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. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e.,

Economics 246

Economics Marketing Marketing Economy 246

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Lets break it down ( click here to see the full bracket).

Investing 78

Investing Investments Valuation Advertising 78

Abnormal Returns

SEPTEMBER 1, 2024

wsj.com) Good luck trying to time the stock market using valuation metrics. axios.com) Why Apple ($AAPL) would 'invest' in OpenAI. econbrowser.com) The economic data through July were largely positive. apolloacademy.com) The economic schedule for the coming week. Don't let anyone tell you otherwise.

Financial Advising 289

Financial Advising Valuation Economy Economics 289

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.

Valuation 246

Valuation Economics Portfolio Investments 246

Nationwide Financial

AUGUST 7, 2024

Key takeaways: Economic activity was downshifted by mid-year, with elevated interest rates and inflation fatigue weighing on consumer and business spending behavior. The less frothy economic data provide more reason for the Federal Reserve to start lowering interest rates in the second half of 2024. above its 10-year average of 17.9x.

Economics 52

Economics Economy Valuation Retail 52

Abnormal Returns

MAY 19, 2023

Economics Margaret Hoover talks with Felix Salmon author of "The Phoenix Economy: Work, Life, and Money in the New Not Normal." conversationswithtyler.com) Cardiff Garcia talks about the economics of innovation with Heidi Williams and Caleb Watney. Aswath Damodaran about stock valuations, market efficiency, and the rise of AI.

Economics 130

Economics Valuation Economy Investing 130

Validea

NOVEMBER 9, 2024

Martin Zweig may have owned one of the most expensive penthouses in Manhattan, but his path to wealth was paved with disciplined, methodical investing rather than risky speculation. By high school, he had already set his sights on becoming a millionaire through stock investing.

Investing 52

Investing Investments Sales Valuation 52

Advisor Perspectives

MAY 19, 2025

As markets rebound from a brief but sharp correction, Journey’s investment team reflects on the impact of tariffs, global diversification, and the evolving role of alternatives in investor portfolios.

Risk Tolerance 49

Risk Tolerance Valuation Economics Portfolio 49

Validea

NOVEMBER 9, 2024

Yet despite the initial development period, their systematic approach was fundamentally sound and eventually led to one of the most successful track records in investment history, with the Medallion Fund averaging over 60% returns annually for several decades. So what constitutes a sound investment process?

Investing 52

Investing Investments Media Portfolio Management 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 243

Financial Advising Valuation Media Economy 243

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 245

Financial Advising Valuation Retail Media 245

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 238

Financial Advising Economy Valuation Consulting 238

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. But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. 50% chance ).

Economy 293

Economy Economics Valuation Marketing 293

Nerd's Eye View

MAY 10, 2024

Read More.

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Validea

APRIL 14, 2025

Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. Drawing on decades of experience, Bernstein offers practical wisdom for navigating today’s uncertain investment landscape.

Investments 52

Investments Investing Valuation Economics 52

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

Validea

MAY 23, 2025

Dividend investing has long been favored by those seeking steady income, especially in uncertain markets. At the top of the dividend investing hierarchy are the Dividend Kings — elite companies that have increased their dividends for 50 consecutive years or more. FRT FEDERAL REALTY INVESTMENT TRUST 93.66

Investing 52

Investing Investments Taxes Distribution 52

Nerd's Eye View

OCTOBER 28, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has proposed a rule that would require RIAs to conduct enhanced due diligence and recordkeeping when using certain outsourced investment management services and other third-party service providers.

Financial Planner 246

Financial Planner Clients Valuation Numbers 246

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.

Investing 159

Investing Investments Portfolio Valuation 159

The Big Picture

APRIL 24, 2023

Third, it is an approach that generally lacks the sort of process essential to good investing. They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. Note we have not even referencing the valuation debate.

Economics 297

Economics Marketing Marketing Portfolio 297

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

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 Banking Financial Market 157

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].

Investing 128

Investing Investments Valuation Portfolio 128

The Big Picture

JUNE 28, 2024

She leads the company’s 35-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation and investment committees. Before co-founding Legalist at 20, Eva studied economics at Harvard College.

Engineering 179

Engineering Valuation Government Accounting 179

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

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 ) —.

Investing 119

Investing Investments CFP Economics 119

Validea

FEBRUARY 22, 2025

Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes. In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024.

Valuation 52

Valuation Economics Portfolio Investing 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

Nerd's Eye View

JUNE 27, 2023

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Financial Advisor 211

Financial Advisor Clients Valuation Communication 211

Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

JUNE 6, 2025

percent, signaling a clear shift toward monetary easing to support economic growth. Improved financing also supports economic activity and encourages manufacturers to invest in new models and expand capacity. Investing in equities poses a risk of financial losses. percent to 5.50 percent to 5.5

Banking 52

Banking Financial Services Economics Investing 52

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.

Investing 96

Investing Investments Marketing Marketing 96

Validea

MAY 1, 2025

Warren Buffett’s investment philosophy, cultivated over decades of exceptional market performance, centers on a simple yet powerful principle: “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Start investing like the Oracle of Omaha today!

Valuation 52

Valuation Economics Management Investing 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 52

Marketing Marketing Taxes Economics 52

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. The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

MARCH 9, 2025

Validea’s comprehensive analytical framework evaluates stocks through 22 distinct investment strategies pioneered by history’s most successful investors. Discover how Valideas models can help you identify high-quality, long-term investments, even in changing market conditions. Take a Free Trial Today!

Marketing 52

Marketing Marketing Valuation Economics 52

Validea

NOVEMBER 29, 2024

In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic outlook.

Marketing 52

Marketing Marketing Valuation Economy 52