Advisor Perspectives

MAY 1, 2024

Based on the April S&P 500 average of daily closes, the Crestmont P/E of 36.7 is 144% above its arithmetic mean, 166% above its geometric mean, and is at the 99th percentile of this 14-plus-decade series.

Valuation 64

Valuation Marketing Marketing 64

Advisor Perspectives

APRIL 3, 2024

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 184.4%, up from 167.6% the previous quarter.

Valuation 64

Valuation 64

Wealth Management

DECEMBER 22, 2023

Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.

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Valuation Marketing Marketing 107

Advisor Perspectives

MARCH 5, 2024

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 165.7%, down from 167.3% the previous quarter.

Valuation 59

Valuation 59

Advisor Perspectives

APRIL 2, 2024

Based on the March S&P 500 average of daily closes, the Crestmont P/E of 37.2 is 148% above its arithmetic mean, 170% above its geometric mean, and is at the 99th percentile of this 14-plus-decade series.

Valuation 64

Valuation Marketing Marketing 64

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. MarketWatch.com, February 22, 2024.

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Marketing Marketing Economics Taxes 84

Advisor Perspectives

MARCH 4, 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 1.59, up from 1.52 in January.

Valuation 69

Valuation Marketing Marketing 69

Abnormal Returns

DECEMBER 27, 2023

(investmenttalk.co) Strategy Forecast all you want, but unexpected stuff will happen in 2024. ft.com) Citigroup ($C) trades at a big valuation discount to its competitors. theetfeducator.com) Are options-related ETFs going to continue to see growth in 2024? bank profits in 2023. wsj.com) The e-commerce boom is over.

Financial Advising 259

Financial Advising Valuation Banking Media 259

Advisor Perspectives

MARCH 4, 2024

Based on the February S&P 500 average of daily closes, the Crestmont P/E of 36.2 is 141% above its arithmetic mean, 162% above its geometric mean, and is at the 99th percentile of this 14-plus-decade series.

Valuation 69

Valuation Marketing Marketing 69

Abnormal Returns

APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% Markets The energy sector is still less than 4% of the S&P 500. collabfund.com) Expect to see some overconfidence tonight in Detroit.

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Accounting Consulting Financial Advising Valuation 256

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 15, 2024 2.

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Marketing Marketing Taxes Economics 87

Wealth Management

JANUARY 31, 2024

Shift in interest rates provides impetus to discounting promissory notes.

Valuation 105

Valuation 105

Cornerstone Financial Advisory

APRIL 29, 2024

5 Source: YCharts.com, April 27, 2024. Source: Investors Business Daily – Econoday economic calendar; April 23, 2024 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 23, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, April 26, 2024 2. Factory Orders.

Marketing 52

Marketing Marketing Taxes Economics 52

Advisor Perspectives

FEBRUARY 1, 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 1.52, up from 1.48 in December.

Valuation 69

Valuation Marketing Marketing 69

Advisor Perspectives

DECEMBER 9, 2023

It’s possible that a 2024 recession could be avoided, but we see recessions risks as remaining elevated in most developed markets. We believe there is limited upside for equities amid expensive valuations and recession concerns. Government bond valuations, however, look attractive in the U.S.,

Valuation 52

Valuation Marketing Marketing Government 52

Abnormal Returns

FEBRUARY 28, 2024

on.ft.com) Private credit valuations are all over the board. bloomberg.com) Startups Stripe employees just sold shares at a $65 billion valuation. bonddad.blogspot.com) 2024 Q1 GDP nowcasts are trending around 2% (capitalspectator.com) How increased immigration is boosting the economy. slate.com) How did Vice Media go bust?

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Valuation Financial Advising Startup Media 241

Advisor Perspectives

FEBRUARY 1, 2024

Based on the January S&P 500 average of daily closes, the Crestmont P/E of 34.9 is 133% above its arithmetic mean, 153% above its geometric mean, and is at the 99th percentile of this 14-plus-decade series.

Valuation 69

Valuation Marketing Marketing 69

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 8, 2024 2.

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Marketing Marketing Insurance Taxes 77

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

APRIL 22, 2024

JNK India IPO Review 2024: JNK India is coming up with its IPO issue of Rs. Cr which will open on 23rd April 2024. The issue will close on 25th April and be listed on the exchange on 30th April 2024. This article will analyze the strengths and weaknesses of the JNK India Limited IPO Review 2024. Keep reading to find out!

