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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Validea

APRIL 27, 2023

Over the next 12 months, the S&P 500 dropped 45%, the Fed slashed rates down to next-to-nothing, and valuations evened out while bond yields plunged. But high valuations don’t necessarily stem stock prices from going up, and the market is more resilient to rising interest rates now than in the past, the article contends.

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Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. axios.com) Mortgage rates are at their highest level since October 2008. blog.validea.com) Visualizing U.S. interest rates since 2020. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times.

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The Irrelevant Investor

SEPTEMBER 23, 2023

Articles Ultra-low interest rates make the economics of using cheap debt to buy small companies at a low valuation and selling them at a higher one look pretty attractive. By Howard Lindzon) Millennium has generated an average calendar-year return of 14% for the past 33 years, with only one loss year in 2008. Marc Rubins.

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The Big Picture

SEPTEMBER 19, 2022

I led the Union Square Ventures investment in Etsy, I became a venture partner for that, and then became a GP in the 2008 fund. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. A year ago, late stage valuations had gone just bonkers.

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Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Validea

OCTOBER 19, 2022

Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. Source: [link].

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Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

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Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. Following the huge 11.2% The full year and the following three quarters’ returns were much weaker.

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Advisor Perspectives

JANUARY 9, 2023

Relieved to have turned the page on the worst year for stocks in more than a decade, investors are finding that pricey share valuations and shrinking earnings still stand in the way of any swift bounceback for Big Tech.

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Trade Brains

OCTOBER 28, 2024

Allied Blenders & Distillers Ltd PE (Price to Earnings Per Share Ratio): 3,737 Incorporated in 2008, Allied Blenders and Distillers is an Indian-made foreign liquor company offering four categories: whisky, brandy, rum, and vodka. Leading Liquor Manufacturer. market share in the Indian whisky market in FY23.

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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 a way both of these groups have been right.

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Nationwide Financial

FEBRUARY 1, 2023

These recurring shifts in the composition of the benchmark stock Index can offer insight into how different factors, such as cyclicality, long-term growth potential, and valuation, may impact stock performance in the future. This is a significant increase from 1990, when the tech sector comprised just 6.3% of the Index.

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The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.

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Carson Wealth

JANUARY 16, 2024

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. although valuations should help international markets see reasonable gains as well. In fact, the balanced portfolio above was only in the top three on one occasion, and that was 2008.

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Validea

AUGUST 5, 2022

That’s positive news for small-caps, especially as the pattern of underperforming before a recession and outperforming as a recession wanes is one that small-caps have followed in 1990, 2001, 2008, and 2020. That’s led some strategists to advise investors to overweight their portfolios with small-caps, the article reports.

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James Hendries

AUGUST 23, 2022

Outside of the pandemic, the rate of sales were close to sales rates in 2007 and 2008, when the economy was in the depths of a housing crisis [Figure 3]. It is also a major component used to calculate the price-to-earnings valuation ratio. Sales of existing home in the West were hit hard in July. All index data from FactSet.

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Validea

OCTOBER 12, 2023

This generation’s fortune-teller has been Michael Burry, who called the 2007-2008 housing bubble burst early on. Despite his on-record statements such as “[this] could be worse than 2008” over the past four years, investors would’ve done better buying the S&P 500 each time than following his advice.

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Validea

NOVEMBER 2, 2024

Beyond Cheap: Quality Matters While valuation was crucial, Dreman wasn’t interested in just any cheap stock. over five years from 2003-2008, nearly quadrupling the S&P 500’s gain. By focusing on unloved but fundamentally sound companies, Dreman aimed to capitalize on these asymmetric reactions.

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Trade Brains

FEBRUARY 16, 2024

As we delve into the intricate details of Azad Engineering Limited, we’ll investigate whether this seemingly high valuation aligns with the company’s underlying business prospects. Azad Engineering Limited Business Overview Azad Engineering Limited started its core business in 2008.

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Trade Brains

OCTOBER 17, 2023

Amid all the noise surrounding geopolitical issues, global valuations, and FII selloff, the Nifty bulls might be feeling a bit clueless about their next moves. On the flip side, the worst months were October 2008, with a drastic 26.41% drop, and March 2020, with a tough 23.25% decline. loss, due to the financial crisis.

