David Nelson
OCTOBER 17, 2022
I accept that rising rates means stock valuations have to go lower. this year so at the very least much of the valuation correction is behind us. Growth vs Value October 2002 – December 2007. The bottom occurred in October of 2002 as we were gearing up for the war but even here value outperformed by a wide margin.
Brown Advisory
APRIL 1, 2015
In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. economy following the financial crisis. Possible Signs.
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Brown Advisory
MAY 10, 2018
The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? From a U.S.
Brown Advisory
MAY 10, 2018
The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? From a U.S.
Mr. Money Mustache
MAY 20, 2022
And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon.
The Big Picture
NOVEMBER 8, 2022
CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. I mean, I cite a description of the failure of the Soviet economy.
Brown Advisory
JUNE 16, 2022
The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. Our standard valuation framework looks out over a 10-year cash flow forecast ending with zero % real growth in the terminal cashflow (technically we use 3% nominal terminal growth). DCFs are very dangerous if not used thoughtfully.
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