2004 Economics Valuation 
The Big Picture
APRIL 17, 2025
My advice was not based on fear of a bubble or the (over)valuation of Yahoo; rather, I suggested employing a regret minimization framework.2 This was impossible, and I said so: Either you guys are either going to win the Nobel prize in economics or go to jail. He could take any job he wanted for the rest of his lifeor none at all.
Brown Advisory
MAY 31, 2017
Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. stocks since the middle of 2004. is not particularly notable. is much clearer. All else being equal, U.S.
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Brown Advisory
MAY 31, 2017
Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. stocks since the middle of 2004. is not particularly notable. is much clearer. All else being equal, U.S.
James Hendries
JANUARY 13, 2023
Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! economy to avoid recession, and support above-average valuations. The hit to valuations in the form of about 4 P/E points (21 to 17) translates into a roughly 20% drop in the S&P 500 Index. Here are some of our lessons learned from 2022.
The Big Picture
APRIL 18, 2023
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. Probably somewhere around 2004 or ‘05, we started doing things by ourselves. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector.
Brown Advisory
APRIL 1, 2015
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.
The Big Picture
DECEMBER 19, 2023
And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. With no further ado my conversation with Woodline partners, Mike Rockefeller.
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