Advisor Perspectives

DECEMBER 5, 2023

With the Q3 GDP second estimate and the November close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 180.5%, up from 173.1% the previous quarter.

Valuation 73

Valuation 73

Abnormal Returns

DECEMBER 27, 2023

awealthofcommonsense.com) Michael reviews his ten predictions from 2023 including Bitcoin prices. bank profits in 2023. ft.com) Citigroup ($C) trades at a big valuation discount to its competitors. newsletter.abnormalreturns.com) Mixed media 9 big scientific breakthroughs in 2023 including malaria and RSV vaccines.

Financial Advising 261

Financial Advising Valuation Banking Media 261

Abnormal Returns

JANUARY 14, 2024

(awealthofcommonsense.com) 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' awealthofcommonsense.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.'

Valuation 235

Valuation Assets Investing Investments 235

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. As of May 31, 2023, it was 3.64%. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%.

Valuation 52

Valuation Marketing Marketing Investing 52

MarketWatch

MARCH 15, 2023

s valuation has reportedly fallen for the second time in 2023 as the company announced a new round of funding late Wednesday. Back in January, Stripe reportedly had cut its internal valuation to $63 billion, down from a $95 billion valuation in March 2021. Privately held fintech company Stripe Inc.’s

Valuation 75

Valuation Wealth Management Assets Management 75

Advisor Perspectives

APRIL 18, 2023

Our emerging market debt valuation metrics across all but the U.S. In this new, compact version of our Quarterly Valuation Update, we provide our Q1 assessment and introduce summary valuation graphics to assist in quantifying expected returns. interest rate dimension remain unambiguously attractive.

Valuation 52

Valuation Marketing Marketing 52

Meb Faber Research

OCTOBER 25, 2023

Episode #505: Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape Guest: Que Nguyen is the CIO of Equity Strategies at Research Affiliates. She leads the cross-sectional equity research and strategy design that supports the firm’s systematic active portfolios and smart beta indices.

Valuation 63

Valuation Portfolio Investing Investments 63

Advisor Perspectives

DECEMBER 20, 2022

In 2023, the math of valuations suggests returns will likely be challenging as markets remain difficult to navigate.

Math 52

Math Valuation Marketing Marketing 52

Advisor Perspectives

NOVEMBER 2, 2023

With the Q3 GDP advance estimate and the October close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 180.6%, up from 173.1% the previous quarter.

Valuation 65

Valuation 65

Advisor Perspectives

OCTOBER 3, 2023

With the Q2 GDP third estimate and the September close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 173.1%, up from 160.7% the previous quarter.

Valuation 65

Valuation 65

Advisor Perspectives

JANUARY 2, 2024

Based on the December S&P 500 average of daily closes, the Crestmont P/E of 34.5 is 130% above its arithmetic mean, 150% above its geometric mean, and is at the 99th percentile of this 14-plus-decade series.

Valuation 69

Valuation Marketing Marketing 69

Advisor Perspectives

JANUARY 2, 2024

The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.48, up from 1.41 in November.

Valuation 65

Valuation Marketing Marketing 65

Advisor Perspectives

SEPTEMBER 5, 2023

With the Q2 GDP second estimate and the August close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 168.5%, up from 162.5% the previous quarter.

Valuation 65

Valuation 65

Advisor Perspectives

DECEMBER 4, 2023

The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.54, up from 1.47 in October.

Valuation 65

Valuation Marketing Marketing 65

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. As of January 31, 2023, it was at 3.52% On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%.

Valuation 52

Valuation Marketing Marketing Investing 52

Abnormal Returns

SEPTEMBER 24, 2023

tonyisola.com) Leveraged loans have put corporate bonds to shame in 2023. institutionalinvestor.com) Putting a valuation on Instacart ($CART). (semafor.com) A wide range of outcomes is always on the table. wsj.com) The life of a short-seller, even when proven correct, is no easy thing.

Math 242

Math Valuation Portfolio Investing 242

Advisor Perspectives

APRIL 5, 2023

With the Q4 GDP third estimate and the March close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 151.8%, up from 146.8% the previous quarter.

Valuation 65

Valuation 65

Advisor Perspectives

AUGUST 2, 2023

With the Q2 GDP advance estimate and the July close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 168.2%, up from 162.5% the previous quarter.

Valuation 52

Valuation 52

Advisor Perspectives

JULY 5, 2023

With the Q1 GDP third estimate and the June close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 162.5%, up from 152.5% the previous quarter.

