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"The Office Sector’s Double Whammy"; Record High Office Vacancy Rate

Calculated Risk

Consequently, this has temporarily masked the underlying CMBS distress, which has recently become more apparent through rising loan delinquencies and declining property valuations. In other words, 2024’s full-year delinquency spike even outpaced levels seen during the Global Financial Crisis (GFC).

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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

The previous high mark over this period, around the height of the dot-com era in early 2000, appears small in comparison. This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 Data for Panel A and Panel B from 1/1/2000 12/31/2024. Pay attention to valuations.

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Three Things – Exponential AI

Discipline Funds

This means valuations could actually move even higher and owning capital is going to become increasingly important for financial well-being. We lost almost 3MM jobs and the rate of GDP growth slowed, but from 2000 until 2003 RGDP actually averaged 2.25%. The age of abundance is coming. Everything will become a technology firm.

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Negative effects of a prolonged bull market

Truemind Capital

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism.

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Weekly Market Insights: November 25th, 2024

Cornerstone Financial Advisory

The Russell 2000, an index of 2,000 small-cap companies widely used as a benchmark for U.S. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. small-cap stocks, rose 4.50

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SPY vs. QQQ: Battle of the ETF Behemoths

Validea

In this post, we break down the most important differences between SPY and QQQ across key dimensions: performance, volatility, valuation, sector exposure, factor makeup, and fees. Using Portfolio Visualizer data from 2000 to May 2025, QQQ outperformed SPY slightly with a 7.77% annualized return vs. 7.52%. Standard Deviation 15.3%

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

So of course, what the Fed will do impacts markets, impacts valuations, impacts interest rates. 00:46:16 [Speaker Changed] I mean, if you look at the, the valuations, if you look at the fundamentals, it is, it’s surprising, right? So there’s still a pretty big valuation gap. So of course we follow it.

Investing 144