ClearMoney

DECEMBER 14, 2021

Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. 20591, National Bureau of Economic Research, October 2014). 5Wes Crill, “Out of Bounds: Style Drift in the Russell 2000 Value Index,” Insights (blog), Dimensional Fund Advisors, June 2021.

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The Big Picture

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments. And how do we think about them from a valuation perspective?

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James Hendries

MARCH 13, 2023

Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative. However, the pressure on valuations from higher interest rates, which have made bonds attractive alternatives, led to the Committee’s recent decision to reduce the size of the overweight from 5 points to 3.

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James Hendries

SEPTEMBER 27, 2022

Since 2000, the average increase in the 10-year yield during major moves higher is around 1.8%. As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal. Any economic forecasts set forth may not develop as predicted and are subject to change.

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James Hendries

SEPTEMBER 20, 2022

Since 2000, the average increase in the 10-year yield has been around 1.8%. economic growth. More specifically, it reflects how the Fed intends to stimulate or slow economic growth by cutting or raising its policy rate. Any economic forecasts set forth may not develop as predicted and are subject to change.

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The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. So before we get to the pandemic, which obviously had an enormous outsized effect on real estate, let’s talk a little bit about the financial crisis in the mid-2000s, a lot of real estate companies crashed and burned then. RITHOLTZ: Wow, that’s amazing.

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