The Big Picture

JUNE 2, 2023

Sometimes it is due to retirement, death, sabbaticals, parental leave, but most often, it is to switch jobs and work for another firm or start their own business. Fair Value : Valuation of equities is one of those things that seems to confuse so many. million people in the US labor market. Each month, about 1.5%

Numbers 312

Numbers Valuation Retirement Economics 312

Random Roger's Retirement Planning

FEBRUARY 9, 2023

Gold was mostly in a downtrend from mid-2011 to early 2016. It doesn't look like we're going to get to an extreme panic level for the S&P 500 on this event but as an example, with equities down 40%, you don't need as much protection from gold as when the stock market is at all time highs combined with sky high valuations.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

James Hendries

FEBRUARY 27, 2023

We continue to believe the chances that Congress will fail to raise the debt ceiling before the x date remain extremely low, but current political dynamics have likely increased the risk and there are some negative consequences to even an eleventh hour agreement, as we saw in 2011. S&P has maintained that AA+ rating since 2011.

Marketing 52

Marketing Marketing Government Economy 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’ve been there for more than a decade. You’re now cohead of portfolio solutions. What is that role like? Explain that.

Investing 130

Investing Investments Valuation Portfolio 130

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. 3) Okay, but I really am retired and trying to live off my investments now. And ignore the wiggly blue line and follow the more meaningful red line.

Marketing 53

Marketing Marketing Retirement Investing 53

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks and Emerging Markets stocks: 2008 and 2011. Large caps beat the foreign stock categories yet still lost thirty-seven percent of their value, while 2011 was the only year where U.S. Oh, I forgot to mention it finished dead last in 2008 and 2011. Large Caps outperformed both Developed ex-U.S. Sounds unstoppable, right?

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. MIAN: Valuations are ebb and flow. RITHOLTZ: So let’s take a couple of examples.

Marketing 130

Marketing Marketing Economy Valuation 130