Abnormal Returns

DECEMBER 20, 2023

newsletter.rationalwalk.com) Product-wise, 2024 will be a bigger year for Apple ($AAPL) than 2023. finance.yahoo.com) Hipgnosis is having a hard time coming up with song valuations. moretothat.com) You will make mistakes in 2024. (awealthofcommonsense.com) FTX bankruptcy claims are changing hands around 70 cents on the dollar.

Financial Advising 260

Financial Advising Valuation Media Economy 260

Advisor Perspectives

NOVEMBER 8, 2024

With the Q3 GDP first estimate and the October close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 194.7%, down from 196.9% the previous quarter.

Valuation 111

Valuation 111

Wealth Management

DECEMBER 22, 2023

Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.

Valuation 115

Valuation Marketing Marketing 115

The Big Picture

OCTOBER 21, 2022

The usual answers — Elon Musk’s distraction(s), and the company’s high valuation – are certainly fair reasons, but I suspect the biggest challenge is competition from legacy car makers. The AMG version arrives in 2024, boasting 677 HP and a much larger price tag. Earlier this week I asked What’s Ailing Tesla’s Stock?

Valuation 277

Valuation Manufacturing 277

Advisor Perspectives

FEBRUARY 2, 2024

With the Q4 GDP advance estimate and the January close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 165.8%, down from 167.3% the previous quarter.

Valuation 105

Valuation 105

Abnormal Returns

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. spyglass.org) Weight loss drugs Eli Lilly ($LLY) says they will be capacity constrained through 2024. ft.com) Nvidia ($NVDA) has added some $500 billion market cap in just six weeks or so. markets.businessinsider.com) Newsletter writers are bullish.

Financial Advising 265

Financial Advising Valuation Manufacturing Media 265

Advisor Perspectives

OCTOBER 4, 2024

With the Q2 GDP third estimate and the September close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 196.9%, up from 194.9% the previous quarter.

Valuation 104

Valuation 104

Abnormal Returns

APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% Markets The energy sector is still less than 4% of the S&P 500. collabfund.com) Expect to see some overconfidence tonight in Detroit.

Accounting 265

Accounting Consulting Financial Advising Valuation 265

Wealth Management

JANUARY 31, 2024

Shift in interest rates provides impetus to discounting promissory notes.

Valuation 111

Valuation 111

Advisor Perspectives

AUGUST 5, 2024

With the Q2 GDP advance estimate and the July close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 195.0%, down from 197.4% the previous quarter.

Valuation 98

Valuation 98

Advisor Perspectives

AUGUST 1, 2024

The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.77, down from 1.78

Valuation 105

Valuation Marketing Marketing 105

The Big Picture

FEBRUARY 7, 2024

February 7, 2024) How much you pay for stocks really matters. Dividends come from earnings, and so those are sort of anchors to valuation. Jeremy Schwartz : And basically said that there’s huge Tech stocks, triple-digit PEs, you can never justify the valuations no matter what the growth rates are.

Investing 296

Investing Investments Valuation Portfolio 296

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

Advisor Perspectives

FEBRUARY 1, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 25.2

Valuation 72

Valuation Marketing Marketing 72

Abnormal Returns

OCTOBER 30, 2024

johnwallstreet.com) A closer look at rising NBA valuations. frontofficesports.com) Economy 2024 Q3 GDP ran at a 2.8% (on.ft.com) How MLB teams can hedge against player underperformance. huddleup.substack.com) An existential threat to pro sports: kids don't watch live sports. growth rate.

Financial Advising 270

Financial Advising Valuation Media Economy 270

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

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. Using current year earnings estimates, valuations also fell from a PE of 18.1

Valuation 52

Valuation Marketing Marketing Sales 52

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. Using current year earnings estimates, valuations also rose slightly to 17.8.

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. Using current year earnings estimates, valuations rose in a similar fashion.

Valuation 52

Valuation Marketing Marketing Sales 52

Advisor Perspectives

JUNE 3, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.9

Valuation 69

Valuation Marketing Marketing 69

Advisor Perspectives

MAY 1, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.6

Valuation 69

Valuation Marketing Marketing 69

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. MarketWatch.com, February 22, 2024.

Marketing 105

Marketing Marketing Economics Taxes 105

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

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

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

Advisor Perspectives

MARCH 4, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 25.9

Valuation 64

Valuation Marketing Marketing 64

Advisor Perspectives

JUNE 4, 2024

With the Q1 GDP second estimate and the May close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 204.9%, up from 184.4% the previous quarter.

Valuation 78

Valuation 78

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

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

Advisor Perspectives

MAY 2, 2024

With the Q1 GDP advance estimate and the April close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 204.7%, up from 184.4% the previous quarter.

Valuation 75

Valuation 75

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 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

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. The Wall Street Journal, March 15, 2024 2.

Marketing 105

Marketing Marketing Taxes Economics 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

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. The Wall Street Journal, January 22, 2024 2. CNBC.com, January 22, 2024 3. The Wall Street Journal, January 25, 2024 4. Fed Balance Sheet.

Marketing 105

Marketing Marketing Economics Taxes 105

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