Cornerstone Investment Management and Consulting

Cornerstone Investment Management and Consulting https://www.investwithcornerstone.com/about-us/ "Profit from our knowledge!" -the K Man (aka Scott Koser, CFA)

Two very, very different views of inflation from Jim Bianco.  Well done!
12/10/2025

Two very, very different views of inflation from Jim Bianco. Well done!

Here is a modified look at the “Buffett indicator” - market cap compared to GDP…  While asset values are elevated right ...
01/28/2022

Here is a modified look at the “Buffett indicator” - market cap compared to GDP… While asset values are elevated right now, they are not disproportionately high when adjusted for current interest rates. This view allows us to remain optimistic about markets in spite of this higher volatility (which might not be “transitory”).

Preliminary 3q2020 US GDP released this morning was eye-poppingly strong.  Up 33.1% and not far off the pre-COVID19 tren...
10/29/2020

Preliminary 3q2020 US GDP released this morning was eye-poppingly strong. Up 33.1% and not far off the pre-COVID19 trend.

A nice day for a great tournament.
08/29/2020

A nice day for a great tournament.

There are many platitudes issued by financial people during and after events of the past month.  Many like “stay the cou...
04/17/2020

There are many platitudes issued by financial people during and after events of the past month. Many like “stay the course” and “invest for the long term” sometimes ring hollow after you take a good lick in the financial markets.

First, you have to know what really happened and second you have to examine what to do differently now.

Here are two good reads:

The folks at Liberty Street Economics at the NY Fed think this event is more analog to a natural disaster than a business cycle:

https://libertystreeteconomics.newyorkfed.org/2020/04/the-coronavirus-shock-looks-more-like-a-natural-disaster-than-a-cyclical-downturn.html

A long read on the events that transpired:
https://www.theguardian.com/business/2020/apr/14/how-coronavirus-almost-brought-down-the-global-financial-system

Mark and I where delighted to host the University of South Alabama Chapter of the Financial Management Association yeste...
11/19/2019

Mark and I where delighted to host the University of South Alabama Chapter of the Financial Management Association yesterday.

We spent a good bit of time discussing the what, when and why of investing based on a deep knowledge of the fundamentals. The group was very attentive and asked a number of very good questions.

We are glad to host such groups and share some of what we know and how to grow in experience as an investment analyst.

https://www.southalabama.edu/colleges/mcob/student_orgns/fma.html

The heart of tax season, since you are thinking about financial stuff is a great time to pull your annual credit report....
03/12/2019

The heart of tax season, since you are thinking about financial stuff is a great time to pull your annual credit report. Get the legit free version here: www.annualcreditreport.com

Our Quarterly Chartbook is Up:January 2018 ~ Inflation, where is it and why does it matter?
01/16/2018

Our Quarterly Chartbook is Up:
January 2018 ~ Inflation, where is it and why does it matter?

Investment Management Financial Retirement Planning Independent Fee Based

Address

2210 Main Street, Suite E
Daphne, AL
36526

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Alerts

Be the first to know and let us send you an email when Cornerstone Investment Management and Consulting posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share