Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. marketwatch.com) What's driving economic pessimism? ofdollarsanddata.com) Why compounding is still unheralded. wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? (nytimes.com) AI requires a lot of semiconductors. ft.com) Why where investors mark the portfolios can be all over the place. pragcap.com) Fidelity is hiring!

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

The Big Picture

JULY 24, 2023

My back-to-work morning train WFH reads: • The Problem with Valuation. I have an issue with valuation models in general. Because basically all the valuation metrics tell the same story—U.S. An aging population that values its free time set the stage for economic stagnation. But its success is hard to replicate. (

Valuation 130

Valuation Economics Assets Clients 130

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

Investing 96

Investing Investments Marketing Marketing 96

Validea

MAY 5, 2023

With valuations still high, the threat of a recession still looms over the economy, ushering in a prolonged period of low returns across the market, from stocks and real estate to corporate profits, as well as elevated inflation and unemployment rates. He also pointed to gold, which many have added to their portfolios as a stable asset.

Economics 52

Economics Government Economy Banking 52

The Big Picture

AUGUST 1, 2023

Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Investors hold asset classes, to benefit from long-term value creation and compounding.

Economics 246

Economics Valuation Marketing Marketing 246

Nerd's Eye View

JUNE 27, 2023

Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. My guest on today's podcast is Eric Roberge.

Financial Advisor 142

Financial Advisor Valuation Clients Communication 142

Nationwide Financial

APRIL 3, 2023

This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations. Consumer spending was up 0.2%

Marketing 105

Marketing Marketing Valuation Economics 105

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. The recent rally in the market has made the valuations more expensive compared to historical standards. Valuations across all sectors do not offer any margin of safety.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

The Big Picture

JUNE 29, 2023

My morning train WFH reads: • Gold Is No Longer a Good Hedge Against Bad Times : The precious metal has become just another cyclical asset, no longer a useful harbinger of social and economic collapse. Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! Slate ) • St.

Recruitment 130

Recruitment Transportation Valuation Consulting 130

Truemind Capital

JANUARY 24, 2024

Many investors of today do not have much idea about how persistently high inflation can be ruinous to the economic health and their own wealth. On the other hand, letting inflation run amok by keeping loose monetary policy is disastrous to economic and political stability. The average Global inflation is multi-decades high.

Portfolio 52

Portfolio Valuation Engineering Economics 52

The Big Picture

JULY 20, 2023

The popular investment may suffer from an economic dip and other changes in the financial scene, critics warn. The firm’s focus is on major investment themes, and its clients include many of the world’s largest hedge funds and alternative asset managers. PIMCO ) • What Could Derail Private Credit’s Momentum?

Valuation 100

Valuation Assets Management Investing 100

Nationwide Financial

MAY 10, 2023

Are the Russell 2000’s weak returns a sign of slowing economic growth, or is the recent underperformance of small caps reflecting investor sentiment about current market opportunities? The valuation gap between small and large caps is just as notable as the gap in year-to-date performance.

Risk Tolerance 52

Risk Tolerance Valuation Economics Accounting 52

The Big Picture

JULY 21, 2023

History shows that we don’t have to be satisfied with the economic and intellectual limits of the age in which we live ( Discourse ) • The Best Way to Save American Lives on the Road : France, unlike America, but like almost every other rich country on earth, has worked out how to make its roads safer. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

Mish Talk

NOVEMBER 8, 2022

Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance. FTX founder Bankman-Fried said his first priority was to protect customer assets. It was all over in a matter of about 4 hours, rally to bottom. FTX was valued at $32 billion in a funding round in January. The answer is no. I have questions.

Valuation 247

Valuation Assets Marketing Marketing 247

Cornerstone Financial Advisory

MARCH 18, 2024

5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. The IRS defines a capital asset as “most property you own for personal use or own as an investment.” Existing Home Sales.

Marketing 87

Marketing Marketing Taxes Economics 87

Nerd's Eye View

OCTOBER 4, 2023

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.

Valuation 204

Valuation Economics Economy Marketing 204

Truemind Capital

JANUARY 16, 2024

Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. For example, a stock rising by 100% in a year, if had a weightage of 1% in the overall assets, adds only 1% more return to the portfolio.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Discipline Funds

SEPTEMBER 22, 2023

Consider your time horizons and personal asset-liability mismatch. What overbalancing does is keep your fully invested, but fully invested in a lower volatility portfolio at certain times where you’re especially uncomfortable with valuations or the broader economic outlook ( we would argue this is certainly one of those times ).

