Investing Caffeine

FEBRUARY 1, 2022

As I have discussed numerous times in the past, money goes where it is treated best, which is why interest rates, cash flows, and valuations play such a key role in ultimately determining long-term values across all asset classes. This notion rings especially true when it comes to finance and investing.

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Brown Advisory

MARCH 24, 2021

Survey period 2018 and 2019. Data is for 2018. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Put simply, the market is willing to project fantastically far into the future to find the cash that can validate nosebleed valuations. Catherine D.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

Survey period 2018 and 2019. Data is for 2018. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Put simply, the market is willing to project fantastically far into the future to find the cash that can validate nosebleed valuations. Catherine D.

Assets 52

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Brown Advisory

NOVEMBER 12, 2019

But as often is the case, the boom turned into a financial market bubble and the price/earnings ratio of the NRI 350 Index (a broad index of non-financial stocks) at the end of 1989 was over 50x, compared to the S&P 500® Industrial Index at 15x. financial markets, to be a global leader for more than a century.

Investing 52

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Brown Advisory

NOVEMBER 12, 2019

But as often is the case, the boom turned into a financial market bubble and the price/earnings ratio of the NRI 350 Index (a broad index of non-financial stocks) at the end of 1989 was over 50x, compared to the S&P 500® Industrial Index at 15x. financial markets, to be a global leader for more than a century.

Investing 52

Investing Investments Assets Economics 52

The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

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Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” ILLIQUIDITY IMPACTS These dynamics have dramatically shifted the liquidity landscape across financial markets. Reference Market/Index % Change No.

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Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” These dynamics have dramatically shifted the liquidity landscape across financial markets. Source: BLOOMBERG. . ILLIQUIDITY IMPACTS. 10/15/2014.

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Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investing 52

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Bell Investment Advisors

MARCH 15, 2023

Slide 3: 2022 in Review: A Global View 0:36 It’s probably no surprise to clients that last year was not a positive one for financial markets. stock market. The 10-year bond, which is often one of the key interest rates that’s measured in financial markets, actually got to about half a percent.

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The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

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The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

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Valuation Clients Investing Investments 162

Discipline Funds

JUNE 11, 2024

The concentration in stocks is happening during a period of high valuations. As you probably know I am obsessed with the temporal based impact of everything in the financial markets. As Dartmouth showed back in 2018 , a publicly listed firm had a 92% chance of being around 5 years from now versus just 63% as of 2018.

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The Big Picture

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. Tell us about the post-World War II secular bull market. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. Yet the market peaked in 1968.

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WiserAdvisor

FEBRUARY 14, 2024

The popularity of these platforms contributes to revenue generation and allows the gaming market to amass substantial sums from mobile devices, consoles, and PCs. eSports had a valuation of $1.45 In contrast to the extreme volatility experienced in financial markets, 2021 emerged as a record-breaking year for the fine wine market.

Investing 59

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The Big Picture

JUNE 13, 2023

Just background, Barry, when I moved here five years ago this year in 2018, we had barely no relationships in North America. And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. Well guess what?

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The Big Picture

MAY 21, 2024

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. This, right?

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Numbers Management Banking Marketing 147

Truemind Capital

APRIL 11, 2025

Although, that provided stability to the financial markets and the economy, the US economy never recovered from the debt trap. Any attempts to reduce quantitative easing lead to stock market tantrums and economic slowdown. Focus on valuations. Actions taken during Covid accelerated the debt burden.

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