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

Abnormal Returns

JUNE 25, 2023

tker.co) You can't take historical stock market statistics to the bank. riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. econbrowser.com) The economic schedule for the coming week. Markets Wall Street strategists views on the market can differ in the short and long term.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Dear Mr. Market

MARCH 17, 2023

Dear Mr. Market: SVB (Silicon Valley Bank) logo is seen through broken glass in this illustration taken March 10, 2023. Wash, rinse, repeat… Does that little preamble mean banking stocks now will be the oil stocks from just three years ago?

Banking 59

Banking Assets Government Marketing 59

Abnormal Returns

NOVEMBER 6, 2022

Also on the site Spending does more than change your bank balance. aswathdamodaran.blogspot.com) Small cap valuations look attractive. wsj.com) Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people. collabfund.com) Travel while you can.

Medical 162

Medical Valuation Banking Economics 162

Validea

MAY 5, 2023

With valuations still high, the threat of a recession still looms over the economy, ushering in a prolonged period of low returns across the market, from stocks and real estate to corporate profits, as well as elevated inflation and unemployment rates. But for long-term prosperity in the U.S.

Economics 52

Economics Government Economy Banking 52

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Nationwide Financial

APRIL 3, 2023

Thoughts Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system, Fed policy, macro conditions, interest rates, and inflation. Economic data remains largely benign, with the Atlanta Fed’s GDPNow model forecasting growth of 2.5%

Marketing 105

Marketing Marketing Valuation Economics 105

Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. These upcoming IPOs aren’t just about raising money.

Banking 111

Banking Financial Services Insurance Assets 111

The Big Picture

DECEMBER 1, 2022

I have been fairly vocal that inflation has peaked , the Fed has already overtightened, and they run the risk of doing too much economic damage fighting a demon that has already been exorcised. central bank! (20 Maybe this economic slowing results in a mild shallow recession, maybe not. 20 % chance ). 50% chance ).

Economy 295

Economy Economics Valuation Marketing 295

Abnormal Returns

JUNE 11, 2023

wsj.com) How a seed investor approaches valuation discussions. newyorker.com) Who benefits from the existence of the Federal Home Loan Bank system? axios.com) The economic schedule for the coming week. (om.co) Twitter really hates paying its bills. hunterwalk.com) Focus matters for VCs. nytimes.com) Economists love immigration.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Trade Brains

OCTOBER 9, 2024

After experiencing outflows in previous months, the sector attracted a staggering ₹27,199 crore, propelling the Bank Nifty up by over 3%. The sudden surge in financial services interest Is driven by FTSE weight increases for ICICI Bank and Kotak Bank. economic uncertainties potentially impacting discretionary spending.

Investing 52

Investing Investments Portfolio Banking 52

Trade Brains

JUNE 26, 2024

This can be due to various reasons like global economic concerns or shifts in investment strategies. High Valuations and Sector Underperformance which Disappointed FIIs Most of the FIIs sold Indian stocks due to high valuation concerns and sector-wise underperformance. February -1538.88 March 35098.32 April -8671.27 May -25586.33

Valuation 59

Valuation Economy Banking Economics 59

Nationwide Financial

FEBRUARY 15, 2023

The year began with a reversal in investors’ mood, from widespread pessimism about a pending recession at the end of 2022 to optimism for a soft landing for the economy, predicated on better-than-expected economic data. Rates might rise and stay higher for longer, challenging the current lofty valuations for equities.

Valuation 104

Valuation Economy Economics Marketing 104

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. Central bank actions and future policy signals influenced by US election outcomes, will be crucial for the rest of the financial year.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

Valuation 64

Valuation Economics Numbers Investments 64

Nationwide Financial

MAY 10, 2023

Are the Russell 2000’s weak returns a sign of slowing economic growth, or is the recent underperformance of small caps reflecting investor sentiment about current market opportunities? The valuation gap between small and large caps is just as notable as the gap in year-to-date performance.

Risk Tolerance 52

Risk Tolerance Valuation Economics Banking 52

Truemind Capital

JANUARY 24, 2024

Many investors of today do not have much idea about how persistently high inflation can be ruinous to the economic health and their own wealth. On the other hand, letting inflation run amok by keeping loose monetary policy is disastrous to economic and political stability. The mess they are in is their own doing.

Portfolio 52

Portfolio Valuation Engineering Banking 52

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. Valuations by Market Cap Range Source: @nategeraci Sign up for our reads-only mailing list here. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

The Big Picture

JANUARY 9, 2023

. • Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). Your stuff is actually worse now : How the cult of consumerism ushered in an era of badly made products. ( What Can We Learn from Barnes & Noble’s Surprising Turnaround?

