The Big Picture

JULY 15, 2025

And I think the people involved at the time would agree with this, that in institutional investor, there was a quantitative analysis slot. They get your date of birth and your social security number. And then number three is gonna be sentiment and valuation. So, so valuation is going to reflect sentiment.

Investments

Barry Ritholtz

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. All our economic actions are taking place across time.

Valuation

Barry Ritholtz

MAY 21, 2024

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. That’s right.

Finance