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The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risks

Nerd's Eye View

One way to predict future market returns is to use the past as a guide, with nearly 100 years of continuous market data since the 1920s covering a wide range of economic conditions showing that, for instance, the S&P 500 has had nearly a 10% average compounding return (7% above inflation) since 1926.

Valuation 191
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Podcast links: the economics of innovation

Abnormal Returns

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
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Fourth Quarter 2022 Economic Review and Outlook

Advisor Perspectives

The economic tea leaves suggest that 2023 could be another challenging year for both stocks and bonds. However, the outlook is more balanced given that equity valuations are much lower and bond yields much higher.

Economics 104
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Sunday links: when irrationality takes over

Abnormal Returns

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.

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Business Valuation: What Is My Business Worth

Carson Wealth

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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MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR

The Big Picture

His research into markets and valuation has won numerous accolades and recognitions, including the Graham and Dodd award, the Harry M. ” He explains how valuations are the key driver of expected returns: When stocks or bonds are expensive, they have effectively “pulled forward” returns for future years.

Portfolio 354
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Why International Diversification Is Still The Prudent Strategy (While Keeping Behavioral Biases, Risks, And Results In A Healthy Perspective)

Nerd's Eye View

In this guest post, Larry Swedroe, head of financial and economic research at Buckingham Strategic Wealth, discusses why many investors tend to fall prey to recency bias, and explains why global diversification – and keeping short- and long-term results in the right perspective – remains a prudent strategy. annually.

Valuation 230