The Big Picture

FEBRUARY 7, 2024

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. They don’t have debt, so they’re borrowing from banks and using bank loans.

Investing 296

Investing Investments Valuation Portfolio 296

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

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. msn.com) Finance JP Morgan Chase ($JPM) is once again adding bank branches. ft.com) Nvidia ($NVDA) has added some $500 billion market cap in just six weeks or so. markets.businessinsider.com) Newsletter writers are bullish. morningstar.com) What kind of investor are you?

Financial Advising 264

Financial Advising Valuation Manufacturing Media 264

Abnormal Returns

MAY 8, 2023

financial-planning.com) The biz What variables matter when it comes to RIA valuation. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. (investmentnews.com) How JP Morgan Chase ($JPM) is trying to hold onto First Republic advisers.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

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. Markets Wall Street strategists views on the market can differ in the short and long term. awealthofcommonsense.com) Crypto Bitcoin had a good week.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. nytimes.com) Finance When will the big banks fix its Zelle fraud problem? morningstar.com) Why have energy stocks and oil prices diverged? msn.com) Texas is feeling the pain of the crypto mining downturn. bloomberg.com) Is there a way forward for crypto, post-FTX?

Startup 244

Startup Marketing Marketing Financial Advising 244

Wealth Management

APRIL 25, 2023

banks have been preparing themselves for drops in asset valuations for office properties on their books, reported Financial Times. Multifamily owners and managers are experiencing serious staff shortages, according to Bisnow. These are among current must reads for investors in commercial real estate.

Valuation 162

Valuation Banking Assets Management 162

Abnormal Returns

MARCH 20, 2024

(marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. apolloacademy.com) How much longer can banks and office owners push out loan expirations? institutionalinvestor.com) How rising interest rates have affected interest coverage ratios for leveraged loans.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Should you buy Trent despite having a high valuation? Citi Bank sees bright prospects for Trent. The bank’s optimism stems from Trent’s strong performance. This article will examine Trent Ltd.’s

Valuation 98

Valuation Retail Food Marketing 98

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Financial Planner 246

Financial Planner Clients Tax Planning Taxes 246

Abnormal Returns

JANUARY 10, 2024

entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' axios.com) Why banks are borrowing from the Fed's bank term funding program. (awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023.

Financial Advising 173

Financial Advising Valuation Banking Media 173

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. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Top clicks this week A primer on free cash flow. gmo.com) Five arguments against a value stock revival.

Medical 162

Medical Valuation Banking Financial Market 162

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

MarketWatch

APRIL 19, 2023

in premarket trades on Wednesday after the regional bank said it added $2 billion in deposits from March 31 to April 14. While we experienced elevated net deposit outflows immediately following the closure of other banks, deposit balances quickly stabilized,” the bank said. NYCB, M&T Bank Corp. Chiaverini.

Banking 75

Banking Valuation Insurance Taxes 75

A Wealth of Common Sense

FEBRUARY 13, 2024

There are now six stocks in the S&P 500 with trillion-dollar valuations: Microsoft ($3.1 Bank of America noted in a research piece last week that Nvidia by itself is now worth more than the entire Chinese stock market. trillion) Apple ($2.9 trillion) Nvidia ($1.8 trillion) Amazon ($1.8 trillion) Google ($1.9

Marketing 136

Marketing Marketing Valuation Banking 136

MarketWatch

APRIL 12, 2023

GS on Wednesday drew an upgrade to buy from hold at UBS on the stock’s attractive valuation and lower risk profile than its peers.

Valuation 75

Valuation Wealth Management Banking Assets 75

The Big Picture

DECEMBER 1, 2022

central bank! (20 Investors need to recognize: The economy has thus far remained resilient; Corporate Profits have remained robust; Consumers are still spending; Households and corporate balance sheets are healthy; Valuations have become more attractive; Seasonal patterns are positive (see chart above via JC ). 20 % chance ).

Economy 295

Economy Economics Valuation Marketing 295

Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy.

Investing 62

Investing Investments Valuation Advertising 62

Nerd's Eye View

JANUARY 3, 2024

Notably, banks face pressure on several fronts, including declining values of longer-term debt holdings impacting balance sheets, savers shifting out of savings accounts as they seek higher-yielding money market funds, and record-level office vacancy rates that hinder the refinancing of low-rate real-estate loans into higher-rate loans.

