Advisor Perspectives

SEPTEMBER 19, 2022

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns.

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Valuation Marketing Marketing Investing 97

MarketWatch

DECEMBER 7, 2022

., the sports memorabilia company led by billionaire entrepreneur Michael Rubin, has raised $700 million at a valuation of $31 billion, according to a source familiar with the investment. billion at a $27 billion valuation with Fidelity, BlackRock Inc. The latest round comes about nine months after the company raised $1.5

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Advisor Perspectives

MAY 3, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of April 28, 2023, it was 3.44%.

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Validea

SEPTEMBER 21, 2022

With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand. But before I do that, I wanted to first cover two caveats I always put in articles about market valuation. With that all being said, let’s look at the current valuation data.

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Alpha Architect

SEPTEMBER 16, 2022

How did Momentum investing perform after the previous two valuation peaks? MOMENTUM INVESTING: HOW DID MOMENTUM INVESTING PERFORM AFTER THE PREVIOUS TWO VALUATION PEAKS? This article answers this question. Key finding: Momentum investing also performed well following episodes when value stocks were cheap. We dig into the details below.

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Valuation Investing Investments Portfolio 106

Advisor Perspectives

APRIL 18, 2023

Our emerging market debt valuation metrics across all but the U.S. In this new, compact version of our Quarterly Valuation Update, we provide our Q1 assessment and introduce summary valuation graphics to assist in quantifying expected returns. interest rate dimension remain unambiguously attractive.

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Valuation Marketing Marketing 52

Advisor Perspectives

APRIL 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of March 31, 2023, it was 3.55%.

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Valuation Marketing Marketing Investing 52

Advisor Perspectives

MARCH 3, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of February 28, 2023 it was at 3.92%.

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Valuation Marketing Marketing Investing 59

Advisor Perspectives

FEBRUARY 2, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31, 2023, it was at 3.52%

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Valuation Marketing Marketing Investing 52

MarketWatch

APRIL 12, 2023

GS on Wednesday drew an upgrade to buy from hold at UBS on the stock’s attractive valuation and lower risk profile than its peers. Goldman Sachs Group Inc.

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Valuation Wealth Management Assets Banking 75

Validea

OCTOBER 21, 2022

The post Dean of Valuation: Market Is Being Driven By “Mood & Momentum” appeared first on Validea's Guru Investor Blog. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method.

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Valuation Marketing Marketing Investing 59

Advisor Perspectives

JANUARY 6, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 30, 2022, it was at 3.88%.

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Valuation Marketing Marketing Investing 52

Advisor Perspectives

DECEMBER 7, 2022

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns.

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Valuation Marketing Marketing Investing 52

Advisor Perspectives

NOVEMBER 10, 2022

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns.

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Valuation Marketing Marketing Investing 52

Advisor Perspectives

OCTOBER 17, 2022

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns.

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Valuation Marketing Marketing Investing 52

Wealth Management

APRIL 17, 2023

How business owners preparing for a sale can benefit from the expected uptick in M&A activity.

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A Wealth of Common Sense

MAY 2, 2023

On Monday the S&P 500 closed at a little more than 4,100. That’s a level the index first hit in May 2021. A lot has changed in the intervening two years from a market perspective.

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Valuation Marketing Marketing 103

Abnormal Returns

DECEMBER 13, 2022

linkedin.com) A round-up of recent research on valuation including 'Valuation When Disaster Risks Increase at an Increasing Rate.' Quant The CFA Institute has fallen down on the job of advancing industry knowledge. capitalspectator.com) Hedging strategies Hedging strategies come in two different flavors: fast and slow.

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Advisor Perspectives

NOVEMBER 4, 2022

Equity valuations have fallen substantially as central banks hike interest rates to combat inflation.

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The Big Picture

APRIL 12, 2023

Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A. His textbook “ Investment Valuation ” is the standard in the field. class nine times.