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Manufacturing Transportation Commission Portfolio 59

Advisor Perspectives

MARCH 14, 2024

If 2023 was the year of the mega cap tech stock, 2024 may see SMIDcap stocks rise to new prominence. Valuations are such that investors may want to consider new approaches. While key names in the “Magnificent Seven” remain big players, strategies that look for SMIDcap opportunities could appeal.

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Valuation 52

Trade Brains

MARCH 29, 2024

Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. 4275 Cr Opening date 3 April 2024 Closing date 5 April 2024 Face Value Rs. Keep reading to find out!

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Government Communication Valuation Consulting 59

Cornerstone Financial Advisory

APRIL 15, 2024

4 Source: YCharts.com, April 13, 2024. The start of Q1 earnings season reinforced inflation concerns as several leading money center banks—despite many beating expectations—forecasted lower growth for the remainder of 2024 due partly to inflation and higher-than-expected rates. The Wall Street Journal, April 12, 2024 2.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 29, 2024

4 Source: YCharts.com, January 27, 2024. Source: Investors Business Daily – Econoday economic calendar; January 26, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, January 22, 2024 2. CNBC.com, January 22, 2024 3. The Wall Street Journal, January 25, 2024 4. Fed Balance Sheet.

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Marketing Marketing Economics Taxes 83

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

Cornerstone Financial Advisory

MARCH 4, 2024

2 Source: YCharts.com, March 2, 2024. Source: Investors Business Daily – Econoday economic calendar; February 27, 2024 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, February 29, 2024 2.

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Marketing Marketing Economics Taxes 72

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. moretothat.com) You will make mistakes in 2024. (awealthofcommonsense.com) FTX bankruptcy claims are changing hands around 70 cents on the dollar.

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Financial Advising Valuation Media Economy 201

Cornerstone Financial Advisory

APRIL 1, 2024

All three of the major averages posted gains for Q1 2024. 4 Source: YCharts.com, March 30, 2024. Source: Investors Business Daily – Econoday economic calendar; March 27, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 28, 2024 2. CNBC.com, March 25, 2024 3.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. The Wall Street Journal, January 5, 2024 2.

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Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, January 29, 2024 2. EIA Petroleum Report.

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Marketing Marketing Taxes Economics 79

Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. In this article, we present the list of top value investing courses in 2024 available for beginners in the Indian market. It helps in understanding different types of corporate valuation techniques.

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Investing Investments Valuation Marketing 59

Advisor Perspectives

JANUARY 11, 2024

Mr. Valuation, discusses the potential for real estate investment trusts (REITs) in 2024. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. He analyzes the performance of various REITs, focusing on dividend yields, operating cash flow, and FFO growth.

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Valuation Investing Investments 52

Trade Brains

NOVEMBER 18, 2023

Best Fundamental Analysis Courses in 2024 : Investing in the stock market requires a deep understanding of the fundamentals of a stock. This module aims to provide a basic understanding of fundamental analysis and various valuation techniques used. The in-depth explanation, helps learners build a qualitative and quantitative portfolio.

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Marketing Marketing Valuation Certification 64

Validea

DECEMBER 7, 2023

In a briefing to various media outlets, BlackRock predicts that active investing strategies will dominate in 2024, with quality companies doing particularly well, according to an article in Barron’s. Price is also important; there’s a broad spectrum of valuations in the current market, and investors need to be aware of what they’re paying.

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Valuation Portfolio Media Investing 52

Advisor Perspectives

JANUARY 25, 2024

Equity valuations are stretched, particularly in big tech. and international stocks that trade at reasonable valuations and stand to benefit from important technology and secular trends. According to my guest today, the lagging effects of central bank tightening will lead to a further deceleration in growth, a mild U.S.

Marketing 59

Marketing Marketing Valuation Government 59

Advisor Perspectives

APRIL 11, 2024

Not even an uptick in inflation or lofty stock valuations could keep the bulls at bay. Here are some of the popular ETFs in the first quarter.

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Valuation 52

Abnormal Returns

JANUARY 10, 2024

entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' newsletter.abnormalreturns.com) Mixed media How to read more books in 2024 by swapping doomscrolling for reading. (awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023.

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