Economics 246

Economics Marketing Marketing Economy 246

Validea

FEBRUARY 10, 2025

Paulsen offers unique perspectives on how markets have evolved over his 40-year career, from the days when investors checked bank signs for daily Dow quotes to today’s high-speed algorithmic trading environment.

Valuation 52

Valuation Communication Retail Banking 52

Validea

MARCH 27, 2025

By using the PEG ratio, Lynch sought to identify stocks that were not only growing quickly but also trading at valuations that made sense relative to that growth. Net Cash Position for Financial Stocks For banks and financials, net interest margins and leverage are also considered. OZK BANK OZK $45.38 $5,155 7.4

Investing 80

Investing Investments Banking Portfolio 80

The Big Picture

FEBRUARY 27, 2023

I am purposefully omitting the specifics and the names of the fund managers, sponsors, banks, etc.) Our tendency as a species towards overconfidence can combine with a little bit of knowledge; ultimately, this leads to fundamental misunderstandings. Let’s consider another question, this one on U.S.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Mish Talk

NOVEMBER 9, 2022

Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance. Up until a year ago, Bitcoin's entire life was in a declining interest rate, massive central bank liquidity push environment. Today's chart will follow. FTX chart courtesy of CoinDesk. Price points added by Mish. That environment has changed.

Valuation 306

Valuation Marketing Marketing Banking 306

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

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. This brought the total sales to around 42,000 crores since September 27th, when a key policy decision was announced by the People’s Bank of China. The bank cut a key interest rate and lowered bank reserve requirements.

Valuation 52

Valuation Marketing Marketing Government 52

MarketWatch

APRIL 10, 2023

Northern Trust should gain deposits in its wealth management business amid turmoil in the regional banking sector, Juneja said in a research note. Its current valuation is in line with its average historical premium to its peers, which is why JPMorgan is neutral on the stock. JPMorgan is also neutral on Bank of New York Mellon Corp.

Banking 52

Banking Valuation Wealth Management Management 52

Calculated Risk

NOVEMBER 26, 2024

A couple of participants observed that the banking system was sound but that there continued to be potential risks associated with unrealized losses on bank assets. A couple of participants noted concerns about asset valuation pressures in other markets.

Banking 124

Banking Economy Commission Economics 124

Validea

JANUARY 18, 2025

LPL Financial Holdings (LPLA) This investment advisory firm earns perfect scores by combining strong growth with reasonable valuations. Preferred Bank (PFBC) This California-based bank demonstrates both quality and value characteristics. The bank maintains healthy ROE around 15.2% ROE averages 15.2%

Financial Services 52

Financial Services Valuation Banking Debt Management 52

MarketWatch

MARCH 17, 2023

stock indexes opened lower on Friday, giving back some of Thursday's gains as investors still assessed the health of the banking sector after First Republic Bank was rescued by a group of major U.S. The Dow Jones Industrial Average lost 138 points, or 0.4%, to 32,130. Visit MarketWatch.com for more information on this news.

Banking 52

Banking Valuation Marketing Marketing 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. Given the strength of the technical indicators, the path of least resistance is higher. trillion.

Marketing 105

Marketing Marketing Valuation Economics 105

Abnormal Returns

NOVEMBER 1, 2022

every.to) Q3 saw big drops in startup valuations. abnormalreturns.com) Spending does more than change your bank balance. (wsj.com) Women are still scarce in the top levels of private equity. axios.com) Venture capital Why venture capital is ripe for disruption. cbinsights.com) The top 100 universities ranked by startup founders.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Trade Brains

SEPTEMBER 21, 2024

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. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%. billion as of December 2023.

Banking 111

Banking Financial Services Insurance Assets 111

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

Discipline Funds

MARCH 10, 2023

The Silicon Valley Bank crisis is interesting because people are looking at banking as the tsunami. The banking bust we’re seeing now was sewn during COVID. As irrational exuberance took hold of the markets we saw a huge surge in the valuations of private equity firms.

Risk Management 145

Risk Management Banking Economy Valuation 145

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

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? (om.co) Twitter really hates paying its bills. platformer.news) VC You can expect to see more startups closing up shop as funding dries. hunterwalk.com) Focus matters for VCs.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Trade Brains

JULY 12, 2023

Should you buy HDFC Bank shares : Leaving giants of international banking like Morgan Stanley, HSBC, and Bank of China behind, this bank will become the 4th largest bank in the world. HDFC Bank was incorporated in 1994, and within 30 years, it has become India’s biggest private sector bank.

Banking 52

Banking Retail Distribution Valuation 52