Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. nytimes.com) The UK has 'deconverged' from the rest of the global economy.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value?

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

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. abnormalreturns.com) Adviser links: reducing portfolio volatility. Markets The stock market is laser focused on interest rates. investmentnews.com) GMO is filing for its first ETF.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. thebasispoint.com) Housing The Fed's policies are hitting the economy primarily through the housing channel. How do they perform over the long run?

Financial Advising 245

Financial Advising Distribution Valuation Media 245

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Dividends come from earnings, and so those are sort of anchors to valuation.

Investing 296

Investing Investments Valuation Portfolio 296

Trade Brains

OCTOBER 3, 2024

.’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. The sector is rapidly emerging as a driving force in the country’s economy. Additionally, it caters to diverse consumer segments with its varied brand portfolio. Citi Bank sees bright prospects for Trent.

Valuation 98

Valuation Retail Food Marketing 98

Abnormal Returns

FEBRUARY 16, 2023

(howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? axios.com) Funds Tax efficiency is the secret sauce of ETFs. pragcap.com) Fidelity is hiring!

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity.

Management 130

Management Assets Portfolio Insurance 130

Dear Mr. Market

APRIL 2, 2025

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. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.

Investing 78

Investing Investments Valuation Advertising 78

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. Bloomberg ). The index is now up 8.9% from its October 12 closing low of 3,577.03

Economy 173

Economy Valuation Education Retail 173

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. institutionalinvestor.com) Economy Retail sales fell 1.1% wsj.com) PE firms are still having problems keeping junior analysts. in December 2022.

Financial Advising 130

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. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? finance.yahoo.com) Economy Auto loan delinquencies are on the rise. blog.validea.com) Visualizing U.S. interest rates since 2020. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Validea

MARCH 18, 2025

From the end of the “Great Moderation” era to practical insights about market timing and portfolio management, Liz Ann’s wisdom offers valuable perspective for investors of all levels.

Portfolio Management 52

Portfolio Management Valuation Portfolio Economy 52

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. For instance, he liked to rebalance his portfolio for behavioral reasons.

Portfolio 136

Portfolio Assets Insurance Investing 136

Discipline Funds

JULY 5, 2024

In my Defined Duration model the Countercyclical Index manages risk around a 10 year time horizon or the approximate average duration of a global stock/bond portfolio. This is the portfolio that reflects the market cap of all outstanding stocks and bonds. This reduces slack in the economy and adds to demand.

Portfolio 105

Portfolio Economics Management Economy 105

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. We continue to favor the U.S.,

Investing 96

Investing Investments Marketing Marketing 96

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. These valuations reflect different economic conditions and investor sentiments in each country. This move aims to directly stimulate the economy. US markets follow closely with a P/E of 26.06.

Valuation 52

Valuation Marketing Marketing Government 52

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. TROPIN: Yeah, I think when we got that — RITHOLTZ: But the economy really seems to be slowing.

Management 305

Management Assets Risk Management Marketing 305

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 105

Economy Asset Allocation Valuation Communication 105

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. Which makes the landlord business a lot less profitable, and we should expect exactly the same thing as stock investor: lower future profits as a percentage of our portfolio value. And it has more than doubled in the past five.

Marketing 66

Marketing Marketing Sales Portfolio 66

Truemind Capital

JANUARY 24, 2024

The world has accumulated a significant proportion of debt at low yields (thanks to reckless money printing) that any meaningful monetary tightening can plunge the economies into recession. Similarly today, easy monetary policy has boosted the equity market valuations. However, this is not going to be easy.

Portfolio 52

Portfolio Valuation Engineering Banking 52

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

Management 130

Management Numbers Transportation Accounting 130

Trade Brains

JULY 12, 2022

Both these growth stocks and value stocks are considered very important while building your stock portfolio. Many times, while picking stocks you might have wondered why people are buying the stocks which are trading at a high valuation whereas conceptually most intelligent investors are looking for a low valuation and lower PE.

Investing 98

Investing Investments Valuation Portfolio 98

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. Payroll growth picked up in recent months.

Marketing 96

Marketing Marketing Valuation Economy 96

Truemind Capital

JULY 26, 2024

More recently, both core inflation and wage growth have been picking up, which suggests more momentum in the economy. Looking at the below data for Global earnings estimates and Global Valuations, we can conclude the below: For the US: Expensive Valuation BUT comfort from higher earnings expectations.

Portfolio 52

Portfolio Investing Investments Valuation 52

Truemind Capital

APRIL 19, 2024

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Discipline Funds

MARCH 10, 2023

Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. As irrational exuberance took hold of the markets we saw a huge surge in the valuations of private equity firms. The 2020 and 2021 inflation was the tsunami. 2022 and 2023 is the wave crashing ashore.

Risk Management 145

Risk Management Banking Economy Valuation 145

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

Trade Brains

JULY 9, 2023

From checking the real-time streaming market price of the stock, making a virtual portfolio, drawing stock charts, following market trends to tracking your portfolio; everything is now accessible from your smartphone or tablet. Key Features: Ease of Use : Easy navigation to all financial data, portfolio, watchlist and message board.

Marketing 98

Marketing Marketing Valuation Portfolio 98

Advisor Perspectives

NOVEMBER 29, 2023

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. It has historically outperformed in markets that favored value stocks and shown resilience in growth markets.

Portfolio 52

Portfolio Valuation Assets Economy 52

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

Carson Wealth

JUNE 17, 2024

And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.

Marketing 86

Marketing Marketing Valuation Economy 86

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Value Target to 4,000-4,100 from 4,300-4,400.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. due to expectations of slowing economic growth.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

JULY 13, 2022

Market participants remained on edge due to high inflation and the risk that the Federal Reserve over-tightens monetary policy to combat it, potentially sending the economy into recession. It is also a major component used to calculate the price-toearnings valuation ratio. After an 8.4% It is expressed as a number of years.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52