The Big Picture

DECEMBER 1, 2022

I have been fairly vocal that inflation has peaked , the Fed has already overtightened, and they run the risk of doing too much economic damage fighting a demon that has already been exorcised. central bank! (20 Maybe this economic slowing results in a mild shallow recession, maybe not. 20 % chance ). 50% chance ).

Economy 293

Economy Economics Valuation Marketing 293

Steve Sanduski

JUNE 3, 2025

Guest: David DeVoe , Founder and CEO of DeVoe & Company , a leading consulting and investment banking firm serving the RIA industry. In a nutshell: RIA valuations are high. It wasn’t just psychological complacency, it was economic complacency. Private equity is everywhere. Industry consolidation is accelerating.

Valuation 52

Valuation Consulting Compliance Financial Advisor 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 193

Marketing Marketing Valuation Media 193

Abnormal Returns

NOVEMBER 6, 2022

Also on the site Spending does more than change your bank balance. aswathdamodaran.blogspot.com) Small cap valuations look attractive. wsj.com) Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people. collabfund.com) Travel while you can.

Medical 157

Medical Valuation Banking Financial Market 157

Trade Brains

JUNE 10, 2025

When the Reserve Bank of India announced a 100 basis point cut in the Cash Reserve Ratio (CRR) alongside a 50 basis point reduction in the repo rate , the immediate narrative that dominated headlines was simple: liquidity infusion. The Real Economic Undercurrent A CRR cut is not just a technical move.

Banking 59

Banking Taxes Economics Valuation 59

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.' realreturns.blog) Lessons learned from markets in 2023 including 'Years like 2023 are why investors should not put much weight into market or economic predictions.'

Financial Advising 167

Financial Advising Valuation Banking Media 167

Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy.

Investments 78

Investments Investing Valuation Advertising 78

Trade Brains

JUNE 6, 2025

Since February this year, the Reserve Bank of India (RBI) has reduced the repo rate by a total of 100 basis points. percent, signaling a clear shift toward monetary easing to support economic growth. percent, signaling a clear shift toward monetary easing to support economic growth. percent to 5.50 percent to 5.50 percent to 5.5

Banking 52

Banking Financial Services Economics Investments 52

Calculated Risk

NOVEMBER 26, 2024

A couple of participants observed that the banking system was sound but that there continued to be potential risks associated with unrealized losses on bank assets. A couple of participants noted concerns about asset valuation pressures in other markets. emphasis added

Banking 124

Banking Economy Commission Economics 124

Validea

MAY 21, 2025

The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. Financial health is essential, with a focus on companies showing good debt management through their debt-to-equity ratios, helping identify businesses better equipped to handle economic downturns.

Insurance 52

Insurance Debt Management Banking Valuation 52

Mish Talk

NOVEMBER 9, 2022

Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance. Up until a year ago, Bitcoin's entire life was in a declining interest rate, massive central bank liquidity push environment. Today's chart will follow. FTX chart courtesy of CoinDesk. Price points added by Mish. That environment has changed.

Valuation 306

Valuation Marketing Marketing Banking 306

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. Economic data remains largely benign, with the Atlanta Fed’s GDPNow model forecasting growth of 2.5%

Marketing 105

Marketing Marketing Valuation Economics 105

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. This brought the total sales to around 42,000 crores since September 27th, when a key policy decision was announced by the People’s Bank of China. On the other hand, low P/E ratios might signal undervaluation or economic challenges.

Valuation 52

Valuation Marketing Marketing Government 52

Validea

MAY 15, 2025

Using Valideas guru models and fundamental factor data, we compare these titans of fintech across valuation, quality, growth, and momentum. Business Models: More Similar Than Different Both Visa and Mastercard operate global payment networks that authorize, clear, and settle transactions for banks, merchants, and consumers.

Numbers 52

Numbers Valuation Assets Banking 52

Discipline Funds

DECEMBER 17, 2024

My greatest contribution to the field of economics is my General Theory of Assflation. This chart is wonderful as it breaks down the assets by valuation in a more granular manner. 3) But Valuations Don’t Cause Assflation! Now, I have to admit that I hate using valuations to think about stocks 1 year out.

Valuation 52

Valuation Assets Government Banking 52

Abnormal Returns

JUNE 11, 2023

wsj.com) How a seed investor approaches valuation discussions. newyorker.com) Who benefits from the existence of the Federal Home Loan Bank system? axios.com) The economic schedule for the coming week. (om.co) Twitter really hates paying its bills. hunterwalk.com) Focus matters for VCs. nytimes.com) Economists love immigration.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

The Big Picture

JANUARY 9, 2023

. • Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). Your stuff is actually worse now : How the cult of consumerism ushered in an era of badly made products. ( What Can We Learn from Barnes & Noble’s Surprising Turnaround?

