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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. wired.com) Bond bear markets are different than stock bear markets.

Valuation 244
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Financial Market Round-Up – Oct’24

Truemind Capital

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

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Financial Market Round-Up – July’24

Truemind Capital

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. Additionally, cooling inflation supported the equity markets. The current P/E Multiple of ~24.5x

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Asness on Value Investing & Humility

The Big Picture

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” Sonali Basak interviews AQR Capital Management’s Cliff Asness.

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Financial Market Round-Up – Jul’23

Truemind Capital

India being highlighted as a beneficiary from the shift in Global equations along with the expected highest economic growth among major economies has attracted strong flows from the FIIs lifting overall market sentiments. The recent rally in the market has made the valuations more expensive compared to historical standards.

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Financial Market Round-Up – Jan’24

Truemind Capital

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.

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Financial Market Round-Up – Apr’23

Truemind Capital

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.