Remove 2002 Remove Economics Remove Valuation
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Transcript: Jonathan Clements

The Big Picture

I did it in 2000, 2002. I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed. And I think it partly depends on the economic comfort in which you grew up. I did it in 2008 in oh nine.

Investing 147
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Four Hard Investing Lessons From 2022 With Silver Linings

Validea

Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. Source: [link]. The yellow metal then saw two positive years.

Investing 128
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Not Your Grandpa’s Railroad

Fortune Financial

Many of these businesses, and many of the things that move on rails are just captive volumes that can’t economically move via truck or via plane. Since 2002, overall carloads on Union Pacific’s network have declined by a bit less than 1% per year, but Union Pacific’s revenues per car have increased 4% per year.

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Transcript: Joe Barratta of Blackstone

The Big Picture

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. And so, that didn’t happen until 2002. I mean, you know, this is probably 2002. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector.

Assets 162
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Weekly Market Insight – July 18, 2022

Cornerstone Financial Advisory

dollar continued to climb, reflecting global economic weakness. dollar to six other major currencies) reached a fresh high, while the euro fell to parity with the dollar and to its lowest level since 2002. This Week: Key Economic Data. Index of Leading Economic Indicators. . Stocks Slide. Also, the U.S. A rising U.S

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Investment Perspectives | Bubbles II

Brown Advisory

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. It’s remarkable how far the markets have come in the five years since then. Possible Signs. Then and Now.

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Strategic Planning in Volatile Markets

Brown Advisory

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. to a grantor trust) similarly remain attractive because of low interest rates and potentially low valuations.