2025 Financial Market Valuation 
Truemind Capital
JULY 18, 2025
Equity Market Insights: Equity markets remain in a positive bias unless some disaster occurs that could break the upside momentum. Policymakers are quick to course correct when markets throw tantrums. between October 2024 and March 2025. The recent Apr–Jun 2025 quarter brought a welcome summer rally for investors.
The Big Picture
FEBRUARY 4, 2025
And I found it just that the environment, everything that I experienced that went through there and still have many good friends at the university and of course in Copenhagen that I still talk to, to this day about economics and what’s going on in financial markets Barry Ritholtz : And make me a little jealous.
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Truemind Capital
APRIL 18, 2025
Equity Market Insights: And It All Falls Down… Over the past few quarters, weve consistently shared our view that a valuation reset was overdue in India, particularly in the mid and small-cap segments. As anticipated, mid and small-caps corrected more sharply due to frothy valuations.
Discipline Funds
JUNE 20, 2025
But if you’d slept thru it all and looked at stock prices you might think that nothing actually happened as markets have largely shrugged this off. The way I would describe most of this is that the financial markets and the economy are primarily dictated by huge secular trends. 3) Will “Nothing Happen in the Future?”
The Big Picture
FEBRUARY 17, 2025
’cause these are companies and in some cases countries that were never really fully integrated into the global financial system. And so as the global financial markets were in a tailspin, they were actually very resilient. That is not being reflected in valuations from a top down standpoint. Makes sense.
Walkner Condon Financial Advisors
JANUARY 14, 2025
Syl Michelin, Expat Financial Advisor at Walkner Condon, evaluates AI's impact on financial market performance. He highlights its influence on momentum investing and the concerns it generates over valuations and productivity in a complex economic landscape.
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. In the meantime, the overnight rate at 5% puts a lot of pressure on credit markets and this increases the probability of an outlier credit event.
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