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Valuation Medical Economy Investing 274

The Big Picture

APRIL 7, 2023

Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A. His textbook “ Investment Valuation ” is the standard in the field. class nine times.

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Valuation Economy Taxes Investing 253

The Big Picture

JULY 16, 2022

His research into markets and valuation has won numerous accolades and recognitions, including the Graham and Dodd award, the Harry M. ” He explains how valuations are the key driver of expected returns: When stocks or bonds are expensive, they have effectively “pulled forward” returns for future years.

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Portfolio Valuation Investing Investments 332

Advisor Perspectives

FEBRUARY 7, 2023

Valuation metrics across all but the U.S. interest rate dimension remain unambiguously attractive.

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Valuation 40

MarketWatch

MAY 5, 2023

billion valuation it reached in 2017, would wipe out most of Vice’s shareholders and impair debts held by other firms, the Journal said, citing people familiar with the matter. The deal, which prices the struggling media outlet far below the $5.7

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Valuation Media Sales Investing 40

Advisor Perspectives

DECEMBER 20, 2022

In 2023, the math of valuations suggests returns will likely be challenging as markets remain difficult to navigate.

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Valuation Math Marketing Marketing 52

Abnormal Returns

MAY 26, 2023

tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." (awealthofcommonsense.com) When trading, it's okay to hit the reset button. allstarcharts.com) Companies In the past decade, Nvidia ($NVDA) stock has gone up some 250x. collabfund.com) The 100 most reputable companies in America.

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Advisor Perspectives

OCTOBER 26, 2022

In this piece, we update our valuation charts and commentary, with additional details on our methodology available upon request.

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Valuation 40

Abnormal Returns

APRIL 4, 2023

institutionalinvestor.com) It's hard to get past the difference in valuation between European and U.S. International AQR on the case for emerging market equities. mailchi.mp) U.S. stocks are not the only game in town. mebfaber.com) Skewness Why commodity returns are skewed negatively.

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Valuation Portfolio Investing Investments 246

Advisor Perspectives

DECEMBER 2, 2022

With the Q3 GDP Second Estimate and the November close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 149.2%, down from 155.7% the previous quarter.

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The Big Picture

OCTOBER 17, 2022

I have a few ideas, none of which are conclusive, but perhaps together they explain some of the price action: the distraction to Elon Musk from the Twitter acquisition (and litigation); company valuation, and last, competition from legacy car makers. Let’s spend a few moments on each: 1.

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Valuation Marketing Marketing Sales 314

The Big Picture

APRIL 11, 2023

Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A. His textbook “ Investment Valuation ” is the standard in the field. Over the years, the painting had turned into a punchline. class nine times.

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Valuation Investing Investments Economics 246

The Big Picture

APRIL 9, 2023

Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A. His textbook “ Investment Valuation ” is the standard in the field. class nine times.

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Valuation Taxes Ethics Government 257

The Big Picture

APRIL 1, 2023

Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A. His textbook “ Investment Valuation ” is the standard in the field. class nine times.

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Assets Management Valuation Investing 173

Advisor Perspectives

APRIL 5, 2023

With the Q4 GDP third estimate and the March close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 151.8%, up from 146.8% the previous quarter.

Valuation 64

Valuation 64

Advisor Perspectives

OCTOBER 3, 2022

Quick take: Based on the September S&P 500 average of daily closes, the Crestmont P/E is 116% above its arithmetic mean and at the 97th percentile of this fourteen-plus-decade monthly metric.

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Valuation Marketing Marketing 98

MarketWatch

FEBRUARY 7, 2023

which does business under the name Atmosphere, on Tuesday said its private market valuation rose to $1 billion in a Series D financing round of $65 million led by Sageview Capital, Valor Equity Partners and S3 Ventures. Rarified Atmosphere Inc.,

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Valuation Marketing Marketing 40

Advisor Perspectives

MAY 3, 2023

With the Q1 GDP advance estimate and the April close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 156.5%, up from 151.8% the previous quarter.

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Valuation 52