Economy 173

Economy Valuation Education Retail 173

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Truemind Capital

AUGUST 12, 2023

The interesting question is why the recession has yet not occurred even after one of the fastest increases in interest rates in history by all the major Central Banks in a very short span of time. The recent rally in the market has made the valuations more expensive compared to historical standards.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Validea

JULY 18, 2023

Value stocks—high-quality companies selling at lower valuations—outperformed growth much of last year, with the Russell 1000 Value Index beating its growth counterpart by 20%. One area that could hold untapped opportunities is the financial sector, which is still seeing fall-out from the banking crisis earlier this year. in particular.

Investing 52

Investing Investments Valuation Insurance 52

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. Tuesday: Factory Orders.

Marketing 101

Marketing Marketing Economics Taxes 101

Carson Wealth

FEBRUARY 26, 2024

The Bank of America Global Fund Manager Survey (GFS) recently showed overall sentiment at the highest level in two years. NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101. One year ago, its net profit was $1.41

Marketing 96

Marketing Marketing Valuation Economy 96

Truemind Capital

APRIL 19, 2024

RBI also goes in tandem with the other central banks regarding rate cuts to maintain stability in the exchange rate and avoid the risk of loosening too early. Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Elections : Globally, more voters than ever in history will head to the polls.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Discipline Funds

MARCH 10, 2023

What I mean by that is that we’re currently navigating the economic bust portion of the cycle where inflation is a falling risk and credit deflation risk arises, in large part, because the Fed has reacted so quickly to bring inflation in. The Silicon Valley Bank crisis is interesting because people are looking at banking as the tsunami.

Risk Management 131

Risk Management Banking Economy Valuation 131

Cornerstone Financial Advisory

OCTOBER 14, 2024

4,5 Earnings season kicked off Friday, and update reports from a few money center banks injected some enthusiasm into markets. 7,8 This Week: Key Economic Data Monday: Fed Official Christopher Waller speaks. Oil prices fell back as investors took a wait-and-see stance concerning Middle East tensions.3 API Weekly Oil Stocks.

Marketing 52

Marketing Marketing Food Taxes 52

Validea

MAY 5, 2023

Market volatility and economic slowdowns can often expose a company’s vulnerabilities, making it easier for activist investors to target those companies and campaign for massive changes, contends an article in Barron’s. But as that liquidity drains out, it’s much more difficult to keep those problems in the dark.

Valuation 52

Valuation Economy Banking Economics 52

Cornerstone Financial Advisory

JANUARY 8, 2024

3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. News of unemployment remaining steady at 3.7% also helped sentiment. Wednesday: EIA Petroleum Status Report.

Marketing 98

Marketing Marketing Taxes Economics 98

Abnormal Returns

NOVEMBER 5, 2022

axios.com) On the economics of building a new gasoline station. huddleup.substack.com) The average NHL franchise has topped the $1 billion valuation mark. abnormalreturns.com) Spending does more than change your bank balance. newsletter.abnormalreturns.com) Mixed media NASA touts the economic impact of space spending.

Financial Advising 130

Financial Advising Media Economics Valuation 130

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. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. ABA Banking Journal, October 25, 2024 7. Consumer Confidence.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 16, 2024

On Friday, the start of earnings season brought mixed results from a handful of major banks. A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. 1,2,3,4,5 Source: YCharts.com, January 13, 2024. Housing Starts.

Marketing 111

Marketing Marketing Taxes Economics 111

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. The banking sector is better capitalized, we do not see a “Lehman moment” lurking, and homeowners are generally not under water with loan-to-value metrics. Regional differences are profound. Conclusion.

Marketing 98

Marketing Marketing Sales Economy 98

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. ROC 5 = the rate of change in the index for the previous 5 trading days.

Marketing 105

Marketing Marketing Economics Taxes 105

James Hendries

JANUARY 13, 2023

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! economy to avoid recession, and support above-average valuations. The hit to valuations in the form of about 4 P/E points (21 to 17) translates into a roughly 20% drop in the S&P 500 Index. Here are some of our lessons learned from 2022.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

The Big Picture

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. Heather Brilliant : I worked at Bank of America and, and they had a wonderful corporate finance training program. You mentioned Bank of a, you were at Dry House Capital, cocktail Capital. Welcome to Bloomberg. Was that the plan?

Investments 147

Investments Investing Management Valuation 147