the managers write. Though the pandemic hit the outdoor recreation sector hard, “valuations have gotten attractively low,” and Royce has begun dipping back into it, the article reports.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Nationwide Financial

MAY 22, 2023

Sentiment indicators continue to reflect substantial bearishness among retail and institutional investors, economists, and Wall Street strategists. Bears note a higher-for-longer Fed, softening macro data, uncertain geopolitical risks, and deteriorating valuations. trillion, and allocation to bonds is at a 14-year high.

Marketing 52

Marketing Marketing Economics Retail 52

Harness Wealth

FEBRUARY 4, 2025

Crypto and Digital Assets Cryptocurrencies such as Bitcoin, and digital assets such as NFTs (non-fungible tokens) are a relatively new class of alternative investments that have become easily available to both accredited and retail investors through online platforms such as Coinbase and OpenSea. How Are Alternative Investments Taxed?

Taxes 52

Taxes Investments Investing Startup 52