Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The runup in any asset class creates a delusion that the rally will be permanent. Read below to know HOW. The same story repeats EVERYTIME.

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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.

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Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. The bottom line: A big first quarter could indicate the bull market is alive and well.

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Abnormal Returns

JANUARY 14, 2024

thefp.com) Stock markets around the world are at or near their highs. downtownjoshbrown.com) Good luck trying to pick the best performing asset class on a year-by-year basis. awealthofcommonsense.com) 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' wsj.com)

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Nerd's Eye View

JANUARY 3, 2024

economy) contracted for the 12th consecutive month, the services sector (constituting about 78% of GDP) expanded for the 11th consecutive month, serving as a primary driver behind continued wage inflation as well as tightness in the labor market. The labor market, while still remarkably resilient, has also started to show signs of stress.

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Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Many investors decide their investments based on themes which have already gained a lot of popularity. Falling interest rates make money cheaper and thus fuel equity market returns. European indices also saw decent returns.

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Darrow Wealth Management

MAY 29, 2024

presidential election nears, investors may be wondering what the implications are for their investments. How will the stock market react if the incumbent (President Biden) wins? What will markets do if the current Democratic administration is replaced by a Republican one? The markets hate uncertainty more than bad news.

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Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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The Big Picture

MAY 4, 2023

Institutional Investor ) • The real reason Mexico suddenly dominates global beer exports : Today, Mexico ships out more than twice as much beer as any other country and single-handedly accounts for 30 percent of the world’s entire export-beer market, according to Geneva-based trade statistics provider Trade Data Monitor.

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Dear Mr. Market

MARCH 17, 2024

Dear Mr. Market : If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you! My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other.

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MarketWatch

APRIL 12, 2023

GS on Wednesday drew an upgrade to buy from hold at UBS on the stock’s attractive valuation and lower risk profile than its peers. Goldman Sachs has an opportunity to accelerate its asset management business through “attractively-priced mergers and acquisitions,” Hawken said. Shares of Goldman Sachs rose 0.8%.

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Abnormal Returns

JULY 25, 2023

sparklinecapital.com) Why asset managers need their own AI sandboxes. priceactionlab.com) Why managed futures investing isn't more popular. papers.ssrn.com) Research It makes total sense that equity market valuations are higher today than in the past. papers.ssrn.com) A round-up of research about forecasting markets.

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Abnormal Returns

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. ft.com) Nvidia ($NVDA) has added some $500 billion market cap in just six weeks or so. behaviouralinvestment.com) How to pick a proper investment benchmark. behaviouralinvestment.com) How to pick a proper investment benchmark.

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Financial Advising Valuation Manufacturing Media 218

Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations. book/market ratio, high and stable 19.8%

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Validea

APRIL 4, 2024

Benjamin Graham (1894-1976) is considered the father of value investing and one of the most influential figures in investment history. Pioneering a disciplined, “defensive” approach focused on financial strength and cheap valuations, Graham achieved an excellent long-term track record.

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Investing Investments Valuation Manufacturing 52

Carson Wealth

JUNE 16, 2023

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

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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 this market has also made it tough for the bears to get it right.

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The Big Picture

DECEMBER 17, 2022

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.

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Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. That performance pattern suggests market leadership may be broadening.

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The Big Picture

FEBRUARY 2, 2023

Businessweek ) • #EUROBOOM European stock markets have further to rally, argues GS ( FT ) • Wall Street Is Losing Out to Amateur Buyers in the Housing Slump : Big money spent a fortune snapping up homes. The Fed: Not So Fast : Traders keep bidding up stock and bond prices in hopes that the central bank will declare victory over inflation.

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Validea

OCTOBER 19, 2022

In Ben Graham’s The Intelligent Investor, he introduces Mr. Market, which is an allegory that is meant to help the reader understand the irrational, groupthink and herding mentality that can take place in the stock market. Imagine that you are partners in the ownership of a business with a crazy guy named Mr. Market.

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Dear Mr. Market

MARCH 11, 2023

Dear Mr. Market: March Madness is back! We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to enlarge and see the entire bracket for 2023.

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Truemind Capital

MARCH 12, 2024

Known Fact: Equity markets go through a cycle. At the extreme end of greed, the equity valuations are the most expensive with high downside risk and the lowest upside returns potential. During extreme fear, equity valuations are the cheapest with very limited downside risk and the highest upside returns potential.

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Truemind Capital

JANUARY 22, 2024

“IT mein deadly scope hai” “Gaon mein production badh raha hai toh rural economy mein bhi growth hoga” “Internet ki demand badh rahi hai toh internet companies ke stocks mein bhi growth hogi” Most of us have seen the wonderful ads by Smallcase advocating investing based on future growth prospects.

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Abnormal Returns

JULY 24, 2023

Podcasts Stephen Clapham talks with Beth Lilly about value investing and managing a family office. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit.

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Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

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Trade Brains

APRIL 3, 2023

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read.

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Investing Investments Valuation Education 98

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 52

Asset Allocation Assets Clients Valuation 52

MarketWatch

MARCH 8, 2023

WHP Global, an acquirer of retail brands backed by Oaktree Capital Management, on Wednesday said it reached a company valuation of $1.6 billion based on a fresh $375 million investment from Ares Management Corp. For its part, Oaktree is owned by Brookfield Asset Management Ltd. Ares Management stock is up 20.2%

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Validea

MARCH 30, 2024

As the manager of the Magellan Fund at Fidelity Investments from 1977 to 1990, Lynch averaged a 29.2% However, while using your personal insight is a good starting point, ultimately Lynch believes you need to thoroughly research a company’s fundamentals before investing. Smaller ones get more leeway on valuation.

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Ron A. Rhodes

OCTOBER 2, 2023

stock asset classes, and even more significant losses in many… September 30, 2023 After a stellar first half of 2023, the third quarter of 2023 saw losses in most U.S.

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Assets Asset Allocation Valuation Financial Advisor 88

The Big Picture

APRIL 5, 2023

Institutional Investor ) see also How Will AI Change Investing? We are less focused on the risks to REITs and more focused on where private market property valuations are going,” says Cohen & Steers’ Rich Hill. The Atlantic ) • How You Can Grab a 0% Tax Rate : The zero rate on investment income is often overlooked.

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Taxes Valuation Assets Media 281

Truemind Capital

OCTOBER 17, 2023

This is a modified version of a joke published in 1981 on the see-saw in the equity markets with high volatility in perceptions. Equity markets are at a very interesting juncture where the market participants have not been able to ascertain the future outlook of the US and world economy (with a bias for positive outcomes).

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Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. in 2022 vs. 2021.

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Startup Valuation Financial Advising Distribution 180

The Big Picture

MARCH 6, 2023

The initial public offering market is closed. Venture-capital investments are plunging, along with valuations of prepublic companies. When JPMorgan Chase analysts last year described Chinese internet companies as “uninvestable,” their report helped erase about $200 billion from US and Asian markets.

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Retirement Planning Transportation Valuation Consulting 273

Nationwide Financial

APRIL 3, 2023

Thoughts Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system, Fed policy, macro conditions, interest rates, and inflation. March saw an equity market gain for the fourth time in six months, with the S&P 500 returning 7%.

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