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The Irrelevant Investor

APRIL 12, 2020

By Joe Nocera Entering into a crisis is not the time to figure out what you want to be By Jamie Dimon This burgeoning mass of defined-contribution assets will be ground zero for the upward redistribution of equity assets By William Bernstein The scars of 2008 run deep, not just for economic policymakers but also for their critics By George Pearkes (..)

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Walkner Condon Financial Advisors

FEBRUARY 24, 2022

The index’s loss of 6.24% in 2018 was paltry compared to its 38% loss in 2008 and three consecutive double-digit down years of 2000-2002. This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level.

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Validea

SEPTEMBER 23, 2022

markets have fallen to about half the valuation ratios of U.S. Cyclical industries actually tend to perform better during a bounceback; in the rebound after the 2008 financial crisis, international stocks gained 24% per year over 5 years, while U.S. But with so much pessimism priced into international stocks, it’s possible that U.S.

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The Irrelevant Investor

FEBRUARY 13, 2017

Whether you choose the CAPE ratio or a different valuation metric, they all say the same thing; Expensive markets leave investors with a smaller margin for error. Jumping in or out of stocks based on valuation can be extremely difficult, if not completely impossible. The more you pay, the less you get. Today there are just 4,500.

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Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. But first a quick recap. trillion to ~$8-8.5

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Validea

DECEMBER 7, 2022

What the naysayers miss is that each market downturn created lowered valuations that resulted in “above-average returns,” the article quotes Doug Foreman of Kayne Anderson Rudnick. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios.

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Brown Advisory

JUNE 3, 2015

The Fed has held the benchmark federal funds rate at zero—a record low—since December 2008 and further reduced borrowing costs through so-called quantitative easing, a bond-purchase program that more than quadrupled its balance sheet to $4.5 Concern about future economic growth undermines valuations. Unemployment fell to 5.4%

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Validea

MAY 5, 2023

Paul Singer, founder of Elliott Management and well-known for predicting the financial crisis of 2008, calls the current environment “an extraordinarily dangerous and confusing period,” in an interview with The Wall Street Journal.

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The Irrelevant Investor

DECEMBER 21, 2018

The NASDAQ 100 just had its worst week since 2008. Valuations are a good example; Buyers didn't care on the way up and sellers won't care on the way down. Every stock in the index finished in the red. Twenty-one fell at least 10%. There wasn't a single -2% day in the S&P 500 from October 2016 through January 2018.

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Trade Brains

JANUARY 24, 2023

Most of this debt was acquired before the global financial crisis hit in 2008. Post-2008, the losses kept mounting pushing the company to bankruptcy. On multiple occasions, its debt resolution plans fell apart due to a valuation mismatch. The management sold off its non-core assets a few times in the past to pare its debt.

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Validea

FEBRUARY 17, 2023

counterparts for months, fueled by a weakening dollar, appealing valuations, and the reopening of China’s economy, the article contends. And the divide between ETF sales and individual stock purchases this year is the widest it’s been since 2008, according to analyses from Bank of America that is cited in the article.

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The Big Picture

FEBRUARY 6, 2024

I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular. You really like the long time where you have to hold to make up that valuation whole is so long that you just really shouldn’t be involved. 00:18:41 [Speaker Changed] Yep.

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Validea

OCTOBER 5, 2022

Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. 12/31/2008 2.1% 12/31/2008 24.9% By Jack Forehand, CFA, CFP® ( @practicalquant ) —. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2009 4.9% 12/31/2010 1.4%

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Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Take Europe, for instance. is not particularly notable. European stocks have traded at lower P/E ratios than U.S.

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Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Take Europe, for instance. is not particularly notable. European stocks have traded at lower P/E ratios than U.S.

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The Big Picture

NOVEMBER 26, 2024

Bitcoin’s valuation technique is different from other crypto assets like Ethereum. Matt Hougan : If you think about Bitcoin, when it was created way back in 2008-09, there were no Bitcoin in existence. It goes way down – is there a way of looking at these from a fundamental perspective?

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