The Big Picture

FEBRUARY 27, 2023

MSCI ex-USA: 8.4% ( Wealth of Common Sense ) • I’m not Sure Speculation Is Gone : Jim Chanos, president and founder of Chanos & Company, believes the level of silliness and speculation seen in 2020 and 2021 marked an important moment for valuations. These were the annual returns1 from 1970 through January 2023: S&P 500: 10.5%

Valuation 290

Valuation Assets Marketing Marketing 290

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Financial Overview Of Trent Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,485.00 Should you buy Trent despite having a high valuation? This article will examine Trent Ltd.’s

Valuation 98

Valuation Retail Food Marketing 98

Validea

SEPTEMBER 21, 2022

A study of history would have told us in advance that the 2020 bear market was an anomaly based on how fast things turned around, but you still can’t blame us for hoping for a repeat. With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand.

Valuation 72

Valuation Marketing Marketing CFP 72

Advisor Perspectives

MAY 2, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of April 30, it was 4.69%.

Valuation 64

Valuation Marketing Marketing Investing 64

Advisor Perspectives

MARCH 5, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of February 29, it was 4.25%.

Valuation 64

Valuation Marketing Marketing Investing 64

The Big Picture

JUNE 20, 2024

She observes it is less about the things investors tend to focus on — “technical analysis, geopolitics, behavioral finance and even skirt hemline trends” — and more about specific measures she tracks in sentiment, valuation, macro-economic areas. The table above shows the major market peaks going back to 1990.

Marketing 195

Marketing Marketing Valuation Media 195

The Irrelevant Investor

OCTOBER 1, 2022

Nose bleed valuations are getting knee clubbed by a combination of high inflation and rising interest rates. These darlings of 2020 are down 80% or more from their all-time high. The world has turned upside down, or right side up, depending on your perspective.

Valuation 132

Valuation 132

The Big Picture

DECEMBER 1, 2022

Investors need to recognize: The economy has thus far remained resilient; Corporate Profits have remained robust; Consumers are still spending; Households and corporate balance sheets are healthy; Valuations have become more attractive; Seasonal patterns are positive (see chart above via JC ). Not So Fast (April 3, 2020).

Economy 295

Economy Economics Valuation Marketing 295

Advisor Perspectives

JUNE 4, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of May 31, it was 4.51%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

APRIL 3, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of March 28, it was 4.20%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

FEBRUARY 2, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31, it was 3.99%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

JANUARY 3, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 31, it was 3.88%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

DECEMBER 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of November 30, it was 4.37%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

NOVEMBER 2, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of October 31, it was 4.88%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

OCTOBER 3, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of September 30, it was 4.59%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

SEPTEMBER 6, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of August 31st, it was 4.09%.

Valuation 59

Valuation Marketing Marketing Investing 59

Validea

JUNE 23, 2025

The Gardners dubbed this the “Fool Ratio” and use it to identify growth stocks trading at reasonable valuations. Combining quality fundamentals, growth, insider conviction, and manageable valuations makes this a model with serious long-term appeal. Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8%

Valuation 59

Valuation Portfolio Sales Insurance 59

Advisor Perspectives

MARCH 3, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of February 28, 2023 it was at 3.92%.

Valuation 59

Valuation Marketing Marketing Investing 59

The Big Picture

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Blame whatever you want – Too far, too fast? End of ZIRP?

Economics 246

Economics Valuation Marketing Marketing 246

Advisor Perspectives

FEBRUARY 6, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4th, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31st, it was 4.54%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

JANUARY 6, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4th, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 31st, it was 4.58%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

NOVEMBER 8, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of November 8, it was 4.30%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

OCTOBER 4, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of October 4, it was 3.98%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

SEPTEMBER 3, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of August 31, it was 3.91%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

AUGUST 5, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of July 31, it was 4.09%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

AUGUST 10, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of July 31, it was 3.97%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

JULY 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of June 30, it was 3.81%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

JUNE 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of May 31, 2023, it was 3.64%.

Valuation 52

Valuation Marketing Marketing Investing 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. When does crowd psychology take hope for economic return beyond what valuation can support? What is Space?

Investing 52

Investing Investments Valuation Engineering 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020. One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period.

Investing 52

Investing Investments Valuation Engineering 52

Advisor Perspectives

JULY 2, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of June 28, it was 4.36%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

MAY 3, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of April 28, 2023, it was 3.44%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

APRIL 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of March 31, 2023, it was 3.55%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

FEBRUARY 2, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31, 2023, it was at 3.52%

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

JANUARY 6, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 30, 2022, it was at 3.88%.

Valuation 52

Valuation Marketing Marketing Investing 52

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. interest rates since 2020. blog.validea.com) Visualizing U.S. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times. evidenceinvestor.com) A lot of investor problems are self-inflicted.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. every.to) Q3 saw big drops in startup valuations. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. behaviouralinvestment.com) Nick Maggiulli, " The present is redefining your past.

Accounting 130

Accounting Startup Financial Advising Valuation 130