Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? ft.com) It's hard to find much that is going well for the Chinese economy. wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) Adviser links: reducing portfolio volatility.

Financial Advising 217

Financial Advising Valuation Retail Media 217

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. in 2022 vs. 2021.

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Startup Valuation Financial Advising Distribution 190

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.

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Validea

FEBRUARY 10, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Emerging markets severely underperformed in the decade leading up to last year, garnering a slim 1.8% and at Japan, where the yen’s low valuation and the reopening of the economy could prove a winning investment.

Investing 59

Investing Investments Valuation Wealth Advisor 59

Advisor Perspectives

NOVEMBER 29, 2023

Free-cash-flow yield is the surplus cash after expenses and investments divided by the price of the security. My guest today will explain why, in today's intangible asset-driven economy, traditional metrics like price to earnings and price to book face challenges, making free cash flow a more relevant valuation metric.

Portfolio 52

Portfolio Valuation Assets Economy 52

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. portfoliocharts.com) Why so many investors get caught up in return chasing.

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Financial Advising Distribution Valuation Media 204

Trade Brains

JULY 12, 2022

Comparing Growth Stocks vs Value stocks: While investing in the stock market, one can choose multiple approaches to pick stocks as there are many types of stocks with different characteristics in the market. However, two popular types of stocks and approaches that investors prefer are growth investing and value investing.

Investing 95

Investing Investments Valuation Portfolio 95

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. economy, and the job market is leading the way. on average. Payroll growth picked up in recent months.

Marketing 96

Marketing Marketing Valuation Economy 96

Validea

AUGUST 26, 2022

As many high-flying stocks are derated and investors jump ship due to stagflation fears, value stocks will be in favor, says Douglas Maple-Brown of Maple-Brown Abbott, adding that valuations still have a ways to fall. That situation would be ideal for value investing, Maple-Brown told Financial Standard.

Investing 59

Investing Investments Valuation Portfolio Management 59

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

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. 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). in December 2022.

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Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? blog.validea.com) Visualizing U.S. interest rates since 2020.

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Financial Advising Media Valuation Assets 130

Carson Wealth

FEBRUARY 26, 2024

We Aren’t Alone Anymore A year ago, we told anyone who would listen that the economy would likely avoid a recession and stocks were going to have a great year. Since avoiding a recession is normal, falling concern about the economy isn’t contrarian in itself, but we do lose some extra fuel from bearish views unwinding.

Marketing 96

Marketing Marketing Valuation Economy 96

Discipline Funds

SEPTEMBER 22, 2023

But here are some things to consider before getting lured into this sort of drastic move: Shifting your portfolio like this is more akin to gambling than investing. Shifting your portfolio like this is more akin to gambling than investing. John Bogle was the king of passive investing. For example, rates are 5.5%

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Portfolio Assets Insurance Investing 126

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards. Valuations across all sectors do not offer any margin of safety.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. It means finding the strategy that will allow you to sit quietly when your emotions are screaming at you to do the wrong thing.” – Ian Cassel Unfortunately, having the right temperament for investment is not common.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Validea

JUNE 9, 2023

Tech stocks—which are typically fast-growing and expensive—don’t usually belong in a basket of value stocks, but with the recent derating of some higher-multiple stocks financial managers now have an opportunity to include battered tech stocks into their portfolios, contends an article in Barron’s.

Valuation 52

Valuation Portfolio Economy Management 52

Validea

JUNE 9, 2023

Tech stocks—which are typically fast-growing and expensive—don’t usually belong in a basket of value stocks, but with the recent derating of some higher-multiple stocks financial managers now have an opportunity to include battered tech stocks into their portfolios, contends an article in Barron’s.

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Valuation Portfolio Economy Management 52

The Big Picture

JANUARY 9, 2023

My back-to-work morning train WFH reads: • Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year : Cambell Harvey’s work showed link between curve inversion and growth Strong labor demand, risk avoidance support US economy now. Your Investing Strategy Just Failed. Bloomberg ). The index is now up 8.9%

Economy 164

Economy Valuation Education Retail 164

WiserAdvisor

AUGUST 18, 2022

The world of investing can be quite overwhelming for newcomers. Not only do you have to keep track of various factors such as market trends, price movements, the economy (both local and international), past returns, and more, but you also have to match those with your own time horizon and risk appetite.

Investing 52

Investing Investments Financial Advisor Economy 52

Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The rising risk of Global financial uncertainties affected Indian markets as well.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing.

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Valuation Investing Investments Assets 130

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. From 9/30/12 to 9/30/22.

Investing 52

Investing Investments Valuation Accounting 52

Validea

DECEMBER 1, 2022

The rich are able to save more, and therefore take more risks in investing their money; an investor who earns $1 million/year will put 20 times more money into stocks than one who earns $50,000/year, calculates Jacques Cesar, former managing partner of Oliver Wyman. Widen that inequality and the demand for stocks will rise, as will prices.

Marketing 52

Marketing Marketing Valuation Portfolio 52

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk. Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Wed, 08/01/2018 - 10:37. From an economic perspective, growth in the U.S.

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Management Investing Investments Valuation 52

The Big Picture

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 296

Valuation Investing Investments Engineering 296

Investing Caffeine

JANUARY 3, 2022

But with that said, despite lacking the skill of 100% clairvoyance, my investment firm Sidoxia Capital Management and our strategies have performed quite well over the long-run for numerous reasons. As it turns out, the power of compounding, coupled with low-cost, tax-efficient investing can produce quite spectacular results.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. Tue, 11/12/2019 - 16:31. Despite making new highs recently, U.S.

Investing 52

Investing Investments Assets Economics 52

Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. But first a quick recap.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

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Investing Investments Valuation Portfolio 287

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

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Marketing Marketing Economy Portfolio 97

Brown Advisory

MARCH 9, 2023

As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios. multinationals and aggregate demand.

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Asset Allocation Startup Clients Investing 98