Valuation 52

Valuation 52

Abnormal Returns

JANUARY 10, 2024

(awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' morningstar.com) Bond investor sentiment has turned.

Financial Advising 173

Financial Advising Valuation Banking Media 173

Abnormal Returns

DECEMBER 20, 2023

Markets Six charts that defined markets in 2023. newsletter.rationalwalk.com) Product-wise, 2024 will be a bigger year for Apple ($AAPL) than 2023. finance.yahoo.com) Hipgnosis is having a hard time coming up with song valuations. axios.com) The Nasdaq 100 is just different. buy back shares?

Financial Advising 204

Financial Advising Valuation Media Economy 204

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 98

Asset Allocation Assets Valuation Clients 98

Advisor Perspectives

JUNE 6, 2023

With the Q1 GDP second estimate and the May close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 156.4%, up from 151.8% the previous quarter.

Valuation 52

Valuation 52

Advisor Perspectives

MAY 3, 2023

With the Q1 GDP advance estimate and the April close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 156.5%, up from 151.8% the previous quarter.

Valuation 52

Valuation 52

Advisor Perspectives

MAY 2, 2023

Quick take: Based on the April S&P 500 average of daily closes, the Crestmont P/E of 31.6 is 112% above its arithmetic mean, 130% above its geometric mean, and is at the 96th percentile of this 14-plus-decade series.

Valuation 52

Valuation Marketing Marketing 52

Advisor Perspectives

APRIL 4, 2023

Quick take: Based on the March S&P 500 average of daily closes, the Crestmont P/E of 30.6 is 106% above its arithmetic mean, 123% above its geometric mean, and is at the 96th percentile of this 14-plus-decade series.

Valuation 52

Valuation Marketing Marketing 52

Cornerstone Financial Advisory

DECEMBER 26, 2023

Source: Econoday, December 22, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 22, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, December 22, 2023 2. The Wall Street Journal, December 22, 2023 3. The Wall Street Journal, December 22, 2023 4.

Taxes 96

Taxes Investment Advisor Sales Investing 96

Advisor Perspectives

MARCH 6, 2023

With the Q4 GDP second estimate and the February close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 140.1%, down from 146.7% the previous quarter.

Valuation 52

Valuation 52

Advisor Perspectives

MARCH 2, 2023

Quick take: Based on the February S&P 500 average of daily closes, the Crestmont P/E of 31.6 is 112% above its arithmetic mean, 130% above its geometric mean, and is at the 96th percentile of this 14-plus-decade series.

Valuation 52

Valuation Marketing Marketing 52

Advisor Perspectives

FEBRUARY 6, 2023

Quick take: Based on the December S&P 500 average of daily closes, the Crestmont P/E is 107% above its arithmetic mean and at the 96th percentile of this 14-plus-decade monthly metric.

Valuation 52

Valuation Marketing Marketing 52

Cornerstone Financial Advisory

DECEMBER 18, 2023

Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, December 15, 2023 2. The Wall Street Journal, December 15, 2023 3. The Wall Street Journal, December 15, 2023 4.

Marketing 92

Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Source: Econoday, November 3, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, November 3, 2023. The Wall Street Journal, November 3, 2023. The Wall Street Journal, November 3, 2023.

Marketing 98

Marketing Marketing Taxes Investment Advisor 98

Cornerstone Financial Advisory

OCTOBER 30, 2023

1,2,3 Source: YCharts, October 23, 2023 to October 27, 2023. Source: Econoday, October 27, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, October 27, 2023 2. CNBC, October 26, 2023 5.

Marketing 96

Marketing Marketing Economics Taxes 96

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, November 17, 2023. The Wall Street Journal, November 17, 2023. FOMC Minutes.

Marketing 90

Marketing Marketing Taxes Economics 90

Abnormal Returns

DECEMBER 7, 2023

(wsj.com) What phrases and words companies stood out in conference calls in 2023? techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. ft.com) VC SimpleClosure, a start-up that helps other start-ups wind down their operations, is doing a booming business.

Digital Media 216

Digital Media Electronics Financial Advising Startup 216

Nerd's Eye View

JULY 5, 2023

In addition to overlooking global long-term recovery patterns, investors often fail to consider the important role that valuation changes play in investment returns. As while investment returns can be driven by underlying economic performance, such as through growth in earnings, they can also be driven by changes in valuations.

Valuation 236

Valuation Economics Portfolio Investing 236

Cornerstone Financial Advisory

DECEMBER 11, 2023

Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, December 8, 2023 2. IRS.gov, May 1, 2023 7.

Marketing 83

Marketing Marketing Taxes Economics 83