Remove 2012 Remove Economics Remove Valuation
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Four Hard Investing Lessons From 2022 With Silver Linings

Validea

While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. The chart below shows that of the tech sector’s 760% total return, 620% came from the change (increase) in valuation while 140% came from increasing earnings and dividends.

Investing 128
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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. This is only the eighth time that has ever happened and the first time since the first quarter of 2012 (also an election year). Following the huge 11.2% on average.

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Present at the Creation: Early-Stage Venture Capital

Brown Advisory

In October 2012, a $1 million investment was enough to buy 13% of Cyvera. Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. From 2010 until 2015, the bull run in publicly traded equities led to a surge in valuations across the venture capital industry.

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Transcript: Joe Barratta of Blackstone

The Big Picture

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. Even when you read that announcement from — that was 2012 — RITHOLTZ: 2012. BARATTA: — we’re probably three times the size as we were in 2012.

Assets 162
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Weekly Market Insights – January 9, 2023

Cornerstone Financial Advisory

New Year’s Rally In Reply To Positive Economic News. The first two trading sessions of a holiday-shortened week saw major averages swing wildly between gains and losses as investors balanced an improving outlook on inflation against concerns of faltering economic growth. This Week: Key Economic Data. Jobless Claims.

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Investment Perspectives | Bubbles II

Brown Advisory

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.

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Dream or Opportunity?

Brown Advisory

China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Behind the change in investor sentiment lies deteriorating economics in China. Economic recoveries usually feature a surge in consumption as employment and wages rebound. Dream or Opportunity?