Nerd's Eye View

APRIL 3, 2024

Notably, the work-from-home movement has resulted in a dramatic drop in office valuations that could lead to a whole host of issues, including lending constraints in the banking sector, which is already sitting on a mountain of unrealized losses on Treasuries and mortgages.

Economics 244

Economics Marketing Marketing Valuation 244

Abnormal Returns

AUGUST 4, 2024

awealthofcommonsense.com) A look at the valuation of the S&P 490. disciplinefunds.com) Bonds are doing okay in 2024, except for long duration. capitalspectator.com) How major asset classes performed in July 2024. Top clicks this week Are small caps cheap for a reason?

Valuation 286

Valuation Assets Marketing Marketing 286

Abnormal Returns

NOVEMBER 15, 2024

spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. on.ft.com) Fund management 2024 could see $1 trillion in U.S. sherwood.news) The best new restaurants in America in 2024. spyglass.org) Economy Industrial production fell in October 2024. ft.com) Is private credit in a bubble? msn.com) U.S.

Financial Advising 146

Financial Advising Food Valuation Media 146

Abnormal Returns

SEPTEMBER 8, 2024

(worksinprogress.co) Good luck trying to time the stock market using valuation metrics. nytimes.com) The S&P 500 returned 2.43% in August 2024. awealthofcommonsense.com) How index funds have changed demand for large cap stocks. klementoninvesting.substack.com) Coffee has become something unrecognizable and sugar-filled.

Tax Planning 296

Tax Planning Valuation Retirement Taxes 296

Validea

DECEMBER 18, 2024

Valuation plays a crucial role in the final selection. By applying these rigorous standards, investors can build a portfolio of established businesses with strong fundamentals and compelling valuations. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024.

Valuation 52

Valuation Portfolio Investing Investments 52

Validea

DECEMBER 4, 2024

Key criteria include companies demonstrating: A ten-year track record of steady earnings performance Sustained high returns on both equity and total capital Robust cash flow generation Fair price valuations For December 2024, we’ve identified our top ten qualifying stocks. They are in the table below.

Valuation 52

Valuation Investments Investing Portfolio 52

Abnormal Returns

JUNE 4, 2024

billion valuation? econbrowser.com) How 2024 Fed expectations have bounced around. (sherwood.news) Fund management Fidelity has been successful in getting ETF companies to agree to revenue sharing agreements. bloomberg.com) How much in AUM do you need to justify a $10.5 bloomberg.com) Has the 'anti-woke' investing movement peaked?

Financial Advising 291

Financial Advising Economy Valuation Media 291

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

Validea

NOVEMBER 15, 2024

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024. Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Validea’s Top Benjamin Graham Stocks – November 2024 appeared first on Validea's Guru Investor Blog.

Valuation 52

Valuation Assets Sales Portfolio 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. 5,6 Source: YCharts.com, November 23, 2024. DELL), CrowdStrike (CRWD) Source: Zacks, November 21, 2024.

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

FEBRUARY 28, 2024

on.ft.com) Private credit valuations are all over the board. bloomberg.com) Startups Stripe employees just sold shares at a $65 billion valuation. bonddad.blogspot.com) 2024 Q1 GDP nowcasts are trending around 2% (capitalspectator.com) How increased immigration is boosting the economy. slate.com) How did Vice Media go bust?

Valuation 276

Valuation Financial Advising Startup Media 276

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 258

Financial Advising Valuation Media Economy 258

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

Cornerstone Financial Advisory

DECEMBER 16, 2024

Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. 5,6,7 Source: YCharts.com, December 14, 2024. Final Fed Meeting of 2024 The consumer price index ticked up to 2.7 Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Advisor Perspectives

JANUARY 3, 2025

With the Q3 GDP third estimate and the December close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 207.3%, up from the previous quarter.

Valuation 105

Valuation 105

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

Financial Symmetry

FEBRUARY 20, 2025

At the end of 2024, the 10 largest companies in the S&P 500 Index made up 37.3% Data from 12/31/1989 12/31/2024. Data for Panel A and Panel B from 3/1/2008 12/31/2024. At the end of 2024, these were the largest seven companies in the U.S. Data from 12/31/2022 12/31/2024. Source: Morningstar.

Marketing 64

Marketing Marketing Valuation Commission 64

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

Cornerstone Financial Advisory

DECEMBER 23, 2024

Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. 6,7 Source: YCharts.com, December 21, 2024. Source: Zacks, December 16 , 2024. Investing.com, December 20, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. The Wall Street Journal, October 25, 2024 2. Investing.com, October 25, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Weekly Market Insights | November 11th, 2024 Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. 8 Source: YCharts.com, November 9, 2024.

Marketing 52

Marketing Marketing Taxes Economics 52

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

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 263

Accounting Consulting Financial Advising Valuation 263

Validea

NOVEMBER 2, 2024

The strategy looks for firms with consistent earnings over the past decade, consistently high return on equity and total capital, strong cash flows and reasonable valuations. Here are the top ten highest scoring stocks for November 2024.

Valuation 52

Valuation Numbers Portfolio Investments 52

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

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

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 263

Financial Advising Valuation Manufacturing Media 263

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Advisor Perspectives

SEPTEMBER 3, 2024

With the Q2 GDP second estimate and the August close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 194.9%, down from 197.4% the previous quarter.

Valuation 90

Valuation 90

Validea

FEBRUARY 22, 2025

In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes.

Valuation 52

Valuation Economics Portfolio Investments 52

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

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. 6 Source: YCharts.com, November 30, 2024. Consumer Sentiment.

Marketing 52

Marketing Marketing Economics Taxes 52

NAIFA Advisor Today

APRIL 10, 2025

Supreme Courts 2024 decision in Connelly v. As a result, financial professionals must now navigate new complexities in business valuation and the use of life insurance in these agreements. United States has significantly altered the landscape of buy-sell planning for business owners facing potential estate tax exposure.

Planning 52

Planning Valuation Insurance Taxes 52

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