Validea

SEPTEMBER 26, 2023

Such rate cuts have been de rigueur during the dot-com bubble burst and the 2008 financial crisis, but the Fed appears to finally be shifting the market away from Fed-put expectations. That, in turn, bloated stock valuations. Just days after the Federal Reserve Bank of New York orchestrated a $3.5

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Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. But first a quick recap.

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Investing Caffeine

FEBRUARY 1, 2023

in Q4 ), generationally low unemployment (3.5%), and relatively stable earnings (see chart below) all point to a stable economy with the ability to navigate a soft landing. China’s new reopening of the economy and Europe’s seeming ability of dodging a recession provide additional evidence for a soft landing scenario.

Economy 59

Economy Economics CFP Investing 59

The Irrelevant Investor

APRIL 12, 2020

Articles If private equity suffers, the blow will reverberate throughout the entire economy By Bethany McLean No one runs a business on the assumption that that business won’t be there tomorrow By Tim Duy The government made more than $13 billion from its bailout of Citigroup, $5 billion on its stake in AIG, $4.5

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Investing Caffeine

APRIL 1, 2022

People forget that commodity prices approximately doubled after the 2008 Financial Crisis, only to experience a subsequent slow bleed over the next decade until prices were essentially chopped in half. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. Source: Yardeni.com.

Economy 59

Economy Economics Valuation Investing 59

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

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Validea

OCTOBER 5, 2022

Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. 12/31/2008 2.1% 12/31/2008 24.9% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. By Jack Forehand, CFA, CFP® ( @practicalquant ) —.

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Validea

JANUARY 13, 2023

Mega-cap tech giants, a safe haven since the 2008 financial crisis, fell much more than the S&P 500 in 2022. There are many reasons for the tech sector’s woes aside from higher interest rates, from the potential energy crisis in Europe, wage pressures, and a slowdown in the global economy, as well as geopolitical tensions.

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Validea

NOVEMBER 16, 2022

.: Grantham, who is well-known for identifying bubbles before they burst such as the dot-com bust in 2000 and the housing market crash in 2008, has been outspoken about his belief that the market was in a “super bubble” that has yet to truly burst. Valuations are still high, despite rampant inflation and an economic slowdown.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. equity market: With the economy stable, the investor mood remains sanguine.

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Valuation Economy Banking Economics 52

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. Further, we see room for the European economy to grow. Take Europe, for instance. is much clearer.

Portfolio 52

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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. Further, we see room for the European economy to grow. Take Europe, for instance. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Validea

NOVEMBER 18, 2022

.: Grantham, who is well-known for identifying bubbles before they burst such as the dot-com bust in 2000 and the housing market crash in 2008, has been outspoken about his belief that the market was in a “super bubble” that has yet to truly burst. Valuations are still high, despite rampant inflation and an economic slowdown.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

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. Covid and what followed is history and the Fed did the only thing they could following a near complete shutdown of the world economy. Fed Balance Sheet 2008-2022.

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The Big Picture

SEPTEMBER 19, 2022

I led the Union Square Ventures investment in Etsy, I became a venture partner for that, and then became a GP in the 2008 fund. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. A year ago, late stage valuations had gone just bonkers.

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Brown Advisory

FEBRUARY 15, 2019

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. This is also a fitting moment to review the intersection of risk and valuation. Entering 2019, we face rising economic, political and market risks. In non-U.S.

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The Big Picture

FEBRUARY 6, 2024

I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular. You really like the long time where you have to hold to make up that valuation whole is so long that you just really shouldn’t be involved. 00:18:41 [Speaker Changed] Yep.

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Trade Brains

DECEMBER 22, 2022

Top 10 IT Stocks in 2023: The IT sector is known to be one of the most crucial industries in our global economy as it is the major driver of employment and also this sector keeps growing and evolving with time and increasing technological advancements in. 3 billion market valuation, after TCS and Infosys. 3 billion market valuation.

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Investing Caffeine

JANUARY 3, 2022

880%, among many other fruitful investments since Sidoxia’s inception in 2008. Profits have been gargantuan, interest rates remain near generational lows, valuations remain reasonable, and there are reasons to be optimistic regarding the COVID pandemic. Throw in some good stock picking, and that is frosting on a cake recipe of success.

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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

OCTOBER 2, 2018

stocks have generally been clear outperformers since the 2008-09 financial crisis, and it hasn’t really been close: Over the ten years since the financial crisis, U.S. stocks have reigned since the global financial crisis of 2008-09. Equity valuations in Europe at the time were more attractive than those in the U.S.

Investing 52

Investing Investments Clients Assets 52

Brown Advisory

OCTOBER 2, 2018

stocks have generally been clear outperformers since the 2008-09 financial crisis, and it hasn’t really been close: Over the ten years since the financial crisis, U.S. stocks have reigned since the global financial crisis of 2008-09. Equity valuations in Europe at the time were more attractive than those in the U.S.

Investing 52

Investing Investments Clients Assets 52

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Concentration: Much of the U.S. Using the 10-year U.S.

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Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Concentration: Much of the U.S. Using the 10-year U.S.

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Management Investing Investments Valuation 52

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

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The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? And so I tossed my hat in the ring and moved over in October 15, 2008. How did that transition happen? NORTON: Yeah.

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Dear Mr. Market

MARCH 17, 2023

We’re not market timers but whenever there is a lot of pressure in one area of the market or a certain sector of the economy, it’s worth assessing if it’s truly the end of the world or not. Citigroup is trading near its lowest valuation in 10 years and like most well run banks will benefit from rising interest rates.

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Brown Advisory

SEPTEMBER 3, 2015

But recent turbulence in the world’s second-largest economy indicates that Xi’s dream may be a bit deferred. Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S.

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Brown Advisory

JULY 19, 2017

Valuations of the U.S. and global economies have managed to eke out decent performance in recent years but have yet to re-establish their pre-crisis growth levels. Today, we hear the word “unprecedented” far too often, referencing everything from stock valuations, to the U.S. But we can’t deny the existence of fear. company.

Investing 52

Investing Investments Portfolio Clients 52

Brown Advisory

JULY 19, 2017

Valuations of the U.S. and global economies have managed to eke out decent performance in recent years but have yet to re-establish their pre-crisis growth levels. Today, we hear the word “unprecedented” far too often, referencing everything from stock valuations, to the U.S. But we can’t deny the existence of fear. company.

Investing 52

Investing Investments Portfolio Clients 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce.

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Transportation Government Economy Asset Allocation 52

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 current blowup) -20% so far What’s your guess?

Marketing 57

Marketing Marketing Retirement Investing 57

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. As we now know, this celebration was premature. company.

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Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. RECENT TRENDS AFFECTING LIQUIDITY. company.

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Brown Advisory

JULY 1, 2015

Rising interest rates influence the economy and financial markets in several ways—most of them negative. Rising rates also have a direct, negative impact on bond prices, and they tend to constrain stock valuations. The Fed has kept short-term rates at virtually zero since late 2008, just after the failure of Lehman Brothers.

Investing 52

Investing Investments Banking Economy 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

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Brown Advisory

DECEMBER 2, 2015

This helps to meet your immediate needs and instill discipline in a longterm context, averting excessive spending when valuations are rising. After the 2008-2009 financial crisis, many clients could use loss carry-forwards to reduce taxes against gains taken in subsequent years. Diamonds In The Rough.

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