Advisor Perspectives

DECEMBER 7, 2022

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns.

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Advisor Perspectives

NOVEMBER 10, 2022

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns.

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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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Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. awealthofcommonsense.com) The Dow lead the major indices in 2022. investment in semiconductor manufacturing can only do so much. in 2022 vs. 2021. in 2022 vs. 2021.

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Validea

SEPTEMBER 21, 2022

It looks like the 2022 bear market might be with us longer than many of us had hoped. 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. Above average valuations typically lead to below average long-term future returns and vice versa.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.

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Abnormal Returns

DECEMBER 28, 2022

Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' awealthofcommonsense.com) 4 mistakes from 2022 including the idea of more funds equaling more diversification. morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.'

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Cornerstone Financial Advisory

OCTOBER 31, 2022

Source: Econoday, October 28, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, October 27, 2022.

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The Big Picture

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

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Cornerstone Financial Advisory

AUGUST 1, 2022

Source: Econoday, July 29, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 29, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, July 28, 2022.

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Abnormal Returns

JULY 23, 2023

(ritholtz.com) Four insights from the new edition of William Bernstein's "The Four Pillars of Investing." morningstar.com) Why stock market valuations are logically higher today than they were in the past. blog.validea.com) Cash often looks best, when it is the worst investment. theirrelevantinvestor.com)

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Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. wsj.com) Intel ($INTC) had a tough 2022 and 2023 isn't looking better.

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Brown Advisory

JUNE 16, 2022

Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? Fortunately, we do 10-year forecasts for each investment and we can use our base case ranges to estimate probable future annual cash flows. Implicitly this means they will have a higher sensitivity to rising interest rates too.

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Carson Wealth

JULY 27, 2022

By Scott Kubie, Senior Investment Strategist . . Valuations Could Move to a More Normal Range . The decline in the equity market pushed valuations down to levels in line with the period between 2015 and 2020. Q3 2022’s Five Big Risks. History offers encouragement to stay invested. . High inflation. Bear market.

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Trade Brains

JULY 12, 2022

Comparing Growth Stocks vs Value stocks: While investing in the stock market, one can choose multiple approaches to pick stocks as there are many types of stocks with different characteristics in the market. However, two popular types of stocks and approaches that investors prefer are growth investing and value investing.

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Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Economy Home prices peaked June 2022. behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation?

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Truemind Capital

FEBRUARY 8, 2024

India’s merchandise exports in June 2022 jumped 23.52% YoY to $40.13 This time, the sharper depreciation of INR has been aided by foreign investment outflows, higher crude oil prices, and increasing demand for imported goods. Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform.

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Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. squarespace.com) CI Financial ($CIXX) is moving forward with an IPO of its U.S.

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Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 2, 2022.

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Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

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The Big Picture

DECEMBER 1, 2022

But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. This is why I put a 50% probability of markets finding a bottom sometime between October 2022 and March 2023. See also : Jerome Powell Signals Fed Prepared to Slow Rate-Rise Pace in December (November 30, 2022).

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Abnormal Returns

JANUARY 18, 2023

wsj.com) The periodic table of commodity returns for 2022. allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. in December 2022. (tker.co) Commodities Why orange juice prices are soaring.

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James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. One of the lessons learned in 2022 was to never underestimate our central bank’s resolve to squelch inflation. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%. economy to avoid recession, and support above-average valuations.

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Cornerstone Financial Advisory

NOVEMBER 7, 2022

Source: Econoday, November 4, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 4, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, July 20, 2022.

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Validea

NOVEMBER 29, 2023

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. Take 2022 and 2023 as an example. 19% if fully invested throughout the year). And yet a $100,000 investment in the S&P would be worth just shy of $700,000 today.

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Cornerstone Financial Advisory

DECEMBER 19, 2022

The FOMC ended its last meeting of 2022 by raising interest rates another 0.5% Source: Econoday, December 16, 2022. Source: Zacks, December 16, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, December 13, 2022.

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Cornerstone Financial Advisory

NOVEMBER 14, 2022

Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 11, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Industrial Production.

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Cornerstone Financial Advisory

NOVEMBER 28, 2022

Source: Econoday, November 25, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 25, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. stock market.

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James Hendries

NOVEMBER 15, 2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. Value vs. Growth – Value Takes 2022. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations.

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Cornerstone Financial Advisory

SEPTEMBER 26, 2022

Source: Econoday, September 23, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 23, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Consumer Confidence.

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James Hendries

AUGUST 3, 2022

That doesn’t take away from the fact that higher inflation is causing consumer spending to slow, while higher interest rates are weighing heavily on business investment. As we noted in LPL Research’s Midyear Outlook 2022: Navigating Turbulence , we see corporate America potentially growing S&P 500 EPS by 8% in 2022 to $225 per share.

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Cornerstone Financial Advisory

DECEMBER 12, 2022

Source: Econoday, December 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 9, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, December 9, 2022.

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Cornerstone Financial Advisory

DECEMBER 5, 2022

Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 2, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, July 11, 2022.

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Cornerstone Financial Advisory

NOVEMBER 21, 2022

Source: Econoday, November 18, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 18, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Jobless Claims.

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The Big Picture

AUGUST 1, 2023

Did the palpable panic in June/October 2022 lead to ill-advised sell(s)? Private Credit : An unnamed person from the hedge fund industry pointed out that around the June 2022 lows, there were big redemptions from allocators who shifted capital away from hedge funds. Understand your investment horizon, be it minutes or decades.

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Cornerstone Financial Advisory

OCTOBER 10, 2022

Source: Econoday, October 7, 2022. Source: Zacks, October 7, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. CNBC, October 3, 2022.

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