Dear Mr. Market

MARCH 17, 2024

Click here or below to see or enlarge the entire bracket for 2024. EOG is poised to breakout and trades at bargain valuation of about nine times earnings (relative to the S&P at 23 times earnings and a touch under the overall energy sector of 12 times earnings).

Investing 105

Investing Investments Portfolio Assets 105

Discipline Funds

JUNE 6, 2023

Our general view on inflation is that the Fed won the battle already and they won’t declare victory until 2024 or 2025. When you combine this with a very low unemployment rate and high market valuations you tend to see the sort of choppy stock market that we’ve been experiencing in the last few years.

Economy 92

Economy Asset Allocation Valuation Communication 92

Truemind Capital

JANUARY 16, 2024

Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space. We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

APRIL 19, 2024

In case, the results in June 2024 come contrary to the expectations of the thumping majority, we are at a risk of markets correcting by at least 5%. Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. But valuations strongly favor value over growth. The S&P 600 small cap index has returned about 1.5%

Assets 52

Assets Marketing Marketing Asset Allocation 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. 06/2024) All index data from FactSet.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

The Better Letter

JANUARY 26, 2024

That didn’t happen, obviously, so now he says it’s coming in 2024. 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. ” The S&P earned 15.89 percent that year while HSGFX lost 12.62

Assets 103

Assets Valuation Management Investing 103