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

The Big Picture

MAY 1, 2025

These days, turning on the TV to get the latest news about the markets and the economy can be enough to send anyone into panic mode. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments. How useful is management guidance?

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Retirement Investments Investing Numbers 187

Nerd's Eye View

JULY 5, 2023

stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. As the U.S. The outperformance of U.S. The outperformance of U.S.

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The Big Picture

JUNE 20, 2024

In response to repeated inquiries from BofA clients, Savita looked at numerous indicators that collectively suggest markets are topping. The table above shows the major market peaks going back to 1990. But as prior history has taught us, all bull markets eventually come to an end. appeared first on The Big Picture.

Marketing 193

Marketing Marketing Valuation Media 193

Abnormal Returns

SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. politico.com) Why market economics doesn't necessarily work in health care. econofact.org) The economic schedule for the coming week. abnormalreturns.com) The question with emerging market equities is if, not when.

Financial Advising 283

Financial Advising Valuation Economy Economics 283

The Big Picture

APRIL 17, 2025

If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.

Investing 266

Investing Investments Accounting Startup 266

Abnormal Returns

JULY 11, 2024

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. scheplick.com) NA beer Athletic Brewing is riding the wave of interest in NA beverages to a much higher valuation.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. bonddad.blogspot.com) The economic schedule for the coming week. tker.co) The U.S. yield curve has been inverted for a record amount of time. ft.com) Strategy Why you can ignore all the magazine cover commentary. ft.com) Industrial production is fading.

Financial Advising 282

Financial Advising Commission Valuation Consulting 282

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

The Big Picture

DECEMBER 1, 2022

As we have been discussing since May of this year, there are increasing signs we have been groping for a bottom in the equity markets. Some are known and already priced in, more are ambiguous, not fully reflected in market prices, and some are random surprises that by definition markets have not accounted for. 50% chance ).

Economy 293

Economy Economics Valuation Marketing 293

Zoe Financial

MARCH 3, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 3rd, 2025 Watch Time: 4 min. Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Down 1% for the week, up 1.2% Stocks ex-Emerging Markets): Up 8% YTD, outperforming U.S. Economies and markets fluctuate.

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Marketing Marketing Economics Taxes 52

The Big Picture

APRIL 24, 2023

If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as to “ Are we in a new bull market? ” Sometimes it’s phrased as “ Is the bear market over? ” I believe this is the wrong way to think about bull and bear markets. Paret’s discussion of overseas gains.

Economics 297

Economics Marketing Marketing Portfolio 297

Abnormal Returns

AUGUST 17, 2023

finance.yahoo.com) Markets Valuations don't matter in the short term. etf.com) How options income ETFs are marketed. morningstar.com) Economy Any single economic data point is filled with noise. Rates Mortgage rates are at levels not seen since 2001. axios.com) Global government bond yields are at 15-year highs.

Financial Advising 246

Financial Advising Valuation Manufacturing Media 246

Abnormal Returns

JUNE 25, 2023

Markets Wall Street strategists views on the market can differ in the short and long term. tker.co) You can't take historical stock market statistics to the bank. riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The MSCI EAFE Index, which tracks developed overseas stock markets, was flat (-0.05 New Home Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Mish Talk

DECEMBER 22, 2022

Amazon AMZN Market Cap. billion making it the first company to lose over $1 trillion in market cap. Tesla TSLA Market Cap. Tesla has lost about $727 billion in market cap but it likely will not be next. Facebook META Market Cap. This is an impressive effort by Meta, down $759 billion in market cap from its peak.

Marketing 210

Marketing Marketing Valuation Economics 210

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

Discipline Funds

OCTOBER 9, 2024

This is especially true in the pricing of the US stock market. On the one hand you might assume that high valuations are bad because “expensive” usually implies bad. On the other hand, you could argue that high valuations simply reflect a price premium. There’s two ways to look at something like this.

Valuation 96

Valuation Economy Financial Planning Economics 96

Abnormal Returns

AUGUST 9, 2023

klementoninvesting.substack.com) Why are market cap weighted indices hard to beat for managers? axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. awealthofcommonsense.com) Base effects matter when analyzing economic data. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

A Wealth of Common Sense

SEPTEMBER 19, 2023

There are a lot of factors that drive the performance of financial markets over time. Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. Plus you have to consider demographics, productivity and innovation.

Accounting 129

Accounting Retirement Marketing Marketing 129

Abnormal Returns

DECEMBER 28, 2022

Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' tomtunguz.com) Instacart continues to slash its valuation. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Steve Sanduski

JUNE 3, 2025

In a nutshell: RIA valuations are high. The stock market is a great part of this model and why private equity is flowing into this space so aggressively is over time you have a 6% wind at the back of all these firms. It wasn’t just psychological complacency, it was economic complacency. Private equity is everywhere.

Valuation 52

Valuation Consulting Compliance Financial Advisor 52

Cornerstone Financial Advisory

DECEMBER 16, 2024

Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 1.48 The markets rally following the news reflected investor relief that inflation met expectations and that the increase from the prior month was slight. Retail Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

The Big Picture

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Economics 246

Economics Valuation Marketing Marketing 246

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. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 2.30 The Standard & Poor’s 500 Index fell 0.96

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

AUGUST 31, 2023

The move from crypto to artificial intelligence has fueled the markets this year, but some are questioning how much of it is real. The move from crypto to artificial intelligence has fueled the markets this year, but some are questioning how much of it is real. Nvidia is not the first giant tech company to trade at a rich valuation.

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

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

Abnormal Returns

MARCH 20, 2024

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago. spyglass.org) This is Apple's ($AAPL) brand promise.

Financial Advising 249

Financial Advising Startup Valuation Economy 249

Validea

MARCH 9, 2025

While technology companies have enjoyed substantial momentum and appreciation in previous market cycles, the current pullback offers a timely opportunity to identify value within this dynamic sector. The key is looking beyond short-term market fluctuations to recognize companies with solid underlying fundamentals.

Marketing 52

Marketing Marketing Valuation Economics 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. The MSCI EAFE Index, which tracks developed overseas stock markets, retreated an eye-catching 3.38 Tuesday: Durable Goods.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Weekly Market Insights | November 11th, 2024 Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. Economic news that showed a 2.2

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

OCTOBER 28, 2022

From there, we have several articles on practice management: A new report shows that RIA profitability and AUM soared in 2021, buoyed by a strong stock market and new client growth. The key considerations for advisors considering terminating a forgivable note early.

Financial Planner 246

Financial Planner Clients Valuation Numbers 246

Dear Mr. Market

APRIL 2, 2025

Dear Mr. 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.

Investing 78

Investing Investments Valuation Advertising 78

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 0.96 Factory Orders. FOMC Announcement.

Marketing 52

Marketing Marketing Taxes Economics 52

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. March saw an equity market gain for the fourth time in six months, with the S&P 500 returning 7%.

Marketing 105

Marketing Marketing Valuation Economics 105

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. 7 This Week: Key Economic Data Monday: ISM Manufacturing Index.

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Marketing Marketing Economics Taxes 52