Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012.

Assets 59

Assets Investing Investments Marketing 59

The Irrelevant Investor

JANUARY 2, 2021

Source: Eye on the Market Outlook 2021: The Hazmat Recovery If someone told you that a global pandemic would come out of nowhere and grind the economy to a halt, you would have been incredibly bearish on the stock market. As everybody knows by now, the stock market is expensive by traditional valuation metrics. multiplier effects)."

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Taxes Assets Tax Planning Government 52

Brown Advisory

NOVEMBER 29, 2016

For example, we found opportunity in small-cap stocks during their 2016 rally because of their relatively low valuations and limited vulnerability to flagging global economic growth. Callan estimated that a portfolio in 2005 could achieve a 7.5% annual return with a 52% allotment to bonds. company.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

The Big Picture

DECEMBER 14, 2022

MCCARTHY: And that’s because real estate in strong economies can generate a basically very strong alpha in weaker times or in an inflationary environment we’re in right now. Let’s talk about things that it doesn’t matter necessarily what the economy is doing. RITHOLTZ: Right. Let’s talk about warehouses.

Assets 154

Assets Investing Investments Portfolio 154

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. BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. BARATTA: Yeah. In the long run. When did that beckon?

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

MARCH 12, 2024

It was a wild ride because by the time you got, well, so in 2005, we went on a road show trying to tell people what we had learned, and there wasn’t a lot of reception. And in the 2000 at the 2005 conference, it’s kind of wild. Maybe the market hadn’t priced something properly. Sean Dobson : It was a wild ride.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

JULY 19, 2022

ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. But in conclusions, I did put there that it just seems that stars are aligning for some fast pain and it wasn’t just high valuations but there was a catalyst. Explain that. Bonds are the most expensive. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 130

Brown Advisory

MAY 16, 2016

Low rates also raise valuations for business acquisitions. So far as railroad valuations, the stock market was very enthused about railroad shares a year or so ago, so the stocks are down. Businesses are the engine of a market economy that has produced wonderful outcomes for the U.S. Ruane passed away in 2005.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. We, we made in 2005, I believe. That 00:15:42 [Speaker Changed] Was first AI investment, 2005. It was about $170 million valuation. You know, all of these things.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. He was a pre-IPO investor in companies like Facebook and Twitter. LINDZON: Yes. LINDZON: I hate CNBC.

Media 281

Media Investing Investments Valuation 281

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. Initially, it was started in 2005 and it was called Revolution, but it was just my capital. We’ve been at it for coming on a decade, had only a couple 100,000 customers.

Startup 164

Startup Investing Investments Numbers 164

The Big Picture

FEBRUARY 7, 2023

Jamie has been there since, whatever, 2005. Back during the financial crisis, post financial crisis when Obama was president, after Bush had left and McCain had lost, I want to say it was like 2012 or 2013, where the economy is coming off the lows. COHAN: — JPMorgan Chaser, right? And so that’s, you know, 18 years.

Engineering 254

Engineering Banking Management Numbers 254

The Big Picture

OCTOBER 31, 2022

When I look back at 2005, ’06, ’07, yeah, those growth stocks that collapsed from way too high, probably were too low. RITHOLTZ: So 5% funds rate, what does that do to the economy? SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. But in the postwar period, we’ve had the cycles.

Numbers 143

Numbers Investing Investments Marketing 143