Sentences with phrase «rates on equity valuations»

Buffett discusses the impact of interest rates on equity valuations here:

Not exact matches

Another factor: In January, to the horror of the private equity world, the Ohio Bureau of Workers» Compensation asked a state judge for permission to publish information on the VC firms in which it invests — including company valuations and rates of return.

yields will hit the highs on close end of the day... equity markets setting up to be slammed tomorrow maybe but today they have run over weak shorts in the face of rates... the federal reserve see's this and again will wonder if they are behind on hikes, strong data, major expansion in credit, lack of wage growth rising bond yields and ballooning debt... rates will go much higher and equities will have revelations as to what that means for valuations

A reminder on interest rate front - it's essential to recognize that if one believes depressed interest rates «justify» extremely rich equity valuations, what one is really saying is that depressed interest rates «justify» dismal subsequent returns on stocks.

These valuations might be reasonable on the assumption that short - term interest rates will be kept at zero for more than 30 years, but our impression is that what's actually going on is that investors feel they have «nowhere else to go» and — as in 2000 and 2007 — are speculating without a clear recognition of the dismal long - term returns that are now priced into equities.

In that article, I listed nine equity REITs for dividend investors to consider in light of the drubbing that REIT valuations have recently taken due to fear of rising interest rates and to capitalize on the pass - through provision for REIT income included in the new tax legislation.

For example, the safe withdrawal rate changes over time depending on equity valuations and the safe withdrawal rate can be vastly different depending on your age and expectations about Social Security, see two case studies I did recently at ChooseFI and last week here on our blog.

CAPM measures required rate of return on equity investments, and it is an important element of modern portfolio theory and discounted cash flow valuation.

Portfolio Manager Mark DeVaul discusses the strength of the U.S. consumer and shares his thoughts on current market valuations, explaining why he remains optimistic about U.S. equities in the current low interest rate environment.

In that article, I listed nine equity REITs (eREITs) for dividend investors to consider in light of the drubbing that eREIT valuations have recently taken due to fear of rising interest rates and to capitalize on the pass - through provision for REIT income included in the new tax legislation.

It featured articles on whether the returns on industries as a whole mean - revert or have momentum, whether there is a valuation effect on industry returns, «social responsibility» in investing, and the existence of equity discount rate for the market as a whole.