Advisor Perspectives

APRIL 4, 2024

The economy, inflation, interest rates and market valuations drive the key questions facing advisors. What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Does the tech stock landscape mirror the boom of 1996 or the bust of 2000?

Valuation 64

Valuation Retail Economy Banking 64

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? Everything else it built in-house has crashed and burned." pragcap.com) Fidelity is hiring!

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% (wsj.com) PE firms are still having problems keeping junior analysts. in December 2022. calculatedriskblog.com) Industrial production rolled over in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 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. Payroll growth picked up in recent months.

Marketing 96

Marketing Marketing Valuation Economy 96

The Big Picture

JANUARY 9, 2023

My back-to-work morning train WFH reads: • Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year : Cambell Harvey’s work showed link between curve inversion and growth Strong labor demand, risk avoidance support US economy now. Bloomberg ). The index is now up 8.9% from its October 12 closing low of 3,577.03

Economy 173

Economy Valuation Education Retail 173

Carson Wealth

JULY 27, 2022

It all added up to the third most volatile market in 25 years. And while the economy isn’t going to just turn on a dime and recover overnight, there is hope for a better second half of the year. Two sectors that could skew earnings are energy and retail, primarily due to inflation and supply chain concerns. High inflation.

Marketing 98

Marketing Marketing Valuation Economy 98

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

David Nelson

MARCH 20, 2023

Microsoft Bloomberg Data A software company doesn’t have the same inventory challenges making their financing needs less than the typical industrial or retail company. Even though Apple looks more like a retailer the same holds for them as well. Most other sectors of the economy aren’t as fortunate.

Banking 64

Banking Retail Economy Healthcare 64

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. 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

Nationwide Financial

APRIL 10, 2023

The equity and bond markets continue to provide conflicting signals on the economy, with the bond market pricing in a recession and the equity market more consistent with a soft landing. News The economy continues to provide mixed signals between a soft and hard landing. The unemployment rate fell to 3.5%

Marketing 59

Marketing Marketing Retail Banking 59

Truemind Capital

JULY 19, 2024

By mid-June, the Nifty had bounced back from its lows, driven by expectations of a stable coalition government and positive monsoon forecasts, which are vital for the rural economy and consumption sectors. 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

Discipline Funds

SEPTEMBER 5, 2024

And then the housing bubble expanded and I became very bearish about the economy around 2006. All that scaremongering about the national debt, QE, valuations, Capitalism, etc. Then the financial crisis happened and I became even more negative about everything. All of my early investing experience was trial by fire.

Economy 74

Economy Investments Investing Valuation 74

Trade Brains

JANUARY 11, 2024

As of FY22, Medi Assist TPA had a market share of 14.83% in the retail health insurance market and 41.71% in the group health insurance market. Cr worth of health insurance premiums, for both group & retail combined. 1757 Cr worth of policies, or 5.06% of India’s retail health insurance market.

Healthcare 59

Healthcare Insurance Retail Valuation 59

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

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.

Marketing 105

Marketing Marketing Valuation Economics 105

Truemind Capital

JANUARY 16, 2024

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Euphoric retail investor sentiments boosted the BSE Mid and Small Cap index by 14% and 13% respectively. The debt yields have declined across the yield curve maturities in the developed economies.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Trade Brains

SEPTEMBER 21, 2024

This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 The sheer size of the proposed IPO presents unique challenges, particularly in mobilizing retail investors, as a significant portion of the offering is reserved for this segment. trillion ($112 billion).

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

JULY 12, 2023

Source: Bloomberg In the next 5 minutes, I’ll walk you through the most important points about HDFC Bank, including fundamentals, technicals, analyst ratings as well as retail sentiment on Stocktwits , which will help you in your decision-making process. When it comes to Valuations, the stock is trading at 16x one-year forward eps.