Portfolio 123

Portfolio Assets Insurance Investing 123

Validea

AUGUST 31, 2023

We also dig into the characteristics that define great long-term brands, the current economic situation in Europe, how the European growth universe differs from the US one and a lot more.

Investing 52

Investing Investments Portfolio Management Valuation 52

Validea

OCTOBER 19, 2022

But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. Source: [link]. Tool: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Brown Advisory

NOVEMBER 1, 2023

We work with families every day, developing strategies to help them reduce their estate tax burden and position themselves to transfer their assets to heirs or beneficiaries efficiently. Transfers of low-basis assets in the form of lifetime gifts may still be advisable in some cases. But don’t look a gift strategy in the mouth!

Accounting 52

Accounting Taxes Assets Clients 52

Truemind Capital

FEBRUARY 16, 2024

It’s an efficient way of blocking shady operators/hawala money from getting into the system and being used for activities that can threaten the economic, social, and financial stability of the country. KYC is essentially required to ensure legitimate money gets into the system. That’s where things start getting complicated.

Compliance 59

Compliance Valuation Financial Services Economics 59

The Big Picture

FEBRUARY 6, 2024

So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets. Then what enables that you have to have some asset ability capability that competitors can’t equally duplicate. I do keep a strong balance sheet.

Valuation 130

Valuation Investing Investments Assets 130

Validea

MARCH 30, 2024

Cyclicals – Companies whose business follows the economic cycle 5. Asset Plays – Firms with valuable hidden assets not reflected in the stock price Lynch applied different criteria for each category, with the most focus on fast growers, stalwarts and slow growers. Smaller ones get more leeway on valuation.

Investing 52

Investing Investments Insurance Assets 52

Cornerstone Financial Advisory

JUNE 19, 2023

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. Index of Leading Economic Indicators.

Marketing 59

Marketing Marketing Economics Taxes 59

Trade Brains

MAY 2, 2023

These Peter Lynch Categories of Stocks were named Slow growers, Stalwarts, Fast growers, Cyclical, Asset plays, and Turnarounds. These stocks generally give a decent dividend (about 2-4%) and are a good asset during the recession as it’s very unlikely for their stock to crash too hard. For example, the State bank of India.

Assets 98

Assets Portfolio Banking Management 98

Trade Brains

FEBRUARY 26, 2024

The program will aim to bridge infrastructure gaps through the development of economic corridors, inter corridors, and feeder routes. The performance of the IRB InvIT has been quite disappointing with the InvIT having lost more than 32% of its value from its listing price & trades at a 30% discount over its Net Assets Value.

Government 59

Government Assets Compliance Transportation 59

Validea

FEBRUARY 10, 2023

Shifting out of equities and into bonds may be the direction investors want to go, since equity valuations are still expensive, contends Ian Harnett, a chief investment strategist at Absolute Strategy Research. and at Japan, where the yen’s low valuation and the reopening of the economy could prove a winning investment.

Investing 59

Investing Investments Valuation Wealth Advisor 59

Discipline Funds

AUGUST 4, 2023

This has been one of the more fascinating years in economic and market history. Our All Duration approach is specifically designed to help people match liabilities with specific assets across very specific time horizons so as help people get away from this sort of binary thinking. PMI has been contracting all year.

Financial Planner 83

Financial Planner Banking Taxes Economics 83

Nationwide Financial

NOVEMBER 28, 2022

For the year, the Russell 1000 Value Index is down just 6%, while the Russell 1000 Growth Index is down 25%, though the valuation for the value index remains at a substantial discount to growth (14x vs. 23x). Nearly two-thirds see investors as too bullish on asset prices.

Marketing 52

Marketing Marketing Retail Valuation 52

Discipline Funds

MARCH 7, 2023

1 It’s interesting in the context of economic growth as we tend to think of economic growth across “cycles” or repeating ups and downs. But one of the great lessons I’ve learned over the course of my career studying financial markets and economics is that these things almost always take longer than we expect.

Economics 74

Economics Government Economy Assets 74

James Hendries

NOVEMBER 3, 2022

The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead. Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Mish Talk

NOVEMBER 9, 2022

Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance. FTX Token is classified as a Currency under CoinDesks Digital Asset Classification Standard (DACS). Today's chart will follow. FTX chart courtesy of CoinDesk. Price points added by Mish. FTX was valued at $32 billion in a funding round in January.

Valuation 306

Valuation Marketing Marketing Banking 306

Truemind Capital

JUNE 30, 2022

The quantum of money printing jumped massively after Corona-led economic shutdowns. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. US Fed increased its balance sheet size from ~$4-4.5 trillion to ~$8-8.5 trillion in a span of just 2 years.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52