Validea

NOVEMBER 9, 2024

Using arbitrary factors like social media sentiment to make investment decisions lacks logical foundation, while focusing on fundamentals like valuations or systematic patterns follows clear economic rationale. Logical Framework : The underlying reasoning must be sound, with clear connections between inputs and outputs.

Investments

Validea

NOVEMBER 9, 2024

Unlike many with similar dreams, Zweig followed through with intense dedication – studying economics at Wharton, earning an MBA from the University of Miami, and completing a Ph.D. This early research sparked his broader investigation into using various market and economic indicators to forecast market movements.

Investments

Steve Sanduski

JUNE 3, 2025

In a nutshell: RIA valuations are high. It wasn’t just psychological complacency, it was economic complacency. The post David DeVoe on the State of RIA M&A and How to Maximize Your Firms Valuation appeared first on Steve Sanduski. Private equity is everywhere. Industry consolidation is accelerating.

Valuation

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. Bad Numbers : 4.

Investments

Abnormal Returns

JUNE 27, 2025

Economics Noah Smith talks abundance with Derek Thompson. conversationswithtyler.com) Equities Greg Milano talks with Michael Mauboussin about valuation and capital allocation. ritholtz.com) Matt Zeigler talks real estate with Daryl Fairweather, author of "Hate the Game: Economic Cheat Codes for Life, Love, and Work."

Startup

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. Retail Sales. Industrial Production. Business Inventories. Wednesday: Housing Starts and Permits.

Marketing

Diamond Consultants

DECEMBER 16, 2024

As a result, its often incumbent upon the retiring advisor to either accept a discounted valuation for the book and/or show a great deal of flexibility in how their next gen ultimately takes the reigns of the business. But is that fair? After all, shouldnt the retiring advisors be compensated fairly for their lifes work?

Wealth Management

Darrow Wealth Management

APRIL 23, 2025

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy most advantageous. Theres a big risk of over-paying tax if the valuation doesnt go up or if the company simply fails. Here are some things to consider. Company’s growth prospects. Your shares still need to vest.

Taxes

Validea

JUNE 16, 2025

Understanding the Strategies Warren Buffett – The Patient Quality Investor Validea’s Buffett-inspired model focuses on durable competitive advantages, consistent earnings, and financial strength — in other words, quality and economic moats. Sample picks: Comfort Systems USA ( FIX ): +35.6% since added Taiwan Semiconductor ( TSM ): +27.9%

Valuation

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. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. The Standard & Poor’s 500 Index fell 0.96 Consumer Confidence.

Marketing

Cornerstone Financial Advisory

DECEMBER 23, 2024

8 This Week: Key Economic Data Monday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S. In 2023, the S&P 500 also tacked on 24 percent for the full year. Tuesday: Durable Goods. New Home Sales. Fed Balance Sheet.

Marketing

Validea

MAY 1, 2025

.” This approach emphasizes acquiring businesses with durable competitive advantageswhat Buffett famously calls “economic moats”that can sustain superior returns for extended periods. Only after a company passes these comprehensive quality filters does valuation enter the equation.

Valuation

Abnormal Returns

JUNE 20, 2025

Changes in valuation matter a lot. paulkrugman.substack.com) You can only fight the laws of economics for so long. Markets Corporate bond spreads have come back down from their April peak. mrzepczynski.blogspot.com) Silver prices are rising along with gold. wsj.com) Strategy Good decade or bad for the stock market?

Valuation

Advisor Perspectives

MAY 19, 2025

With caution as the theme, this month’s commentary urges investors to revisit risk tolerance and stay grounded in disciplined, long-term strategies amidst ongoing economic uncertainty.

Risk Tolerance

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

The Big Picture

JULY 1, 2025

Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.

Investments

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Economic news that showed a 2.2 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. Source: I nvestors Business Daily – Econoday economic calendar ; November 8, 2024 The Econoday economic calendar lists upcoming U.S. The yield on the 10-year Treasury fell to 4.307 percent.

Marketing

Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy.

Investments

Trade Brains

JUNE 10, 2025

But beneath this surface-level move lies a far more intricate interplay of economics, sectoral impact, and capital allocation—especially when considering where to invest next: in fixed deposits (FDs) or debt mutual funds. The Real Economic Undercurrent A CRR cut is not just a technical move.

Banking

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

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. The first rate cut came in February, followed by another in April, and most recently, a surprise 50 basis point cut in June.

Banking

Carson Wealth

JANUARY 6, 2025

Another theme we hear is that stock gains have been driven by valuations (multiples growth) where investors are simply willing to pay more for a dollar of profits. That change tells a lot of the economic story for the year. Theres also the added factor of a rebound in the subdued economic confidence weve seen in recent years.

Marketing

Carson Wealth

NOVEMBER 11, 2024

Potential higher deficits, more spending, better economic growth and tariffs (which are potentially inflationary) were all cited as reasons for the move higher. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. In the end, the 10-year yield added 0.14

Marketing

Validea

JANUARY 23, 2025

In an era of market volatility and economic uncertainty, value investing continues to prove its worth as a time-tested strategy for building long-term wealth.

Valuation

Validea

JUNE 30, 2025

Validea builds its investment strategy around Peter Lynch’s proven methods from his tenure at Fidelity’s Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. may signal attractive growth stocks trading below fair value.

Debt Management

Validea

MAY 15, 2025

Using Valideas guru models and fundamental factor data, we compare these titans of fintech across valuation, quality, growth, and momentum. Their economic moats are enormous, built on scale, trust, and embedded technology. Its a close competition — but a few key differences emerge.

Numbers

Validea

MAY 21, 2025

The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. Financial health is essential, with a focus on companies showing good debt management through their debt-to-equity ratios, helping identify businesses better equipped to handle economic downturns.

Insurance

Harness Wealth

JULY 29, 2025

PE firms are often able to acquire companies at attractive valuations and implement effective strategic changes. Their valuations are not subject to the daily whims of public market sentiment, providing a smoother, less market-correlated return profile.

Taxes

Validea

MARCH 13, 2025

His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns. Example : A P/B ratio of 1.3 combined with a P/E of 11.1

Valuation

Validea

MARCH 9, 2025

These businesses exemplify qualities highly valued by celebrated investors: robust balance sheets, consistent cash flow generation, sustainable competitive advantages, and reasonable valuations when measured against their growth trajectory and market position.

Marketing

Truemind Capital

JULY 18, 2025

Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture. Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises.

Financial Market

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. This Week: Key Economic Data Monday: Motor Vehicle Sales. The Standard & Poor’s 500 Index fell 1.36 Factory Orders.

Marketing

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.

Clients

Zoe Financial

JANUARY 6, 2025

Will the Federal Reserve continue to lower interest rates, supporting valuations? Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Will the economy avoid a recession?

Marketing

Zajac Group

JULY 22, 2025

Because private companies don’t have a publicly traded stock price, your equity valuation depends on internal calculations and negotiation between the parties. Even outside influences like a sudden economic downturn or geopolitical unrest can move the stock market as a whole—which could impact the value of your shares during this period.

Taxes

Validea

AUGUST 2, 2025

He looks for businesses with lasting competitive strengths—what he calls “economic moats”—that can maintain superior returns over many years. Instead of following market trends or chasing speculative plays, Buffett focuses on well-managed companies that produce steady earnings and dependable cash generation at rational valuations.

Valuation

Trade Brains

JUNE 18, 2025

Semiconductors & Hardware With the semiconductor industry riding high as the backbone of modern technology, founders and CEOs of chip-making companies, hardware design houses, and supply chain service providers are now watching their valuations skyrocket.

Healthcare