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Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022

James Hendries

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. It is also a major component used to calculate the price-to-earnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. Conclusion.

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What a Week | Weekly Market Commentary | August 1, 2022

James Hendries

However, the central bank could begin cutting again in the back half of 2023 if the economy shows significant weakness. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio.

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Everything you need to know about NSE IPO

Trade Brains

The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Key indicators like banked population and market capitalization improved. Indian capital markets differ from global peers in several ways as companies heavily rely on banks for funding, while the corporate bond market remains underdeveloped.

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Latest Equity Asset Alocation Views | Weekly Market Commentary | March 13, 2023

James Hendries

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. But valuations strongly favor value over growth.

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Market, Stocks, and Bonds Lessons Learned from 2022 | Weekly Market Commentary | January 9, 2023

James Hendries

economy to avoid recession, and support above-average valuations. The relationship between inflation and stock valuations is a strong one, as shown in Figure 2 , which meant the market could no longer support price-to-earnings (P/E) ratios over 20 (the same goes for the relationship between interest rates and stock valuations).

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Seeing Your Blind Spots

The Irrelevant Investor

Daniel Gilbert wrote about the dangers of relying on memory in Stumbling on Happiness : Memory is less like a collection of photographs than it is like a collection of impressionist paintings rendered by an artist who takes considerable license with his subject.

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Pockets of Vulnerabilities | Weekly Market Commentary | October 10, 2022

James Hendries

In markets that are focused on what can go wrong when monetary policy moves into restrictive territory, as it is now with global central banks raising interest rates to curtail stubbornly high inflation, the health of the banking system is always a top concern. Bank of England Forced to Step in to Save Pension Funds.