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

Advisor Perspectives

OCTOBER 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 27.8

Valuation 59

Valuation Marketing Marketing 59

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

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 64

Valuation 64

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%.

Valuation 52

Valuation Marketing Marketing Investing 52

Validea

NOVEMBER 15, 2024

Here is the latest value spread update for November 2024 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. Valuations are also similar relative to growth using the Price/Sales ratio.

Valuation 52

Valuation Sales Marketing Marketing 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

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

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 28.0

Valuation 59

Valuation Marketing Marketing 59

Advisor Perspectives

SEPTEMBER 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 27.2

Valuation 52

Valuation Marketing Marketing 52

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

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%.

Valuation 52

Valuation Marketing Marketing Investing 52

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 185

Economics Marketing Marketing Valuation 185

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

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

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 288

Valuation Assets Marketing Marketing 288

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%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

JULY 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 28.0

Valuation 52

Valuation Marketing Marketing 52

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

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 298

Tax Planning Valuation Retirement Taxes 298

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

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%.

Valuation 52

Valuation Marketing Marketing Investing 52

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

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

OCTOBER 10, 2024

Here is the latest value spread update for October 2024 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.

Valuation 52

Valuation Sales Marketing Marketing 52

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 110

Valuation Marketing Marketing 110

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

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

Advisor Perspectives

NOVEMBER 8, 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 1.81, up from 1.80 in September.

Valuation 52

Valuation Marketing Marketing 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 52

Valuation 52

Advisor Perspectives

NOVEMBER 8, 2024

Based on the October S&P 500 average of daily closes, the Crestmont P/E of 40.5 is 168% above its arithmetic mean, 192% above its geometric mean, and is at the 100th percentile of this 14-plus-decade series.

Valuation 52

Valuation Marketing Marketing 52

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 Investing 52

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

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 147

Financial Advising Valuation Food Media 147

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 269

Financial Advising Valuation Media Economy 269

Advisor Perspectives

APRIL 3, 2024

With the Q4 GDP third estimate and the March close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 184.4%, up from 167.6% the previous quarter.

Valuation 64

Valuation 64

Validea

OCTOBER 1, 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 October 2024 for Validea’s Patient Investor strategy based on Buffett.

Valuation 52

Valuation Numbers Portfolio Investing 52