Economics Investments Valuation 
Nerd's Eye View
APRIL 3, 2024
Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.
Nerd's Eye View
OCTOBER 4, 2023
And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.
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Nerd's Eye View
MARCH 6, 2024
One way to predict future market returns is to use the past as a guide, with nearly 100 years of continuous market data since the 1920s covering a wide range of economic conditions showing that, for instance, the S&P 500 has had nearly a 10% average compounding return (7% above inflation) since 1926. Read More.
Nerd's Eye View
JANUARY 3, 2024
The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e.,
Abnormal Returns
SEPTEMBER 1, 2024
wsj.com) Good luck trying to time the stock market using valuation metrics. axios.com) Why Apple ($AAPL) would 'invest' in OpenAI. econbrowser.com) The economic data through July were largely positive. apolloacademy.com) The economic schedule for the coming week. Don't let anyone tell you otherwise.
Nerd's Eye View
JULY 5, 2023
stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., However, despite recent market trends, there is a legitimate case to be made for international diversification – starting with the basic tenet of investing that past performance does not promise future returns.
The Big Picture
APRIL 7, 2023
American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world. Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A.
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