Abnormal Returns

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. behaviouralinvestment.com) How to pick a proper investment benchmark. behaviouralinvestment.com) How to pick a proper investment benchmark. spyglass.org) Weight loss drugs Eli Lilly ($LLY) says they will be capacity constrained through 2024.

Financial Advising 265

Financial Advising Valuation Manufacturing Media 265

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

Investing 182

Investing Investments Startup Valuation 182

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to see or enlarge the entire bracket for 2024. Lastly, the way these are initially “seeded” does not reflect our current confidence in them.

Investing 95

Investing Investments Portfolio Assets 95

Nerd's Eye View

AUGUST 5, 2024

Welcome to the August 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Two-year Treasury Note Auction. Consumer Confidence.

Marketing 105

Marketing Marketing Economics Taxes 105

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investing 162

Investing Investments Portfolio Valuation 162

Cornerstone Financial Advisory

JANUARY 16, 2024

1,2,3,4,5 Source: YCharts.com, January 13, 2024. Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S. TRV), State Street Corporation (STT) Source: Zacks, January 10, 2024 Companies mentioned are for informational purposes only. Industrial Production.

Marketing 111

Marketing Marketing Taxes Economics 111

Abnormal Returns

JANUARY 10, 2024

entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.' (morningstar.com) Bond investor sentiment has turned. wired.com)

Financial Advising 174

Financial Advising Valuation Banking Media 174

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.

Marketing 195

Marketing Marketing Valuation Media 195

Cornerstone Financial Advisory

FEBRUARY 19, 2024

3 Source: YCharts.com, February 17, 2024. While the Fed has indicated short-term rates may trend lower in 2024, the January inflation reports support Fed Chair Powell’s recent comments that the Fed is in no hurry to cut rates. Source: Zacks, February 15, 2024 Companies mentioned are for informational purposes only.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. EIA Petroleum Status Report. Thursday: Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. WBA) Source: Zacks, March 19, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 22, 2024 2.

Marketing 105

Marketing Marketing Taxes Economics 105

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 crore in March 2024. in March 2024. Should you buy Trent despite having a high valuation?

Valuation 98

Valuation Retail Food Marketing 98

Cornerstone Financial Advisory

JANUARY 29, 2024

4 Source: YCharts.com, January 27, 2024. Source: Investors Business Daily – Econoday economic calendar; January 26, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Fed Balance Sheet.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 8, 2024 2.

Marketing 103

Marketing Marketing Insurance Taxes 103

Validea

OCTOBER 4, 2024

Here is the latest update for October from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

AUGUST 1, 2024

Here is the latest update for August from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

SEPTEMBER 6, 2024

Here is the latest update for September from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 52

Valuation Marketing Marketing Sales 52

Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, February 8, 2024 Companies mentioned are for informational purposes only. CNBC.com, February 9, 2024 4.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, January 29, 2024 2. EIA Petroleum Report.

Marketing 104

Marketing Marketing Taxes Economics 104

Validea

DECEMBER 11, 2024

Here is the latest update for December from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 52

Valuation Marketing Marketing Sales 52

The Big Picture

NOVEMBER 26, 2024

November 26, 2024 Are you crypto-curious? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I know ETFs today are the apple pie of investing. Give us some investment strategies.

Investing 147

Investing Investments Assets Retail 147

Cornerstone Financial Advisory

MARCH 4, 2024

2 Source: YCharts.com, March 2, 2024. Source: Investors Business Daily – Econoday economic calendar; February 27, 2024 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, February 29, 2024 2.

Marketing 101

Marketing Marketing Economics Taxes 101

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. Consensus has moved toward our view in 2024, but we still see quite a bit of gloom out there, with several strategists holding to their recession calls.

Investing 96

Investing Investments Marketing Marketing 96

Nerd's Eye View

JANUARY 3, 2024

With credit card balances and delinquencies spiking and student loan payments resuming, it's unlikely that consumers will be able to sustain their spending levels and ride to the rescue once again in 2024. The labor market, while still remarkably resilient, has also started to show signs of stress.

Economics 246

Economics Marketing Marketing Economy 246

Validea

JULY 8, 2024

Here is the latest update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 59

Valuation Marketing Marketing Sales 59

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. The Wall Street Journal, January 5, 2024 2.

Marketing 98

Marketing Marketing Taxes Economics 98

Validea

NOVEMBER 9, 2024

Here is the latest update for November from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

OCTOBER 19, 2022

While Mr. Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. The post Four Hard Investing Lessons From 2022 With Silver Linings appeared first on Validea's Guru Investor Blog. Source: [link].

Investing 128

Investing Investments Valuation Portfolio 128

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? How does this affect VC investing? Can your capital make an impact? As you said, this is just a fact.

Investing 130

Investing Investments Startup Valuation 130

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Weekly Market Insights | September 9th, 2024 Rough Start, Unsettling End. 4 Source: YCharts.com, September 7, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; September 6, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 6, 2024 2. IRS.gov, May 8.

Marketing 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

JANUARY 2, 2024

Remember that past performance does not guarantee future results, and individuals cannot invest directly in an index. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

The Big Picture

AUGUST 1, 2023

But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Understand your investment horizon, be it minutes or decades. Never use someone else’s narrative to justify your investment behavior. They were piling into private credit.

Economics 246

Economics Valuation Marketing Marketing 246

Validea

DECEMBER 18, 2024

Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. The strategy evaluates potential investments through several key lenses: First, companies must demonstrate fundamental strength. Valuation plays a crucial role in the final selection.

Valuation 52

Valuation Portfolio Investments Investing 52

Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

Investing 59

Investing Investments Valuation Marketing 59

Validea

DECEMBER 4, 2024

The Patient Investor approach takes inspiration from Warren Buffett’s investment philosophy, drawing from insights shared in Mary Buffett’s Buffettology. This methodology focuses on identifying companies with enduring value, much like Buffett’s own investment style. Start investing like the Oracle of Omaha today!

Valuation 52

Valuation Investments Investing Portfolio 52

Trade Brains

NOVEMBER 6, 2024

Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, solid growth prospects, and market leadership. 2,887 on November 06, 2024 2. 1,090 on November 06, 2024 4.

Banking 98

Banking Distribution Valuation Retail 98