Remove 2012 Remove Economy Remove Valuation
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Market Commentary: Swift Election Results Boost Investors’ Confidence

Carson Wealth

It is the most for a Republican President since 1988, but it trails the 365 (2008) and 332 (2012) President Obama won in his two elections. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. Productivity is at some of the best levels since the late ‘90s.

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The Broken Clock Investor: Always Warning, Rarely Winning

Dear Mr. Market

Peter Schiff Gold Bug and Fed Critic Extraordinaire Ongoing theme : Hyperinflation is coming, the dollar will collapse, and the Fed is destroying the economy. John Hussman Valuation Maximalist Approach : Mathematical valuation models suggesting equities are wildly overpriced. Michael Burry The One-Hit Wonder?

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. We have a very robust economy. And now here we are, and every couple of decades we have to go through these periods where there’s heat in the economy and inflation is one manifestation of the heat. 00:37:58 Right?

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Transcript: Christine Phillpotts, Ariel Investments

The Big Picture

00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. That is not being reflected in valuations from a top down standpoint. Do we invest in emerging market countries because their economies are growing? Which really raises an interesting question. 00:35:18 Right.

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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. economy, and the job market is leading the way. on average. Payroll growth picked up in recent months.

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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.

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Looking at the Rise of Money Losing Companies

Validea

Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. 12/31/2012 2.0% 12/31/2012 29.8% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. By Jack Forehand, CFA, CFP® ( @practicalquant ) —.

CFP