Economy 170

Economy Valuation Education Retail 170

Dear Mr. Market

MARCH 17, 2023

Dear Mr. Market: SVB (Silicon Valley Bank) logo is seen through broken glass in this illustration taken March 10, 2023. Wash, rinse, repeat… Does that little preamble mean banking stocks now will be the oil stocks from just three years ago?

Banking 59

Banking Assets Government Marketing 59

Nationwide Financial

FEBRUARY 15, 2023

The year began with a reversal in investors’ mood, from widespread pessimism about a pending recession at the end of 2022 to optimism for a soft landing for the economy, predicated on better-than-expected economic data. Rates might rise and stay higher for longer, challenging the current lofty valuations for equities.

Valuation 104

Valuation Economy Economics Marketing 104

Discipline Funds

MARCH 10, 2023

What I mean by that is that we’re currently navigating the economic bust portion of the cycle where inflation is a falling risk and credit deflation risk arises, in large part, because the Fed has reacted so quickly to bring inflation in. The Silicon Valley Bank crisis is interesting because people are looking at banking as the tsunami.

Risk Management 145

Risk Management Banking Economy Valuation 145

Cornerstone Financial Advisory

DECEMBER 16, 2024

8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. Last weeks riddle: I have a bank, yet no cash. Retail Sales. Industrial Production.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. These upcoming IPOs aren’t just about raising money.

Banking 111

Banking Financial Services Insurance Assets 111

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. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. ABA Banking Journal, October 25, 2024 7. Consumer Confidence.

Marketing 52

Marketing Marketing Taxes Economics 52

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

The Big Picture

AUGUST 16, 2022

So just practically speaking, there’s going to be less to do if you’re trading German interest rates, and the central banks not moving them for 10 years. We’ve got central banks all over the world starting to move. And I think the problem that inflation causes for central banks are not going away so quickly.

Management 302

Management Assets Risk Management Marketing 302

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Validea

OCTOBER 19, 2022

But all that changed this year and the 60/40 is now in its largest max drawdown over the last 100 years according to a research note (see the chart below) from Bank of America. 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.

Investing 128

Investing Investments Valuation Portfolio 128

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. But for long-term prosperity in the U.S.

Economics 52

Economics Government Banking Economy 52

The Big Picture

APRIL 29, 2025

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. We learned everything, you know, across from accounting to auditing to, to tax and valuation. It seemed like the perfect match of asset and liabilities until real estate valuations bottomed out.

Management 130

Management Assets Portfolio Insurance 130

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. The banking sector is better capitalized, we do not see a “Lehman moment” lurking, and homeowners are generally not under water with loan-to-value metrics. Regional differences are profound. Conclusion.

Marketing 98

Marketing Marketing Sales Economy 98

Trade Brains

APRIL 23, 2023

Lately, it has also forayed into financial services setting up Airtel Payments Bank and offering credit cards. Best Large Cap Stocks Under Rs 1000 #4 – Axis Bank Ltd. GNPA 2.38% NNPA 0.47% Axis Bank was founded 30 years ago in December of 1993 as UTI Bank. promoter stake in Axis Bank through LIC of India.

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Discipline Funds

AUGUST 4, 2023

This has been one of the more fascinating years in economic and market history. The regional bank index is still down -16% year to date and -29% from the highs. Regional banks are up 35% since the banking panic in May. The environment is so strange that there’s a narrative for pretty much everyone. The Dow is up 7%.

Financial Planner 98

Financial Planner Banking Taxes Economics 98

Cornerstone Financial Advisory

DECEMBER 9, 2024

9 This Week: Key Economic Data Tuesday: Productivity and Costs. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S. The Feds scheduled two-day meeting ends on December 18. Wednesday: Consumer Price Index (CPI). 10-Year Treasury Note Auction.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

Valuation 64

Valuation Numbers Economics Investments 64

Cornerstone Financial Advisory

OCTOBER 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Economic Growth Exceeds Expectations. This Week: Key Economic Data. The Nasdaq Composite index added 2.24% for the week.

Marketing 105

Marketing Marketing Economics Taxes 105

James Hendries

AUGUST 3, 2022

However, the central bank could begin cutting again in the back half of 2023 if the economy shows significant weakness. The official arbiter of business cycle dating is the National Bureau of Economic Research (NBER). The economic growth outlook has weakened. if the labor market remains stable. Of course, the U.S.

Marketing 98

Marketing Marketing Economy Valuation 98

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. Tuesday: Factory Orders.

Marketing 101

Marketing Marketing Economics Taxes 101