Nerd's Eye View

JULY 5, 2023

stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. As the U.S. The outperformance of U.S. The outperformance of U.S.

Valuation 246

Valuation Economics Portfolio Investments 246

The Big Picture

JUNE 20, 2024

In response to repeated inquiries from BofA clients, Savita looked at numerous indicators that collectively suggest markets are topping. The table above shows the major market peaks going back to 1990. But as prior history has taught us, all bull markets eventually come to an end. appeared first on The Big Picture.

Marketing 195

Marketing Marketing Valuation Media 195

Abnormal Returns

SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. politico.com) Why market economics doesn't necessarily work in health care. econofact.org) The economic schedule for the coming week. abnormalreturns.com) The question with emerging market equities is if, not when.

Financial Advising 290

Financial Advising Valuation Economy Economics 290

The Big Picture

APRIL 7, 2023

My end-of-week, market’s-closed-but-BLS-open Good Friday reads: • Here’s What Happens at the IRS After You File Your Taxes Refunds can come in five days—or a few months. American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world.

Valuation 298

Valuation Advertising Economy Food 298

Abnormal Returns

JULY 11, 2024

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. scheplick.com) NA beer Athletic Brewing is riding the wave of interest in NA beverages to a much higher valuation.

Financial Advising 247

Financial Advising Valuation Media Economy 247

Abnormal Returns

AUGUST 6, 2023

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." fastcompany.com) Hunter Walk, "We are absolutely not through the worst of the pain from the market reset." should let China continue to shoot itself in the (economic) foot. nytimes.com) Why the U.S.

Financial Advising 246

Financial Advising Startup Economics Valuation 246

Abnormal Returns

MAY 19, 2023

Economics Margaret Hoover talks with Felix Salmon author of "The Phoenix Economy: Work, Life, and Money in the New Not Normal." conversationswithtyler.com) Cardiff Garcia talks about the economics of innovation with Heidi Williams and Caleb Watney. Aswath Damodaran about stock valuations, market efficiency, and the rise of AI.

Economics 130

Economics Valuation Economy Investments 130

The Big Picture

DECEMBER 1, 2022

As we have been discussing since May of this year, there are increasing signs we have been groping for a bottom in the equity markets. Some are known and already priced in, more are ambiguous, not fully reflected in market prices, and some are random surprises that by definition markets have not accounted for. 50% chance ).

Economy 295

Economy Economics Valuation Marketing 295

The Big Picture

APRIL 24, 2023

If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as to “ Are we in a new bull market? ” Sometimes it’s phrased as “ Is the bear market over? ” I believe this is the wrong way to think about bull and bear markets. Paret’s discussion of overseas gains.

Economics 299

Economics Portfolio Valuation Marketing 299

A Wealth of Common Sense

SEPTEMBER 19, 2023

There are a lot of factors that drive the performance of financial markets over time. Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. Plus you have to consider demographics, productivity and innovation.

Accounting 142

Accounting Retirement Marketing Marketing 142

Abnormal Returns

OCTOBER 16, 2022

rogersplanning.blogspot.com) Strategy How market bottoms are made. ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. on.ft.com) Companies Instacart keeps slashing its valuation in anticipation of an IPO. stayathomemacro.substack.com) The economic schedule for the coming week.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Abnormal Returns

AUGUST 17, 2023

finance.yahoo.com) Markets Valuations don't matter in the short term. etf.com) How options income ETFs are marketed. morningstar.com) Economy Any single economic data point is filled with noise. Rates Mortgage rates are at levels not seen since 2001. axios.com) Global government bond yields are at 15-year highs.

Financial Advising 246

Financial Advising Valuation Manufacturing Media 246

Abnormal Returns

JUNE 25, 2023

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

Financial Advising 245

Financial Advising Valuation Retail Media 245

Abnormal Returns

MARCH 20, 2024

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago. spyglass.org) This is Apple's ($AAPL) brand promise.

Financial Advising 254

Financial Advising Startup Valuation Economy 254

Mish Talk

DECEMBER 22, 2022

Amazon AMZN Market Cap. billion making it the first company to lose over $1 trillion in market cap. Tesla TSLA Market Cap. Tesla has lost about $727 billion in market cap but it likely will not be next. Facebook META Market Cap. This is an impressive effort by Meta, down $759 billion in market cap from its peak.

