The Motley Fool

SEPTEMBER 24, 2024

That brings me to the bad news: The 2025 COLA is on pace to underestimate CPI-E inflation for the second consecutive year, something that last happened in 2020 and 2021. In 2020 and 2021, the CPI-E outpaced the CPI-W by 0.1% But the problem is actually more serious this time. and 0.3%, respectively. in 2023, and it was 0.5%

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The Motley Fool

SEPTEMBER 20, 2024

During both the 1990 and 2020 recessions, the S&P dropped more than 18% in the three months following the first Fed rate cut. And during three recent recessions (1990, 2007-09, and 2020), after six months, the S&P was down between 5% and 15% following the first rate cut. Meanwhile, following the rate cut after the Sept.

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Exchange-Traded Funds Banks Funds Returns 246

The Motley Fool

OCTOBER 1, 2024

Following the start of the last two rounds of rate cuts -- in 2019 and 2020 -- the S&P 500 advanced in the double digits. After the rate cut in August 2019, the index rose 14% through mid-February 2020, only derailed by the arrival of the pandemic.

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Funds Exchange-Traded Funds Returns Assets 242

The Motley Fool

OCTOBER 2, 2024

From fiscal 2020 to fiscal 2024 (which ended on April 30), its revenue grew at a compound annual growth rate (CAGR) of 19%. Metric FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 Revenue Growth 71% 17% 38% 6% 16% Adjusted Gross Margin 76% 76% 79% 77% 69% Data source: C3.ai. two weeks later.

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Enterprise Values Stakes Debt Returns 246

The Motley Fool

DECEMBER 17, 2024

In 2020, for example, it created Brookfield Renewable as part of its Brookfield Renewable Partners subsidiary. He took advantage of the sell-off during the COVID-19 pandemic, adding significantly to his position in the first quarter of 2020. But he had another opportunity in 2018, and he built a significant position in the hotelier.

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Hedge Funds Portfolios Asset Management Funds 245

The Motley Fool

OCTOBER 14, 2024

The dot-com crash and some accounting problems from 2018 to 2020 exacerbated its decline. That unusual arrangement turned Amazon and Walmart into Plug's top investors, but it subsequently restated all of its financials from 2018 to 2020 because it didn't properly disclose how those incentives temporarily eclipsed its customer payments.

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Initial Public Offering Enterprise Values Debt Banks 242

The Motley Fool

OCTOBER 1, 2024

From fiscal 2020 to fiscal 2024 (which ended in June 2024), Supermicro's revenue grew at a compound annual growth rate (CAGR) of 45% as its adjusted earnings per share ( EPS ) rose at a CAGR of 68%. in fiscal 2020 to 14.2% That's why Supermicro's adjusted gross margin shrank from 15.9% in fiscal 2024.

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Securities and Exchange Commission (SEC) Banks Investors Accounting 246

The Motley Fool

NOVEMBER 10, 2024

After going public through a direct listing in 2020, Palantir claimed it could grow its revenue by at least 30% annually through 2025. Its revenue rose 47% in 2020 and 41% in 2021, but it grew just 24% in 2022 and 17% in 2023. It has also been expanding Foundry to lock in large commercial customers.

Accounting 245

Accounting Returns Investors Portfolios 245

The Motley Fool

DECEMBER 15, 2024

Below are the past 10 wage base limits: Year Wage Base Limit 2015 $118,500 2016 $118,500 2017 $127,200 2018 $128,400 2019 $132,900 2020 $137,700 2021 $142,800 2022 $147,000 2023 $160,200 2024 $168,600 Source: Social Security Administration. Below are the past 10 COLAs: Year COLA 2015 1.7% 2016 0% 2017 0.3% 2018 2% 2019 2.8%

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Taxes 246

The Motley Fool

OCTOBER 23, 2024

ai went public in December 2020, during a stock market frenzy that was fueled by record low interest rates and truckloads of pandemic-related U.S. That's significantly below its peak of more than 80 back in December 2020, which was an unsustainable valuation. ai stock is cheap relative to its historical valuation C3.ai However, 9.6

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The Motley Fool

OCTOBER 13, 2024

Image source: Getty Images When mortgage rates fell to record lows in 2020 and 2021, many buyers rushed to purchase homes. While you may not be able to lock in as low a mortgage rate today as you perhaps did in 2020 or 2021, you're still likely to get a lower rate than you could at the start of 2024. And so did housing inventory.

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Investing 246

The Motley Fool

SEPTEMBER 29, 2024

The S&P 500 hasn't posted a gain in September since 2019, even though the index was in the middle of rallies in three of those four years (2020, 2021, and 2023 all saw the index deliver strong returns). In 2022, it fell 9%, and it gave up 4% in both 2020 and 2021. In some years, that performance has been particularly poor.

