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 170

Financial Advising Valuation Banking Media 170

Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

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Investing Investments Valuation Marketing 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

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 214

Dear Mr. Market

MARCH 17, 2024

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. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

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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

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

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

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 159

Medical Valuation Economics Banking 159

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 .

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Estate Planning Economics Planning Financial Planner 52

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.

Investing 52

Investing Investments Portfolio Management Valuation 52

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

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 197

Financial Advising Valuation Retail Media 197

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

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.

Investing 52

Investing Investments Valuation Insurance 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 171

Financial Advising Economy Valuation Consulting 171

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.

Investing 52

Investing Investments Insurance Assets 52

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.

Investing 59

Investing Investments Valuation Economy 59

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 186

Financial Advising Valuation Media Economy 186

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

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 Economy Banking 52

The Big Picture

JULY 24, 2023

My back-to-work morning train WFH reads: • The Problem with Valuation. I have an issue with valuation models in general. Because basically all the valuation metrics tell the same story—U.S. An aging population that values its free time set the stage for economic stagnation. But its success is hard to replicate. (

Valuation 130

Valuation Economics Assets Clients 130

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 84

Marketing Marketing Economics Taxes 84

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). (washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management.

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Financial Advising Startup Wealth Management Valuation 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.

Marketing 96

Marketing Marketing Valuation Economy 96

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 Economics Numbers Investing 64

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

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

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 187

Financial Planner Clients Valuation Economics 187

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?

Investing 52

Investing Investments Valuation Economy 52

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 288

Economics Valuation Portfolio Marketing 288

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

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.

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Investing Investments Valuation Assets 59

Truemind Capital

JANUARY 24, 2024

Many investors of today do not have much idea about how persistently high inflation can be ruinous to the economic health and their own wealth. On the other hand, letting inflation run amok by keeping loose monetary policy is disastrous to economic and political stability. The average Global inflation is multi-decades high.

Portfolio 52

Portfolio Valuation Engineering Economics 52

Cornerstone Financial Advisory

APRIL 29, 2024

4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. Earnings Vs. Inflation Corporate earnings and economic reports battled it out last week. The big economic news was that Q1 GDP grew at a 1.6 But by midday, selling pressure slowed.

Marketing 52

Marketing Marketing Taxes Economics 52

Nationwide Financial

APRIL 3, 2023

This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations. Consumer spending was up 0.2%

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Marketing Marketing Valuation Economics 105