James Hendries

JUNE 26, 2023

The median performance, at 25.4%, is a better representation of where stocks might normally be at this stage because it takes out the ferocious V-shaped rebounds coming out of the 2008-2009 Great Financial Crisis and the early stages of the pandemic in March 2020. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

JANUARY 26, 2023

falls into recession, the chances are it would occur during the first half of 2023 and will not likely be as deep as the 2008 recession, which was initiated by a fundamentally flawed financial market. It is also a major component used to calculate the price-to-earnings valuation ratio. If the U.S. All index data from Bloomberg.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. We were one of the last to get what’s called a value added license to the compus stat database.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

OCTOBER 24, 2022

NORTON: So in 2008, I just received my CFA charter, and I was beginning to look around and think about, you know, where else would I want to go in this company or outside the company. And so I tossed my hat in the ring and moved over in October 15, 2008. And how do we think about them from a valuation perspective? NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

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 Marketing Marketing 130

The Big Picture

NOVEMBER 25, 2024

Would you license these models to me? 00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example. And then what happened in, in 2008? 00:30:52 [Speaker Changed] You have four big problems that happen in 2008.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

FEBRUARY 7, 2023

Don’t forget, in whatever was, April of 2008, after Jeff announced that the first quarter of 2008 was going to be a major miss. The financial crisis of 2008, where everybody was focused on Wall Street banks and even the car companies. The dirty little secret of the 2008 financial crisis was GE and GE Capital.

Engineering 259

Engineering Banking Numbers Management 259

James Hendries

NOVEMBER 8, 2022

These runoffs do happen: In 2022 both Georgia Senate seats went to a runoff, as did Georgia Senate election in 1992 and 2008. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio.

Marketing 52

Marketing Marketing Government Banking 52