Stock Market 245

Stock Market Stock Market Returns Investors 245

The Motley Fool

OCTOBER 28, 2024

2020 55,628.60 For perspective, here are the past 10 wage base limits: Year Wage Base Limit 2024 $168,600 2023 $160,200 2022 $147,000 2021 $142,800 2020 $137,700 2019 $132,900 2018 $128,400 2017 $127,200 2016 $118,500 2015 $118,500 Data source: Social Security Administration. 2022 63,795.13 2021 60,575.07 2019 54,099.99 2018 52,145.80

Taxes 244

Taxes 244

The Motley Fool

DECEMBER 15, 2024

Between 2010 and 2020, the data mining and analytics software provider only grew its annual revenues at a compound annual rate of 0.6%, and it struggled to stay relevant against nimbler cloud-based competitors like Salesforce. For many years, MicroStrategy (NASDAQ: MSTR) was a sleepy tech stock.

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The Motley Fool

OCTOBER 6, 2024

Although it is up significantly from its 2020 lows, high interest rates seem to have derailed a potential recovery. This may mean the stock will soon be ready to finally surpass its 2020 high. However, investors need to remember that it is down 25% since before the pandemic! O data by YCharts.

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Shareholders Taxes Portfolios Returns 246

The Motley Fool

SEPTEMBER 28, 2024

Between 2018 and 2020, for instance, it steadily decreased from $4,647 per month to $4,561 per month, and there was also a slight dip from 2022 to 2023. The maximum benefit will likely increase There is a cap on how much you can collect from Social Security, and in 2024, that maximum benefit is $4,873 per month. Table by author.

Taxes 246

Taxes 246

The Motley Fool

SEPTEMBER 29, 2024

Amid the onset of the COVID-19 pandemic in 2020, the Federal Reserve set the low end of its target federal funds rate to 0%. Money supply grew extremely quickly in 2020, and it continued to grow quickly in 2021, although it couldn't possibly keep up the torrid pace from multiple stimulus checks and a sudden slash in interest rates.

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Stock Market Stock Market Accounting Capital 246

The Motley Fool

OCTOBER 20, 2024

18 2020 1.6% But the overall change in benefits since the end of 2020 would actually be slightly lower due to lower theoretical increases in 2022 and 2023. Rank Year COLA 1 2023 8.7% 2 2022 5.9% 3 2009 5.8% 4 2006 4.1% 5 2012 3.6% 6 2001 3.5% 7 2007 3.3% 8 2024 3.2% 9 2019 2.8% 10 2005 2.7% 11 2002 2.6% 12 2025 2.5% 13 2008 2.3%

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Taxes Portfolios 245

The Motley Fool

OCTOBER 14, 2024

Nonetheless, the pandemic created unexpected demand for online shopping, leading to massive revenue increases in 2020 and 2021. Year Revenue Growth Rate 2019 47% 2020 86% 2021 57% 2022 21% 2023 26% Data source: Shopify annual reports from 2023, 2021, and 2019. Revenue growth levels had slowed by 2019, when they fell below 50%.

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Financing Finance Shareholders Returns 244

The Motley Fool

OCTOBER 27, 2024

January 2022 2020 253.412 1.3% Here are the third-quarter CPI-W numbers and the following year's COLA: Year Average Third-Quarter CPI-W COLA Effective Date 2024 308.729 2.5% January 2025 2023 301.236 3.2% January 2024 2022 291.901 8.7% January 2023 2021 268.421 5.9% January 2021 Data source: Social Security Administration. COLA for 2025.

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Financing Finance 237

The Motley Fool

NOVEMBER 11, 2024

These two growth areas saw sales rise by 27% and 16%, respectively, during Q3, reinvigorating Zoetis' growth story following the pandemic-aided boom-and-bust cycle from 2020 to 2023. ZTS Revenue (Quarterly YoY Growth) data by YCharts.

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Shareholders Returns Return On Investment Capital 246

The Motley Fool

NOVEMBER 9, 2024

Apple last split in 2020 when it traded for about $500 per share. Tesla was a little higher when it announced stock splits in 2020 and again 2022, when it traded for $2,000 and $840 per share, respectively. Apple, Tesla, and Nvidia were more in line with where Meta is now when they last announced their stock splits.

Returns 245

Returns Capital Investors Companies 245

The Motley Fool

NOVEMBER 29, 2024

Now they're seeing the value of the investment that's laid down nearly 57,000 miles of fiber just since 2020. storefronts have been shuttered so far this year, nearing 2020's record. Even in pandemic-crimped 2020, Realty Income's occupancy rate only slipped to 97.9%. Coresight Research suggests nearly 6,200 U.S.

Accounting 246

Accounting Shareholders Portfolios Companies 246

The Motley Fool

SEPTEMBER 17, 2024

Metric FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 Revenue growth (7%) 53% 61% 0% 126% EPS growth (35%) 55% 129% (56%) 600% Data source: Nvidia. They believe the company's gross margins -- which rose from 62% in fiscal 2020 to 72.7% That's why Nvidia's growth accelerated significantly in fiscal 2024 as the AI market exploded.

