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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. wired.com) Bond bear markets are different than stock bear markets. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands.

Valuation 243
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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

Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space. CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – Jan’24 appeared first on Investment Blog.

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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Notably, the work-from-home movement has resulted in a dramatic drop in office valuations that could lead to a whole host of issues, including lending constraints in the banking sector, which is already sitting on a mountain of unrealized losses on Treasuries and mortgages.

Economics 186
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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. to take advantage of historically low valuations, expected continued growing global dominance in the long term, and for diversification purposes. 5%) and by RBI (25 bps to 6.5%). For the last 1.5 For the last 1.5

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Top clicks this week on Abnormal Returns

Abnormal Returns

abnormalreturns.com) Why rough edges remain in financial markets: people. aswathdamodaran.blogspot.com) Small cap valuations look attractive. Also on the site Spending does more than change your bank balance. abnormalreturns.com) Top clicks this week A primer on free cash flow. blog.validea.com) Why modern dating is so hard.

Medical 162
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How Individual Retirement Accounts Changed the Stock Market Forever

A Wealth of Common Sense

There are a lot of factors that drive the performance of financial markets over time. Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. Plus you have to consider demographics, productivity and innovation.