Advisor Perspectives

AUGUST 5, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

Valuation

Financial Symmetry

FEBRUARY 20, 2025

stock market in its largest companies looked high compared to recent history. Today, some might say market concentration appears really high. of the index by market capitalization. The value side of the market, measured by the Russell 1000 Value Index, remains in stark contrast. market has, of course, more history.

Marketing

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Financial Planner

Advisor Perspectives

JUNE 3, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

Valuation

Abnormal Returns

JULY 1, 2025

(larryswedroe.substack.com) When PE managers cut company valuations, look out for more down the road. papers.ssrn.com) Insiders Insider trades provide the market information. klementoninvesting.substack.com) Factors How to get Buffett-like returns by focusing on (boring) factors.

Startup

Advisor Perspectives

JULY 1, 2025

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation

Advisor Perspectives

JULY 2, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

Valuation

Advisor Perspectives

AUGUST 4, 2025

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 27.7

Valuation

The Big Picture

OCTOBER 30, 2024

And find the entire musical playlist of At the Money on Spotify Shareholder Yield Dividend investing has a long and storied history, a substantial percentage of market returns are due to the impact of reinvested dividends compounding over time. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade.

Valuation

Validea

NOVEMBER 2, 2024

As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. This consistent behavioral pattern creates opportunities for investors willing to go against prevailing market sentiment. for the market between 1970-1996.

Investing

Nerd's Eye View

JANUARY 31, 2025

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

Financial Planner

Truemind Capital

NOVEMBER 8, 2024

Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The MSCI EAFE Index, which tracks developed overseas stock markets, was flat (-0.05 stock market.

Marketing

Trade Brains

NOVEMBER 6, 2024

This sharp pullback has led to broader market volatility, but it has also created opportunities for investors. This technical indicator suggests that the stock has been oversold by investors, often driven by short-term market sentiment rather than the underlying fundamentals. 2,881 down 0.2% 2,887 on November 06, 2024 2. 3,188 down 1.3%

Banking

Advisor Perspectives

JULY 1, 2025

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 27.2

Valuation

Trade Brains

JULY 20, 2025

This may present a good opportunity for value investors looking to invest in stable businesses at attractive valuations. Here are a few financially strong small-cap stocks with PE ratios below their 5-year average Crompton Greaves Consumer Electricals Ltd With a market capitalization of Rs. indicating a valuation discount.

Valuation

The Big Picture

APRIL 17, 2025

If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.

Investing

Abnormal Returns

DECEMBER 18, 2024

ritholtz.com) Investing How to deal with a stock market at or near all-time highs. awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. (podcast.moneywithkatie.com) Barry Ritholtz talks optimizing personal health with Phil Pearlman of Pearl Institute.

Retirement Planning

Nerd's Eye View

JANUARY 28, 2025

And be certain to listen to the end, where Kay Lynn shares how she incorporates the BehavioralDNA personality assessment both when hiring new employees and when working with clients, how Kay Lynn's firm offers "organic growth tracks" that allow its advisors to plug into potential sources of clients (such as firms with Employee Stock Ownership Plans (..)

Financial Advisor

Abnormal Returns

JULY 14, 2025

youtube.com) Meb Faber talks with Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. billion valuation. (kitces.com) Michael Batnick talks tech overload with Kyle Van Pelt, CEO of MileMarker. podcasts.thecompoundnews.com) iCapital iCapital just raised another $820 million at a $7.5

Wealth Management

Validea

NOVEMBER 9, 2024

Here is the latest update for November from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation

Discipline Funds

JULY 30, 2025

While this is not exactly like the Covid induced 2021 speculative market, there are signs that something similar is occurring in 2025. The biggie is valuations which have now surpassed their 2021 highs and rank only second to the late 1990s period. And then you have the huge disparity in US vs foreign valuations.

Valuation

Validea

DECEMBER 27, 2024

Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Value Investing in a High Intangible Intensity World | Jacob Pozharny appeared first on Validea's Guru Investor Blog.

Investing

Alpha Architect

JUNE 23, 2025

Are Discount Rates More Important than Future Earnings for Stock Valuation? This challenges many common asset pricing models and changes how investors should think about value, growth, and long-term return forecasting. was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Valuation

Validea

JANUARY 6, 2025

Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives appeared first on Validea's Guru Investor Blog.

Financial Planner

Trade Brains

JULY 1, 2025

In the IT sector, we could see shares worth between Rs 25,680 and Rs 34,240 crore ($3–4 billion) entering the market through PE exits and smaller IPOs. Both the capital markets and internet sectors are expected to add between Rs 85,600 and Rs 1,02,720 crore ($10–12 billion) each. The market needs strong demand to absorb this supply.

Marketing

Validea

JANUARY 15, 2025

High free cash flow yield stocks represent companies that generate substantial cash relative to their market value, creating several compelling advantages for investors. These companies are often better positioned to maintain their operations and financial commitments even when business conditions deteriorate. ACGL Arch Capital Group Ltd.

Valuation

Cornerstone Financial Advisory

DECEMBER 16, 2024

Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 1.48 The markets rally following the news reflected investor relief that inflation met expectations and that the increase from the prior month was slight. Retail Sales.

Marketing

Validea

NOVEMBER 9, 2024

Over several months, this trader generated impressive returns by following social media trends and timing market sentiment. Their approach involved monitoring Twitter activity, following popular crypto influencers, and making quick trades based on perceived market momentum. Consider Capital Group, known for their American Funds family.

Investing

Discipline Funds

MAY 28, 2025

This means valuations could actually move even higher and owning capital is going to become increasingly important for financial well-being. The next recession is going to be a labor market shocker. The mass adoption of this technology has the potential to disrupt the labor market in a manner that weve never seen before.

Government

Validea

JUNE 13, 2025

Others are based on simplistic valuation metrics that ignore critical elements like debt, cash flow quality, or business fundamentals. But in value recoveries or periods of market dislocation—when investors flock to distressed or unloved names—it can deliver outsized returns. Not all value strategies are created equal. The result?

Valuation

Validea

OCTOBER 28, 2024

We discuss: – The limitations of dividend-focused investing strategies – Asset allocation insights from the Talmud – A different perspective on the Fed’s recent performance – Meb’s view on wealth as a means to freedom – The case for significant trend following allocation in portfolios – The question Meb (..)

Asset Allocation

The Big Picture

MAY 1, 2025

These days, turning on the TV to get the latest news about the markets and the economy can be enough to send anyone into panic mode. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments. How useful is management guidance?

Retirement

Validea

DECEMBER 4, 2024

Key criteria include companies demonstrating: A ten-year track record of steady earnings performance Sustained high returns on both equity and total capital Robust cash flow generation Fair price valuations For December 2024, we’ve identified our top ten qualifying stocks. They are in the table below.

Valuation

Cornerstone Financial Advisory

DECEMBER 23, 2024

Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. The MSCI EAFE Index, which tracks developed overseas stock markets, retreated an eye-catching 3.38 Tuesday: Durable Goods.

Marketing

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 2.30 stock market. stock market.

Marketing

Advisor Perspectives

JUNE 6, 2025

The Buffett Indicator, made popular by Warren Buffett, assesses the overall value of the stock market relative to the economy. This video provides the May 2025 update on Buffett Valuation Indicator.

Valuation