article thumbnail

Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. wired.com) Bond bear markets are different than stock bear markets. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands.

Valuation 302
article thumbnail

1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Thursday links: most narratives

Abnormal Returns

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.

article thumbnail

Monday links: termination by email

Abnormal Returns

nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Fidelity has cut its valuation for Twitter shares, again. nextbigideaclub.com)

article thumbnail

Financial Market Round-Up – Apr’24

Truemind Capital

Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Mid & small cap indices witnessed some correction after the SEBI expressed concerns regarding frothy valuations and nudged mutual funds to restrict inflows. European indices also saw decent returns.

article thumbnail

At the Money: Stock Picking vs. Value Investing 

The Big Picture

He co-hosts the Behind the Markets podcast with Wharton finance Professor Jeremy Siegel and has helped update and revise Siegel’s Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies. Dividends come from earnings, and so those are sort of anchors to valuation.

Investing 296
article thumbnail

Should you buy Trent despite its high valuation?

Trade Brains

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Should you buy Trent despite having a high valuation? The post Should you buy Trent despite its high valuation? In the end, Trent is a part of the retail industry’s success story.