Key Tax Court Cases on Valuation of Pass-Through Entities: The Later Years
Wealth Management
JANUARY 30, 2024
Developments from 2020 to 2023.
Timing the Stock Market Using Valuations
A Wealth of Common Sense
AUGUST 29, 2024
A reader asks: My asset allocation has been pretty conservative since the market run-up in 2020. One thing I like about having the 60/40 split is that it gives me the option of changing to a more aggressive allocation if stock valuations fall. I have nagging doubts that my alloc.
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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Trending Sources
What’s Ailing Tesla’s Stock?
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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10 Friday AM Reads
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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What if Dunning Kruger Explains Everything?
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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10 Monday AM Reads
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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Market Valuation, Inflation and Treasury Yields
Advisor Perspectives
MAY 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 April 30, it was 4.69%.
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Bull Market Signposts: What Happens Before S&P 500 Peaks?
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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Should you buy Trent despite its high valuation?
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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Revisiting the Market Valuation in the Wake of This Year’s Decline
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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Market Valuation, Inflation and Treasury Yields
Advisor Perspectives
JUNE 4, 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 May 31, it was 4.51%.
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Market Valuation, Inflation and Treasury Yields
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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Market Valuation, Inflation and Treasury Yields
Advisor Perspectives
MARCH 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 February 29, it was 4.25%.
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The Down 80 Percent Club
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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Bottoming?
The Big Picture
DECEMBER 1, 2022
Investors need to recognize: The economy has thus far remained resilient; Corporate Profits have remained robust; Consumers are still spending; Households and corporate balance sheets are healthy; Valuations have become more attractive; Seasonal patterns are positive (see chart above via JC ). Not So Fast (April 3, 2020).
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Market Valuation, Inflation and Treasury Yields
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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Market Valuation, Inflation and Treasury Yields
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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Market Valuation, Inflation and Treasury Yields
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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Market Valuation, Inflation and Treasury Yields
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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Market Valuation, Inflation and Treasury Yields
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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Market Valuation, Inflation and Treasury Yields
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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February 2023: Market Valuation, Inflation and Treasury Yields
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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Round Trip
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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Market Valuation, Inflation and Treasury Yields - January 2025
Advisor Perspectives
FEBRUARY 6, 2025
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 4th, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31st, it was 4.54%.
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Market Valuation, Inflation and Treasury Yields - December 2024
Advisor Perspectives
JANUARY 6, 2025
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 4th, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 31st, it was 4.58%.
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Market Valuation, Inflation and Treasury Yields - October 2024
Advisor Perspectives
NOVEMBER 8, 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 November 8, it was 4.30%.
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Market Valuation, Inflation and Treasury Yields - September 2024
Advisor Perspectives
OCTOBER 4, 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 October 4, it was 3.98%.
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Market Valuation, Inflation and Treasury Yields - August 2024
Advisor Perspectives
SEPTEMBER 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 August 31, it was 3.91%.
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Market Valuation, Inflation and Treasury Yields - July 2024
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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Market Valuation, Inflation and Treasury Yields - June 2024
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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Market Valuation, Inflation and Treasury Yields
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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Market Valuation, Inflation and Treasury Yields
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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Market Valuation, Inflation and Treasury Yields
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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Global Leaders Investment Letter - Q4 2020
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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Global Leaders Investment Letter - Q4 2020
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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April 2023: Market Valuation, Inflation and Treasury Yields
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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March 2023: Market Valuation, Inflation and Treasury Yields
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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January 2022: Market Valuation, Inflation and Treasury Yields
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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December 2022: Market Valuation, Inflation and Treasury Yields
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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Wednesday links: late strategizing
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.
Tuesday links: a healthy accounting system
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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Transcript: Albert Wenger
The Big Picture
SEPTEMBER 19, 2022
So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant? How do you fall in that spectrum?
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Are FPIs moving from Indian Markets to Chinese Markets After Valuation Concerns?
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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Strategy of the Week: The Motley Fool Small-Cap Growth Investor Model
Validea
MARCH 7, 2025
A companys price-to-earnings (P/E) ratio must be in line with or lower than its earnings growth rate to ensure valuation remains attractive. While it has led the market over time, much of the recent outperformance has come from explosive gains post-COVID in 2020, along with strong returns in 2023 and 2024 as growth stocks rebounded.
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