Banking 52

Banking Retail Distribution Valuation 52

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

Nationwide Financial

NOVEMBER 21, 2022

Retail investors continue to aggressively allocate to equities, with $23 billion of inflows into equity funds and ETFs in the latest week, the fastest pace since March, per EPFR data. However, this is actually a sustainable situation where market returns appear modest but are instead growing into their valuation.

Marketing 52

Marketing Marketing Retail Sales 52

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. China’s economy unexpectedly weakened in July, as continued Covid pressure impacted consumer and business spending. ahead of the 52.3

Marketing 52

Marketing Marketing Retail Food 52

Validea

APRIL 19, 2024

As the top companies in the world’s largest economy, they are seen as the leaders of the digital economy and the faces of American innovation and global success. These tech and consumer behemoths have achieved massive scale and profitability, driving the bulk of the market’s gains in recent years.

Manufacturing 52

Manufacturing Sales License Economy 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

Trade Brains

SEPTEMBER 26, 2024

Retail investor participation is low, and low free float levels have transformed the market into a para. Growing retail investor participation 4. The market valuation of NSE might be between ₹2.1 lakh crore based on the valuations of unlisted shares. The outlook for Indian capital markets is positive. This is due to: 1.

Compliance 90

Compliance Banking Management Risk Management 90

David Nelson

JULY 31, 2023

We can debate higher for longer or even the wisdom of a Fed cut, but what isn’t up for debate is that the US economy has bigger concerns than a hawkish Federal Reserve. We learned long ago that valuation is not the only data point that drives equity prices. At 50x 2023 earnings, there isn’t much in the way of valuation support.

Marketing 52

Marketing Marketing Valuation Banking 52

Nationwide Financial

DECEMBER 19, 2022

Markets remain on an emotional roller coaster, driven in the short term by shifting views on the Fed and the economy, though markets have been in an increasingly narrow trading range since May. Deteriorating earnings estimates for next year have many wondering what the true valuation is for equity markets.

Marketing 52

Marketing Marketing Food Manufacturing 52

Trade Brains

JULY 18, 2024

Reliance on Energy, Data, Telecom, and Retail are making significant inroads and poses a challenge for businesses in that industry. Without debt the economy would not grow and Financial services are the way. This would be a value unlocking for various businesses and different valuations for its companies.

Investing 52

Investing Investments Financial Services Retail 52

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 162

Valuation Clients Investing Investments 162

Cornerstone Financial Advisory

FEBRUARY 19, 2024

But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. 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.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 21, 2024

3 Midweek, news of stronger-than-expected retail sales report contributed to overall market momentum. Retail sales rose a seasonally adjusted 0.4 Some of the most extensive financial stocks surprised on the upside, supporting a narrative that the economy remains strong. percent in September, topping economists forecasts.

Marketing 52

Marketing Marketing Taxes Education 52

James Hendries

OCTOBER 18, 2022

economy in mid-March, 62% of S&P 500 companies beat estimates, and aggregate earnings were within one percentage point of expectations. economy, as measured by gross domestic product, so the ISM index tends to have some predictive power when it comes to earnings. Retailers still have inventory problems.

Marketing 52

Marketing Marketing Valuation Economics 52

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. Retail Sales. 4,5 Source: YCharts.com, March 9, 2024. Treasury Statement.

Marketing 103

Marketing Marketing Insurance Taxes 103

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings : The Indian economy has undergone a radical shift in the last 30 years. The predominantly agrarian economy has now become a world leader in software development, Business Process Outsourcing, and has emerged as the provider of IT solutions. in constant currency terms. of revenue respectively.

Recruitment 102

Recruitment Startup Engineering Education 102

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. GMO has released last quarter their first retail product an ETFI love the symbol QLTY.

Valuation 130

Valuation Investing Investments Assets 130

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

Marketing 52

Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. 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. Economy Contracts .

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. The MSCI EAFE index, which tracks developed overseas stock markets, lost 0.47%.

Marketing 59

Marketing Marketing Taxes Economics 59