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. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.
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. By Taylor Graff, CFA, Asset Allocation Analyst. Rude Awakening. Thu, 09/03/2015 - 15:10. Following such an approach, we do not hold appropriation bonds sold by Puerto Rico and Chicago.
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Brown Advisory
AUGUST 6, 2019
As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Valuations are elevated but nowhere near the bubble levels of the late 1990s. GDP than it was 100 years ago.
Brown Advisory
AUGUST 6, 2019
As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Nate Silver, 2012. Valuations are elevated but nowhere near the bubble levels of the late 1990s. by Taylor Graff, CFA.
The Better Letter
JANUARY 26, 2024
2012 : “The present menu of investment opportunities continues to be among the worst in history.” 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. percent while the S&P 500 made 14.82
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. CHANCELLOR: Well, he sort of — yeah, he thought about it.
Random Roger's Retirement Planning
FEBRUARY 9, 2023
Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation. Ten years is a reasonable time period but someone who bought in 2012 based on the previous ten years really got left behind.
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