Carson Wealth

JANUARY 22, 2024

We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. However, they don’t appear ready to move as early as March. As for how much the Fed will cut in 2024, the jury is still out.

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Brown Advisory

NOVEMBER 12, 2015

In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year. As we note in some of the suggestions that follow, there are a number of ways to accelerate or delay income that may make sense for you, depending on where your income sits relative to the various thresholds listed above.

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Planning Taxes Distribution Medical 52

The Big Picture

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. It’s beta neutral, market neutral.

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Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. The MSCI EAFE index, which tracks developed overseas stock markets, added 0.81%. For that matter, a snakehead isn’t a snake – but what is it? What nation is this?

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Marketing Marketing Taxes Economics 59

Mr. Money Mustache

MAY 20, 2022

But in the Mustachian Era (the years since 2011 when I started writing this blog ), there has only been one: the 2020 Covid Crash which only lasted about a month. It’d be like retiring at the bottom of 2009 with still-decent numbers. And ignore the wiggly blue line and follow the more meaningful red line.

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Marketing Marketing Retirement Investing 53

Brown Advisory

JUNE 12, 2017

Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events. Berkshire has an advantage when that happens.

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Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events. Berkshire has an advantage when that happens.

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Investments Investing Ethics Taxes 52

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. What’s the valuation? Less, 20, 30%?

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Management Investing Investments Government 130

The Better Letter

JANUARY 26, 2024

2011 : “[T]he expected return/risk profile of the stock market has shifted to hard-negative.” 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. Not surprisingly, outflows began in earnest in 2011.

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Assets Valuation Management Marketing 104

Truemind Capital

OCTOBER 17, 2023

debt from AAA to AA+ on August 1, citing rising deficits, a broken budgeting process, and political brinksmanship—echoing S&P’s downgrade after the 2011 debt limit episode. The positive global perception and growing domestic inflows ensure that the premium valuations of the Indian market are maintained.

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Financial Market Marketing Marketing Asset Allocation 52

The Big Picture

JULY 19, 2022

Really, what I would think is getting to my natural home and that happened in 2011. ! ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. So, you wrote the prior book a decade ago, 2011 the “Expected Returns.” So, you’ve been there for more than a decade.

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Investing Investments Valuation Portfolio 130

The Big Picture

OCTOBER 8, 2024

And actually, interestingly, Joe was director of research there for a number of years before I moved on to start Perceptive. After spending time at, at various healthcare boutiques, you joined Millennium in 2011, they are a giant and highly regarded hedge funds. You know, valuation sense, 00:30:47 [Speaker Changed] Right.

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Healthcare Medicine Portfolio Investing 147

The Big Picture

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls. He said, oh, it’d take at least two or three weeks, really?

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Banking Economy Marketing Marketing 147

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And hangs up off it.

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Media Investing Investments Valuation 290

The Big Picture

NOVEMBER 9, 2022

Gasoline costs the same as it did in 2011-12). in an era where the under 40 set no longer has landlines and fraud/spam calls have led people to not answer numbers they don’t recognize. We have had 15 years of low inflation and modest wage gains; perhaps some simply accepted that we were overdue. November 7, 2022). August 9, 2022).

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Media Economy Budgeting Valuation 299