Truemind Capital

JULY 18, 2025

In Q1’25 US Economy contracted at a rate of 0.5% Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises. We are advising clients to avoid fresh property purchases at this stage. annual rate, the first negative reading since Q1 2022. q-o-q and 10.8%

Financial Market

Nerd's Eye View

JULY 2, 2025

In this guest post, James Liu, CEO and founder of Clearnomics, offers an analysis of nine key questions that could be relevant for upcoming client conversations, from the potential economic and market impact of tariffs to the Federal Reserve's views on interest rates and their future direction. While the U.S. So far, though, the U.S.

Clients

Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. S&P 500 : Up 1% for the week and 27.7% Nasdaq : Up 3.3%

Marketing

Investing Caffeine

DECEMBER 2, 2024

Dissecting Stock Performance & Valuations A lot of pundits are pointing to an overheated market, but on a 3-year basis, returns are looking more normalized (+8.2% Time will tell. per year) because of the -20% hit on stocks during 2022. Source: Yardeni.com As always, the future is uncertain, and risks abound for next year.

Marketing

The Big Picture

MAY 20, 2025

Tell us about the mutual funds in ETFs you run on behalf of Bridgeways clients. 00:27:25 [Speaker Changed] Sometimes I get into conversation with a prospective client and you might hear something like, you know, it sounds like you’re good guys, you know, you’re philanthropically geared and you get awards is a great place to work.

Management

The Big Picture

APRIL 8, 2025

I knew that I wanted to work with clients. And, you know, she had kind of gone to bat very controversially asking the bank to protect clients on, on some of the products that had gone bad. All the clients were getting proprietary Sanford Bernstein asset Management product. So I took the plunge, I quit.

Asset Allocation

The Big Picture

JULY 15, 2025

My biggest client turned out to be the Merrill Lynch Investment Strategy Group. Went back and got my MBA, and after a while, without sounding stupid about this, realized I was a, I knew more about this stuff than many of my clients did. But the heart of the firm was still on the private client side for any number of strategic reasons.

Numbers

The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. He was just on such a roll.

Economy

Trade Brains

JULY 7, 2025

After raising over $500M in financing and now with a valuation of over $5B, Zepto is clearly and rapidly becoming India’s fastest-growing quick commerce brand, with dark stores, AI logistics across metropolitan and Tier-2 cities. Top 10 Fastest-Growing Startups in India 1. Physics Wallah – EdTech Founded in 2020.

Startup

Truemind Capital

APRIL 11, 2025

Although, that provided stability to the financial markets and the economy, the US economy never recovered from the debt trap. Running the economy on steroids has its repercussions. When Trump became the president, I thought he would damage the US and the world economy with his crazy, dumb ideas. Focus on valuations.

Asset Allocation

The Better Letter

JANUARY 10, 2025

My favorite client, a pension manager for over 40 years, sardonically reminded me that someone buying 100-year bonds issued by the world’s leading entertainment business a century before would have purchased the debt of a player-piano company. The broader economy matters. We were Morgan Stanley’s co-manager. Often a lot.

Numbers

Investing Caffeine

AUGUST 1, 2025

Whether the deficit widens as the CBO projects, or narrows thanks to a stronger, growing economy, remains to be seen. Supporters of the bill argue that this projection underestimates the long-term stimulative effects of tax relief and strategic investments. Meanwhile, NVIDIA Corp., trillion market value.

Valuation

The Big Picture

MAY 5, 2025

Economy : American consumers are not yet seeing much evidence of the drastic changes President Trump has made on trade. Barron’s ) see also Warren Buffetts Favorite Valuation Indicator Flashes Buy Signal. Founded in June 2005 (with Yoav Roth) they manage $20B in client assets. But they are on their way.(

Food

The Big Picture

FEBRUARY 17, 2025

00:16:33 [Speaker Changed] So I’m, I’m hinting at a question that’s gonna come a little later, but my general sense is, you know, developed mature economies have fairly efficient markets, very hard to generate alpha because markets are so efficient. That is not being reflected in valuations from a top down standpoint.

Investments

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics

Abnormal Returns

SEPTEMBER 17, 2023

Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise. frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. longreads.com) Populism is bad for a country's economy. marginalrevolution.com) Economy Shouldn't there be more layoffs by now?

Financial Advising

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics

The Big Picture

DECEMBER 1, 2022

But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. Inflation is vanquished, the economy makes a soft landing, rainbows and sprinkles and unicorns! Parts of the economy suffer – notably residential real estate, new job creation, and consumer spending.

Economy

Abnormal Returns

JUNE 11, 2023

(vulture.com) The co-working business is diversifying its client base. wsj.com) How a seed investor approaches valuation discussions. nytimes.com) Economy How will the fertility crisis affect GDP growth? axios.com) How the Apple Watch saved the luxury watch industry. om.co) Twitter really hates paying its bills.

Financial Advising

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% The low interest rates that justified higher stock valuations are not so low anymore. That served our clients well. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors.

Economy

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

Management

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. economy, and the job market is leading the way. Payroll growth picked up in recent months.

Marketing

Discipline Funds

MARCH 10, 2023

As irrational exuberance took hold of the markets we saw a huge surge in the valuations of private equity firms. The fundamental cause of this collapse was the incredible boom and bust of SVB’s clients who eventually forced the firm to reduce risk to control deposit outflows. They were the result of the earthquake.

Risk Management

Advisor Perspectives

APRIL 4, 2024

The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Finally, we will address the complexities advisors face in investment management, client growth, and retention. Does the tech stock landscape mirror the boom of 1996 or the bust of 2000?

Valuation

James Hendries

AUGUST 15, 2022

economy contracted for the second straight quarter. With a strong, even if slowing, job market and resilient consumer spending, we believe not enough sectors of the economy are contracting to qualify as an official recession. Given the slowing economy, intense cost pressures, and a strong U.S. All index data from FactSet.

Clients

Brown Advisory

MARCH 9, 2023

As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios. multinationals and aggregate demand.

Asset Allocation

Brown Advisory

JANUARY 19, 2023

at year-end can largely explain the compression in valuation, especially for higher multiple equities, primarily during the first half of the year. at the beginning of the year to 16.6x by year-end. The rise in the 10-year Treasury yield from 1.5% to nearly 3.9% The S&P 500 Index represents the large-cap segment of the U.S.

Clients

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

Clients

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

Clients

Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. This approach has delivered outperforming results for our clients over the last 1.5

Financial Market

Brown Advisory

JUNE 3, 2015

In many clients’ portfolios we have eliminated our overweight position in U.S. No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth.

Valuation

Dear Mr. Market

AUGUST 8, 2024

The tech darlings that had led the charge are now facing valuation compressions, as investors start questioning whether their sky-high prices can really be justified. But, for our regular readers or seasoned clients of My Portfolio Guide, LLC , here’s where the wisdom of experience comes into play. Inflation is still at 3.2%

Marketing

James Hendries

NOVEMBER 3, 2022

Still, as we survey what are better equity valuations, long-awaited income opportunities in the bond market, and a likely less-antagonistic Fed in 2023, there may be emerging reasons to believe that the next year may be more constructive than the last. All index data from FactSet.

Clients

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. BARATTA: Yeah. In the long run. RITHOLTZ: Right.

Assets

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. 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

Brown Advisory

JULY 24, 2018

But beyond the economic cycle’s age, several factors suggest that a more defensive mindset is worth considering: Valuations are elevated. Robust Q1 2018 earnings growth improved the valuation picture for U.S. It is worth noting that valuations are more reasonable in developed international and emerging markets; however, U.S.

Valuation