Returns 246

Returns Investors Companies Portfolios 246

The Motley Fool

NOVEMBER 17, 2024

Intel's problems started with a difficult transition from 14nm to 10nm chips (2017-2020), then worsened with even more delays in its subsequent transition to 7nm chips (2020-2023). Over the past few years, Intel fell behind TSMC and Samsung in the "process race" to manufacture smaller, denser, and more power-efficient chips.

Returns 246

Returns Companies Investing 246

The Motley Fool

NOVEMBER 7, 2024

There have been three previous halvings -- in 2012, 2016, and 2020 -- and each one has sent the crypto skyrocketing to a new all-time high, so hopes were extremely high for the April 2024 halving. In 2020, for example, Bitcoin began its stratospheric ascent to $69,000 after the halving.

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Exchange-Traded Funds Assets Investors Returns 246

The Motley Fool

OCTOBER 27, 2024

Then in 2020, the pandemic and policies around student loan forbearance forced SoFi to reevaluate its business. From 2020 to 2023, SoFi's personal loan originations grew from $2.6 SoFi's rising lending business has drawn investor attention In its early days, SoFi focused on helping people refinance their student loan debt.

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Banks Debt Prospects Returns 246

The Motley Fool

OCTOBER 20, 2024

And by 2020, Tesla shares were priced below 2 times sales. As sales from its mass market vehicles -- the Model Y and Model 3 -- began to gain traction, Tesla's revenue more than tripled from 2020 through 2024, from $30 billion to more than $90 billion. In 2014, Tesla shares were priced around 10 times sales.

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Portfolios Returns Investors Capital 246

The Motley Fool

NOVEMBER 26, 2024

Because of the deal, Oxy entered the oil and gas downturn of 2020 overleveraged and saw its stock price fall to single digits. In 2020, Oxy slashed its dividend to just $0.01 But Berkshire could own much more if it exercised its warrants. Oxy paid top dollar for Anadarko in 2019, coincidentally outbidding Chevron. for Oxy.

Stakes 245

Stakes Leveraging Banks Debt 245

The Motley Fool

DECEMBER 4, 2024

The company went public with great fanfare in late 2020, but the stock is down over 95% from its early peak and has fallen about 27% in 2024. Long story short: QuantumScape is making steady progress and staying close to the timeline it sketched out when it went public in 2020. Is there a case for selling QuantumScape stock?

Companies 245

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The Motley Fool

OCTOBER 29, 2024

There were a number of contributing factors: In 2020 and 2021, the U.S. In March 2020, the Fed slashed interest rates to a historic low of almost 0% for the same reason. Here's why the Fed cut rates in September In 2022, the CPI surged to a 40-year high of 8%.

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Funds Stock Market Stock Market Returns 237

The Motley Fool

OCTOBER 27, 2024

While its sales and earnings can be volatile in correlation with the price of oil, the company has consistently been making tens of billions of dollars annually (with the exception of 2020). As the company points out on its investor relations page, it has created over 100 new "product innovations" every year since 2020.

Assets 241

Assets Portfolios Capital Companies 241

The Motley Fool

SEPTEMBER 20, 2024

The maker of electric semi-trucks was a red-hot stock during the buying frenzy in speculative stocks in 2020, but it ran out of juice after it missed its production forecasts. Nikola 's (NASDAQ: NKLA) stock has plunged nearly 99% over the past three years. After that steep decline, Nikola's stock now trades at just 2 times this year's sales.

Mergers and Acquisitions 246

Mergers and Acquisitions Amortization Depreciation Earnings Before Interest 246

The Motley Fool

OCTOBER 1, 2024

Its deliveries more than doubled in both 2020 and 2021, but they slowed down significantly in 2022 and 2023. Metric 2019 2020 2021 2022 2023 1H 2024 Deliveries 20,565 43,728 91,429 122,486 160,038 87,426 Growth (YOY) 81% 113% 109% 34% 31% 60% Data source: Nio.

Enterprise Values 246

Enterprise Values Returns Investors Capital 246

The Motley Fool

NOVEMBER 1, 2024

storefronts have been shuttered so far this year -- the most since 2020, when the COVID-19 pandemic was up-ending the industry. Realty Trust's occupancy rate stands at a healthy 98.2%, and even during the depths of the coronavirus threat in 2020, that figure held up at a healthy 97.9%. Coresight Research reports more than 6,000 U.S.

Shareholders 246

Shareholders Portfolios Capital Companies 246

The Motley Fool

NOVEMBER 2, 2024

For the year, MicroStrategy is up a resounding 264%, and since 2020, it has outperformed every single S&P 500 stock. MicroStrategy has been on a Bitcoin buying spree since 2020, and makes regular Bitcoin purchases nearly every month. So is MicroStrategy really on track to become the first $1 trillion crypto stock?

Investment Banking 246

Investment Banking Investment Banks Banks Assets 246

The Motley Fool

SEPTEMBER 21, 2024

You might not have to take an RMD on an inherited IRA this year The Secure Act changed the rules on inherited IRAs starting in 2020. The IRS waived the RMD requirement for 2020 through 2024. The first RMD from the plan is due the year after you retire, instead of the year after you turn 73.

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