2009 License Valuation 
James Hendries
OCTOBER 18, 2022
During the worst of the Financial Crisis (Q3 2008 through Q1 2009), more than 50% of S&P 500 companies hit their earnings targets each quarter. But overall, we would expect modest estimate cuts to be received positively by markets, supported by lower valuations and depressed investor sentiment. Quincy Krosby , Ph.D.
James Hendries
AUGUST 15, 2022
is dragged down by 2008-2009 when the index tumbled 37%. Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. It is also a major component used to calculate the price-to-earnings valuation ratio. How can this be?
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James Hendries
JUNE 26, 2023
The median performance, at 25.4%, is a better representation of where stocks might normally be at this stage because it takes out the ferocious V-shaped rebounds coming out of the 2008-2009 Great Financial Crisis and the early stages of the pandemic in March 2020. Insurance products are offered through LPL or its licensed affiliates.
James Hendries
OCTOBER 11, 2022
Memories of 2008-2009 are still vivid even though global banks, overall, are in much healthier shape due to stringent regulations put in place following the crisis. It is also a major component used to calculate the price-to-earnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates.
James Hendries
AUGUST 15, 2022
As shown in Figure 2 , the 90% level has historically signaled the start of new bull markets coming off of major lows such as 2009, 2011, 2018-2019, and 2020. It is also a major component used to calculate the price-to-earnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates.
The Big Picture
OCTOBER 24, 2022
And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments. And how do we think about them from a valuation perspective? RITHOLTZ: It’s not March 2009. And so you can think of that.
Brown Advisory
JANUARY 1, 2021
When does crowd psychology take hope for economic return beyond what valuation can support? And why do markets irregularly detach fundamentals from valuation to their own detriment? as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition.” In his book “What is Time?
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