Nerd's Eye View

APRIL 3, 2024

Notably, the work-from-home movement has resulted in a dramatic drop in office valuations that could lead to a whole host of issues, including lending constraints in the banking sector, which is already sitting on a mountain of unrealized losses on Treasuries and mortgages.

Economics 244

Economics Marketing Marketing Valuation 244

Trade Brains

NOVEMBER 6, 2024

Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, solid growth prospects, and market leadership. 2,887 on November 06, 2024 2. 1,090 on November 06, 2024 4.

Banking 98

Banking Distribution Valuation Retail 98

Validea

DECEMBER 18, 2024

Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. The strategy evaluates potential investments through several key lenses: First, companies must demonstrate fundamental strength. Valuation plays a crucial role in the final selection.

Valuation 52

Valuation Portfolio Investing Investments 52

Validea

DECEMBER 4, 2024

The Patient Investor approach takes inspiration from Warren Buffett’s investment philosophy, drawing from insights shared in Mary Buffett’s Buffettology. This methodology focuses on identifying companies with enduring value, much like Buffett’s own investment style. Start investing like the Oracle of Omaha today!

Valuation 52

Valuation Portfolio Investing Investments 52

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 273

Valuation Financial Advising Startup Media 273

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. 5,6 Source: YCharts.com, November 23, 2024. DELL), CrowdStrike (CRWD) Source: Zacks, November 21, 2024.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

NOVEMBER 15, 2024

Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024.

Valuation 52

Valuation Assets Sales Portfolio 52

Abnormal Returns

DECEMBER 20, 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. abnormalreturns.com) Research links: persistent investment factors. moretothat.com) You will make mistakes in 2024. buy back shares?

Financial Advising 257

Financial Advising Valuation Media Economy 257

Abnormal Returns

JUNE 4, 2024

billion valuation? bloomberg.com) Has the 'anti-woke' investing movement peaked? econbrowser.com) How 2024 Fed expectations have bounced around. (sherwood.news) Fund management Fidelity has been successful in getting ETF companies to agree to revenue sharing agreements. nytimes.com) A lot of Canadians are headed for America.

Financial Advising 288

Financial Advising Economy Valuation Media 288

The Big Picture

OCTOBER 30, 2024

Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week.

Valuation 147

Valuation Investing Investments Numbers 147

Cornerstone Financial Advisory

DECEMBER 16, 2024

Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. 5,6,7 Source: YCharts.com, December 14, 2024. Final Fed Meeting of 2024 The consumer price index ticked up to 2.7 Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Lets break it down ( click here to see the full bracket).

Investing 78

Investing Investments Valuation Advertising 78

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

NOVEMBER 15, 2024

Here is the latest value spread update for November 2024 from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Valuations are also similar relative to growth using the Price/Sales ratio.

Valuation 52

Valuation Sales Marketing Marketing 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. 6,7 Source: YCharts.com, December 21, 2024. Source: Zacks, December 16 , 2024. Investing.com, December 20, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Weekly Market Insights | November 11th, 2024 Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. 8 Source: YCharts.com, November 9, 2024.

Marketing 52

Marketing Marketing Taxes Economics 52

Financial Symmetry

FEBRUARY 20, 2025

At the end of 2024, the 10 largest companies in the S&P 500 Index made up 37.3% Data from 12/31/1989 12/31/2024. Data for Panel A and Panel B from 3/1/2008 12/31/2024. At the end of 2024, these were the largest seven companies in the U.S. Data from 12/31/2022 12/31/2024. Source: Morningstar.

Marketing 67

Marketing Marketing Valuation Commission 67

Abnormal Returns

APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds.

Accounting 261

Accounting Consulting Financial Advising Valuation 261

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

Investments 182

Investments Investing Startup Valuation 182

Abnormal Returns

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. behaviouralinvestment.com) How to pick a proper investment benchmark. behaviouralinvestment.com) How to pick a proper investment benchmark. spyglass.org) Weight loss drugs Eli Lilly ($LLY) says they will be capacity constrained through 2024.

Financial Advising 261

Financial Advising Valuation Manufacturing Media 261

Validea

NOVEMBER 2, 2024

Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing.

Valuation 52

Valuation Numbers Portfolio Investing 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

FEBRUARY 22, 2025

In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes.

Valuation 52

Valuation Economics Portfolio Investing 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. 6 Source: YCharts.com, November 30, 2024. Consumer Sentiment.

Marketing 52

Marketing Marketing Economics Taxes 52

Nerd's Eye View

AUGUST 5, 2024

Welcome to the August 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Validea

JUNE 13, 2025

Others are based on simplistic valuation metrics that ignore critical elements like debt, cash flow quality, or business fundamentals. It was developed by Tobias Carlisle, a noted expert on deep value investing and founder of Acquirer’s Funds. Not all value strategies are created equal. The result? for the S&P 500.

Valuation 52

Valuation Portfolio Investing Investments 52

Cornerstone Financial Advisory

DECEMBER 9, 2024

Weekly Market Insights | December 9th, 2024 Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. 6,7,8 Source: YCharts.com, December 7, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 30, 2024

Weekly Market Insights | December 30th, 2024 Holiday Spending Up Stocks notched a slight gain over the holiday week. 4,5 Source: YCharts.com, December 28, 2024. percent in 2024, compared with 3.1 GBX) Source: Zacks, December 27 , 2024. When sold, investments may be worth more or less than their original cost.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

APRIL 14, 2025

Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. Drawing on decades of experience, Bernstein offers practical wisdom for navigating today’s uncertain investment landscape.

Investing 52

Investing Investments Valuation Economics 52

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

Wealth Management

JUNE 10, 2025

It doesn’t require a significant time investment—just a willingness to be honest about what’s working, what’s not and what needs to change. Many advisors experienced record years in 2023 and 2024, but now is the time to ask the difficult question: Am I growing because of my firm, or despite it? And the best part?

Wealth Management 143

Wealth Management Financial Advisor Management Recruitment 143

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Two-year Treasury Note Auction. Consumer Confidence.

Marketing 105

Marketing Marketing Economics Taxes 105

Validea

OCTOBER 4, 2024

Here is the latest update for October from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

AUGUST 1, 2024

Here is the latest update for August from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

SEPTEMBER 6, 2024

Here is the latest update for September from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 52

Valuation Marketing Marketing Sales 52

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investing 162

Investing Investments Portfolio Valuation 162