Advisor Perspectives

AUGUST 5, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of July 31, it was 4.09%.

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Advisor Perspectives

APRIL 3, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of March 28, it was 4.20%.

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Advisor Perspectives

JULY 2, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of June 28, it was 4.36%.

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Advisor Perspectives

FEBRUARY 2, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31, it was 3.99%.

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Advisor Perspectives

JANUARY 3, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 31, it was 3.88%.

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Advisor Perspectives

DECEMBER 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of November 30, it was 4.37%.

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Advisor Perspectives

NOVEMBER 2, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of October 31, it was 4.88%.

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Advisor Perspectives

OCTOBER 3, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of September 30, it was 4.59%.

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Advisor Perspectives

SEPTEMBER 6, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of August 31st, it was 4.09%.

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Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Financial Overview Of Trent Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,485.00 Should you buy Trent despite having a high valuation? This article will examine Trent Ltd.’s

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Advisor Perspectives

AUGUST 10, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of July 31, it was 3.97%.

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Advisor Perspectives

JULY 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of June 30, it was 3.81%.

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Advisor Perspectives

JUNE 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of May 31, 2023, it was 3.64%.

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Trade Brains

OCTOBER 7, 2024

The Chinese market has struggled since 2020 due to COVID-19, real estate issues, and tech company crackdowns. Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. These valuations reflect different economic conditions and investor sentiments in each country.

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Advisor Perspectives

MARCH 3, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of February 28, 2023 it was at 3.92%.

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Validea

SEPTEMBER 21, 2022

A study of history would have told us in advance that the 2020 bear market was an anomaly based on how fast things turned around, but you still can’t blame us for hoping for a repeat. 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.

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Advisor Perspectives

MAY 3, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of April 28, 2023, it was 3.44%.

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Advisor Perspectives

APRIL 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of March 31, 2023, it was 3.55%.

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Advisor Perspectives

FEBRUARY 2, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31, 2023, it was at 3.52%

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Advisor Perspectives

JANUARY 6, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 30, 2022, it was at 3.88%.

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The Big Picture

OCTOBER 17, 2022

I have a few ideas, none of which are conclusive, but perhaps together they explain some of the price action: the distraction to Elon Musk from the Twitter acquisition (and litigation); company valuation, and last, competition from legacy car makers. Let’s spend a few moments on each: 1.

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Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. When does crowd psychology take hope for economic return beyond what valuation can support? What is Space?

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Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020. One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period.

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The Big Picture

APRIL 7, 2023

million that cast ballots in the 2020 race when there was also a presidential primary. Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A. More than 1.7 Knowing When You Have Enough.

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The Big Picture

JUNE 20, 2024

She observes it is less about the things investors tend to focus on — “technical analysis, geopolitics, behavioral finance and even skirt hemline trends” — and more about specific measures she tracks in sentiment, valuation, macro-economic areas. The table above shows the major market peaks going back to 1990.

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Wealth Management

JANUARY 30, 2024

Developments from 2020 to 2023.

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The Irrelevant Investor

OCTOBER 1, 2022

Nose bleed valuations are getting knee clubbed by a combination of high inflation and rising interest rates. These darlings of 2020 are down 80% or more from their all-time high. The world has turned upside down, or right side up, depending on your perspective.

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Valuation 132

The Big Picture

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” (June 21, 2021) What If Everything is Survivorship Bias? Let’s consider another question, this one on U.S.

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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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The Big Picture

FEBRUARY 27, 2023

MSCI ex-USA: 8.4% ( Wealth of Common Sense ) • I’m not Sure Speculation Is Gone : Jim Chanos, president and founder of Chanos & Company, believes the level of silliness and speculation seen in 2020 and 2021 marked an important moment for valuations. These were the annual returns1 from 1970 through January 2023: S&P 500: 10.5%

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Trade Brains

SEPTEMBER 26, 2024

Financial Highlights Of NSE IPO Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,508 5,625 8,929 11,856 14,780 Net Profit (Crores) 1885 3573 5198 7356 8306 EBITDA(Crores) 2,706 4690.98 Its revenue surged from ₹3,508 crore in March 2020 to ₹14,780 crore in March 2024. in March 2020 to ₹167.79

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Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. interest rates since 2020. blog.validea.com) Visualizing U.S. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times. evidenceinvestor.com) A lot of investor problems are self-inflicted.

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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. The outsized influence of tech company earnings on the S&P 500 is important to understand.

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Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. every.to) Q3 saw big drops in startup valuations. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. behaviouralinvestment.com) Nick Maggiulli, " The present is redefining your past.

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MarketWatch

MAY 26, 2023

Kotowski said Hamilton Lane’s stock is trading roughly at where it was in 2020 despite about 58% growth in assets under management since the end of 2019. Oppenheimer analyst Chris Kotowski on Friday upgraded stock in alternative investment and data firm Hamilton Lane Inc.

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The Irrelevant Investor

MAY 10, 2021

2020 was a dark year, but the light shined bright on certain areas of the stock market. Anything that was seen to be a beneficiary of people working and living from home went to the moon in 2020. Of the 52 stocks that gained 100% or more in 2020, 38 of them have lost money so far in 2021.

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The Big Picture

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Blame whatever you want – Too far, too fast? End of ZIRP?

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