Nerd's Eye View

JULY 5, 2023

stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., However, despite recent market trends, there is a legitimate case to be made for international diversification – starting with the basic tenet of investing that past performance does not promise future returns.

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Valuation Economics Portfolio Investing 230

Validea

NOVEMBER 2, 2022

I have always been a big believer in value investing. And the fact that academic research supports value has given me all the reason I need to take that personal belief and translate into my investing approach. 5] The Economic Cycle is Getting Smoother – Current Verdict: TBD. By Jack Forehand, CFA, CFP® ( @practicalquant ) —.

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Investing Investments CFP Economics 119

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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Investing Investments Insurance Assets 52

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.

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Investing Investments Valuation Wealth Advisor 59

Validea

OCTOBER 19, 2022

While Mr. Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. The post Four Hard Investing Lessons From 2022 With Silver Linings appeared first on Validea's Guru Investor Blog. Source: [link].

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Investing Investments Valuation Portfolio 128

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.

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Investing Investments Portfolio Management Valuation 52

Validea

JULY 18, 2023

While growth stocks have led the market over the last decade and a half, there’s never been one particular investing style that is a permanent, surefire approach—which is why many analysts and investors believe that value investing is due for a comeback, contends an article in Fidelity. a reversal from growth to value, Friedman adds.

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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.' morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.' novelinvestor.com) Bitcoin Why the spot Bitcoin ETF doesn't really matter.

Financial Advising 167

Financial Advising Valuation Banking Media 167

WiserAdvisor

FEBRUARY 14, 2024

You can also consider unique investment ideas that align with your interests and goals. They can also help you include some uncommon types of investments that can contribute to your overall financial growth. Investing in collectible sneakers might seem unusual at first glance.

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Investing Investments Retail Banking 59

The Big Picture

APRIL 7, 2023

American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world. Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A.

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Valuation Advertising Economy Food 286

Validea

JANUARY 13, 2023

Investing may have seemed easy last year, with its clear-cut views of where to put money, but that ease has disappeared for both bulls and bears, contends an article in The Wall Street Journal. Many of the simple signals such as overvalued stocks and downward trends in both stocks and bonds, have evaporated, making investing hard again.

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Investing Investments Valuation Economy 59

Abnormal Returns

OCTOBER 31, 2022

(allstarcharts.com) And valuations are still attractive. awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." wsj.com) Poland is planning to build nuclear power plants.

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Financial Advising Media Valuation Retail 225

The Big Picture

APRIL 11, 2023

Wall Street Journal ) see also Take ‘Potential Winners’ With a Grain of Salt : Investment fads are nothing new, as the Salton Sea’s mid-century boom-turned-bust shows—a timeless lesson. His textbook “ Investment Valuation ” is the standard in the field. class nine times.

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Valuation Consulting Investing Investments 246

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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Valuation Business Planning Planning Consulting 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. A well-known sports psychologist 1 calls this controlling your “inner chimp” and this is what investment process is for.

Investing 52

Investing Investments Valuation Engineering 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020. One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. A well-known sports psychologist 1 calls this controlling your “inner chimp” and this is what investment process is for. Mon, 02/01/2021 - 08:25. Just want the PDF?

Investing 52

Investing Investments Valuation Engineering 52

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. For us, the factors are basically a wash over a long horizon.

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Investing Investments Portfolio Accounting 52

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

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Economics Taxes Investment Advisor Investing 59

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

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Investing Investments Valuation Clients 52

Abnormal Returns

NOVEMBER 6, 2022

aswathdamodaran.blogspot.com) Small cap valuations look attractive. humbledollar.com) Jason Zweig, "Self-control is a key to investing success, but so is fending off self-delusion." wsj.com) Three things that are dampening economic pain, including remote work. abnormalreturns.com) Top clicks this week A primer on free cash flow.

Medical 157

Medical Valuation Economics Banking 157

Validea

AUGUST 31, 2022

Verdad, a value oriented and global asset manager, recently published a piece highlighting the valuation gap that exists between small caps and large cap stocks, as represented by the S&P 500. In summary: Small caps trade at one of the widest valuation gaps vs. large caps in the last five decades. Five Systematic Value Models.

Investing 59

Investing Investments Valuation Assets 59

Brown Advisory

FEBRUARY 21, 2022

Global Equity Investing: Focusing on Global Leaders. The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. A differentiated approach to valuation. . Mon, 02/21/2022 - 08:13.

Investing 52

Investing Investments Portfolio Management Valuation 52

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. econbrowser.com) The economic schedule for the coming week. (awealthofcommonsense.com) Crypto Bitcoin had a good week. and India closer.

Financial Advising 209

Financial Advising Valuation Retail Media 209

The Irrelevant Investor

JUNE 30, 2020

Josh and I spoke about Is there a such thing as learning too much from economic history? The stock market is close to all-time highs, valuations are too, and the economy is in horrible shape. Why would anyone invest right now? link] The post Why Would Anyone Invest Right now? On this edition of What Are Your Thoughts?

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Investing Investments Valuation Economy 52

Brown Advisory

OCTOBER 31, 2022

Escalating Uncertainty is Laying Bare the Dangers of Passive Equity Investing mhannan Mon, 10/31/2022 - 12:48 With history's longest bull market now in the rearview, passive investors are left highly exposed to an over-concentrated stock market that is on a collision course with a highly complex backdrop. For example, the U.S.’s

Investing 52

Investing Investments Valuation Accounting 52

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. awealthofcommonsense.com) Base effects matter when analyzing economic data. blog.validea.com) There's only one way to make money on gloom-and-doom forecasts.

Financial Advising 181

Financial Advising Economy Valuation Consulting 181

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. Honestly, a big part of investing is just committing to a thoughtful process. What is Space? What is Time?

Investing 52

Investing Investments Valuation Economics 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. Some years ago, we expanded our framework into sovereign bonds, a relatively less developed area in sustainable fixed income.

Government 52

Government Investing Investments Economics 52

Abnormal Returns

DECEMBER 28, 2022

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' tomtunguz.com) Instacart continues to slash its valuation. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession. safalniveshak.com) 11 ideas that stuck from 2022 including the 'power of quitting.'

Financial Advising 198

Financial Advising Valuation Media Economy 198

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

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 86

Marketing Marketing Economics Taxes 86

ClearMoney

DECEMBER 14, 2021

Systematic, or factor-based, investing has become quite common in equities. The many parallels between Dimensional’s equity and fixed income approaches provide an opportunity to demystify systematic bond investing through the familiar lens of our approach in equities. The following is provided by Dimensional Fund Advisors.

Investing 52

Investing Investments Commission Distribution 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. Understand your investment horizon, be it minutes or decades.

Economics 246

Economics Valuation Marketing Marketing 246

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. We’ve consistently reminded clients to keep enough cash and equivalents on hand so they won’t be forced to liquidate investments at inopportune times, should the markets pull back.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence. We’ve consistently reminded clients to keep enough cash and equivalents on hand so they won’t be forced to liquidate investments at inopportune times, should the markets pull back. could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s.

Investing 52

Investing Investments Assets Economics 52

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. What made you add economics to your, to your graduate degree?

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Investing Investments Clients Management 130

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. One of our favorite indicators at Carson Investment Research is the December Low Indicator, which is fairly straightforward. Following the huge 11.2% on average.

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Marketing Marketing Valuation Economy 96