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Weekend Reading For Financial Planners (January 11–12)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)

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3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. And even though U.S.

Valuation 246
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10 Monday AM Reads

The Big Picture

Venture-capital investments are plunging, along with valuations of prepublic companies. Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks. This is a risk factor from China.

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4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies. 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.,

Economics 246
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March Madness: Final Four Investing Bracket 2025

Dear Mr. Market

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. While Lockheed Martin remains a solid performer with government contracts and steady demand, it lacks the same growth potential as Eli Lilly , which is positioned to benefit from the global healthcare push.

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Why does Corporate Governance matter in investments?

Truemind Capital

The numbers look fantastic from all angles. However, one fine day people come across some disturbing red flags regarding corporate governance practices in the company. Would you consider it a buying opportunity, given the fact that the stock is now available at much lower valuation multiples (PE/PB, etc) compared to a few weeks ago?

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At the Money: Matt Hougan on Responsible Crypto Investing

The Big Picture

And we’ve had a number of them when for a year or two crypto currencies can be down, you know, 50 percent or worse. Bitcoin’s valuation technique is different from other crypto assets like Ethereum. government acquiring one million Bitcoin. With crypto. I love the expression crypto winter.

Investing 148