Section
Valuations
10 posts
A Review of 1929
Nearly a century later, the crash has lessons for us.
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
The Rally Is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First.
In a wide-ranging conversation on Excess Returns with hosts Matt Zeigler and Justin Carbonneau, Schwab's Chief Investment Strategist…
Market Breadth Returns: What the S&P 500's Broadening Rally Means for Portfolios
A market long dominated by a narrow band of mega-cap technology names is showing signs of redistribution. In…
Discipline Over Heroics: Why Avoiding Mistakes Matters More Than Making Brilliant Calls
Joseph Hosler of Auour Investments revisits a foundational investment text and finds its warnings more timely than ever.
What the Market Is Betting On: Mauboussin and Callahan's Framework for Reading Expectations
by AdvisorAnalyst.com Staff Every stock price contains a confession. Part of it admits what a company earns today.…
Stock Market Bubbles Are Rarer Than You Think — 232 Years of Data Prove It
A landmark Yale study spanning U.S. market history from 1792 to 2024 challenges one of finance's most durable myths: that what goes up must come crashing down.
Add Context, and Stock Market Valuations are Fair
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.
Denise Chisholm: What the Market Already Discounted
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments April 23, 2026 When investors ask about risk,…