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. Present value of future cash flows, any asset is present value of future cash flows.

Investing 296

Investing Investments Valuation Portfolio 296

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. This approach drives foot traffic and boosts sales. Should you buy Trent despite having a high valuation?

Valuation 98

Valuation Retail Food Marketing 98

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

The Big Picture

JULY 25, 2022

Institutional Investor ) see also The Stock Market Is On Sale. Valuations have plummeted at a record rate, but that’s before Wall Street has taken account of a slowing profit growth. Their model of the economy and views on what’s causing inflation risk making a bad situation much worse. That Doesn’t Make It Cheap.

Medicine 147

Medicine Engineering Valuation Management 147

James Hendries

AUGUST 23, 2022

Existing home sales fell 5.9% Existing home sales plummet but inventory stays low. Existing home sales fell 5.9% Although the rate of sales is slowing dramatically, the market is still short on supply of homes. At the current sales rate, it would take roughly three months to clear inventory [Figure 2].

Marketing 98

Marketing Marketing Sales Economy 98

Mr. Money Mustache

FEBRUARY 25, 2025

If the average sale price of rental houses in your area goes up but the tenant keeps paying you the same amount forever, it may look good on paper but it doesnt really mean anything unless you sell the house. . Later, reality sunk in that this was just a fad and Peloton sales returned back to normal levels, and so did the stock.

Marketing 66

Marketing Marketing Sales Portfolio 66

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

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. This brought the total sales to around 42,000 crores since September 27th, when a key policy decision was announced by the People’s Bank of China. This move aims to directly stimulate the economy.

Valuation 52

Valuation Marketing Marketing Government 52

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. Valuations Could Move to a More Normal Range . The first half of the year proved challenging for even the most hardened of investors.

Marketing 98

Marketing Marketing Valuation Economy 98

The Big Picture

SEPTEMBER 19, 2022

WENGER: Well, I was basically hanging out at the USV offices after the sale of del.icio.us So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. We’ve seen valuations come way down for public companies.

Valuation 305

Valuation Investments Investing Engineering 305

Validea

AUGUST 17, 2022

No matter what metric you looked at, the peak valuations for growth stocks in mid-2021 were extreme. This is a chart of the valuation of the most expensive decile of our investable universe using the Price/Sales ratio. But even after that decline, the overall valuation remains about 30% above its average for the full period.

Valuation 78

Valuation Sales CFP Investments 78

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

Trade Brains

NOVEMBER 6, 2023

Successful businesses and the economy both rely on the movement of people. In light of the COVID lockdown and resulting slowdown in the economy, we have begun to observe a recovery in business, and this growth is reflected in the price of its shares. In FY23, Commercial Vehicle Sales stood at 9,62,468 units. 2019-20 3,080.52

Planning 105

Planning Transportation Engineering Manufacturing 105

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. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Thursday: Existing Home Sales. 6 Source: YCharts.com, November 16, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

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. It should not be considered a solicitation for the purchase or sale of any company connected with AI. Two-year Treasury Note Auction.

Marketing 105

Marketing Marketing Economics Taxes 105

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

Carson Wealth

OCTOBER 7, 2024

Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. If you combine wage growth with employment growth and hours worked, we get a sense of aggregate income growth across all workers in the economy. in April 2023 to 4.3% in 2019, 5.9%

Marketing 95

Marketing Marketing Economy Economics 95

Trade Brains

SEPTEMBER 21, 2024

The company is planning a massive IPO worth ₹10,000 crore, which is set to be the largest initial share sale by a public sector company in India. This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 trillion ($112 billion). million shares from current owners.

Banking 111

Banking Financial Services Insurance Assets 111

Cornerstone Financial Advisory

NOVEMBER 4, 2024

1,2 Q3 Reports Uninspired Stocks rallied early Wednesday after the gross domestic product report showed a strong economy that appeared on the path to a soft landing. This Week: Key Economic Data Monday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Factory Orders.

Marketing 52

Marketing Marketing Taxes Economics 52

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. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

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% Existing home sales were weak, falling 2.0% Wednesday: New Home Sales. month-over-month.

Marketing 105

Marketing Marketing Taxes Economics 105

Validea

AUGUST 26, 2022

Our value composite combines the P/E Ratio, Price/Sales, Price/Cash Flow, Price/Book, EV/EBITDA and shareholder yield. As many high-flying stocks are derated and investors jump ship due to stagflation fears, value stocks will be in favor, says Douglas Maple-Brown of Maple-Brown Abbott, adding that valuations still have a ways to fall.

Investing 59

Investing Investments Valuation Portfolio Management 59

The Big Picture

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. And then I went into really more of a sales role in the nineties. We were dealing with clients from a sales standpoint.

Valuation 162

Valuation Clients Investments Investing 162

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

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. 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

Marketing Marketing Taxes Economics 104

Validea

JUNE 9, 2023

However, as the economy begins to normalize again, value investing has become popular once again, and the time may be right for a convergence of the two typically-opposed trends. Tech stocks could present a great opportunity for future returns, and could work in a value fund because they often have lower valuations to start with.

Valuation 52

Valuation Portfolio Economy Management 52

Validea

JUNE 9, 2023

However, as the economy begins to normalize again, value investing has become popular once again, and the time may be right for a convergence of the two typically-opposed trends. Tech stocks could present a great opportunity for future returns, and could work in a value fund because they often have lower valuations to start with.

Valuation 52

Valuation Portfolio Economy Management 52

Cornerstone Financial Advisory

MARCH 4, 2024

Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. Finally, the PCE report also reflected an ongoing consumer shift from goods to services—a sign the economy continues to normalize after the pandemic.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

MARCH 25, 2024

The rally continued through Thursday, boosted further by news that existing home sales rose 9.5 He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” 4,5 This Week: Key Economic Data Monday: New Home Sales. Pending Home Sales.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. Retail Sales. Treasury note yield is expressed in basis points. Wednesday: EIA Petroleum Report.

Marketing 105

Marketing Marketing Economics Taxes 105

Validea

MAY 5, 2023

When the economy is robust and companies are lush with cash flows, it’s easy to hide any troubles that might be going on under the surface. But as that liquidity drains out, it’s much more difficult to keep those problems in the dark.

Valuation 52

Valuation Banking Economy Economics 52

David Nelson

MARCH 20, 2023

If you look at the sales cycle of companies that sell anything from diapers to trucks building inventory is a major part of the process. Most other sectors of the economy aren’t as fortunate. Josh makes a great point, but I think there is another dynamic adding to the rush into these very crowded trades.

Banking 64

Banking Retail Economy Healthcare 64

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. equity market: With the economy stable, the investor mood remains sanguine.

Valuation 52

Valuation Economy Banking Economics 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. Retail Sales Data Supports Initial Holiday Shopping Trends. over the last 20 years, pre-2020.

Retail 52

Retail Marketing Marketing Sales 52

Trade Brains

JANUARY 18, 2024

With a market valuation of ₹3.13 But in spite of these serious obstacles, India’s major economy is expanding at the fastest rate in the world. The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. Even domestic sales remained substantially below the all-time high of 13.6

Sales 59

Sales Valuation Manufacturing Marketing 59

Trade Brains

FEBRUARY 1, 2024

With a market valuation of ₹3.13 But despite these serious obstacles, India’s major economy is expanding at the fastest rate in the world. The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. Even domestic sales remained substantially below the all-time high of 13.6

Sales 59

Sales Valuation Manufacturing Marketing 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