Marketing 210

Marketing Marketing Valuation Economics 210

Abnormal Returns

AUGUST 9, 2023

klementoninvesting.substack.com) Why are market cap weighted indices hard to beat for managers? axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. awealthofcommonsense.com) Base effects matter when analyzing economic data. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

DECEMBER 28, 2022

Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' tomtunguz.com) Instacart continues to slash its valuation. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession.

Financial Advising 243

Financial Advising Valuation Media Economy 243

The Big Picture

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Economics 246

Economics Valuation Marketing Marketing 246

The Big Picture

AUGUST 31, 2023

The move from crypto to artificial intelligence has fueled the markets this year, but some are questioning how much of it is real. The move from crypto to artificial intelligence has fueled the markets this year, but some are questioning how much of it is real. Nvidia is not the first giant tech company to trade at a rich valuation.

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

Nerd's Eye View

OCTOBER 28, 2022

From there, we have several articles on practice management: A new report shows that RIA profitability and AUM soared in 2021, buoyed by a strong stock market and new client growth. The key considerations for advisors considering terminating a forgivable note early.

Financial Planner 246

Financial Planner Clients Valuation Economics 246

Discipline Funds

OCTOBER 9, 2024

This is especially true in the pricing of the US stock market. On the one hand you might assume that high valuations are bad because “expensive” usually implies bad. On the other hand, you could argue that high valuations simply reflect a price premium. There’s two ways to look at something like this.

Valuation 85

Valuation Economy Financial Planning Economics 85

The Big Picture

JUNE 2, 2023

million people in the US labor market. Monthly NFP is likely the single most overrated economic data point in the US, while the intermediate term employment trend is the most underrated. Fair Value : Valuation of equities is one of those things that seems to confuse so many. Each month, about 1.5%

Numbers 312

Numbers Valuation Retirement Economics 312

Abnormal Returns

JANUARY 10, 2024

Markets Anything can happen in the stock market over the short run. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023.

Financial Advising 174

Financial Advising Valuation Banking Media 174

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. March saw an equity market gain for the fourth time in six months, with the S&P 500 returning 7%.

Marketing 105

Marketing Marketing Valuation Economics 105

Abnormal Returns

NOVEMBER 6, 2022

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

Medical 163

Medical Valuation Banking Economics 163

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. Inflection Point? Tuesday: Durable Goods.

Marketing 105

Marketing Marketing Economics Taxes 105

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. The bottom line: A big first quarter could indicate the bull market is alive and well.

Marketing 96

Marketing Marketing Valuation Economy 96

Nerd's Eye View

JUNE 27, 2023

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

Financial Advisor 217

Financial Advisor Clients Valuation Communication 217

Trade Brains

OCTOBER 7, 2024

The Chinese market has struggled since 2020 due to COVID-19, real estate issues, and tech company crackdowns. Recently, Indian markets have corrected, mainly because of the Israel-Lebanon conflict, US recession fears, and changing investment patterns. US markets follow closely with a P/E of 26.06.

Valuation 52

Valuation Marketing Marketing Government 52

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 16, 2024

Weekly Market Insights: Investors Begin To See The Light In Upbeat Week. 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. Stocks Rock And Roll It was a rocky week that ended on a high note. Housing Starts.

Marketing 111

Marketing Marketing Taxes Economics 111

The Big Picture

JULY 21, 2023

Wall Street Journal ) • Market Resilience or Investors In Denial? I am not a market prognosticator for a simple reason. Markets, as is their wont, live to surprise, and the first six months of 2023 has wrong-footed the experts (again). Then she created the most popular doll in history. A Mid-year Assessment for 2023!

Engineering 239

Engineering Valuation Communication Media 239

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

Investing 96

Investing Investments Marketing Marketing 96

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Influencing this market rally were positive corporate earnings reports. This trend continued throughout the week, contributing to the overall market momentum. Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Treasury note yield is expressed in basis points.

Marketing 105

Marketing Marketing Economics Taxes 105

Mish Talk

NOVEMBER 9, 2022

Market Still Reeling From Collapse of FTX Yesterday I noted Crypto Crash Is Led by a Whopping 88 Percent Plunge in FTX Here is the chart I posted yesterday. Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance. Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance.

Valuation 306

Valuation Marketing Marketing Banking 306