With stock prices at near record highs relative to measures like earnings or cash flow, many leading analysts have predicted meager returns over the next decade.| Cornell Capital Group
A brief analysis of the third quarter’s market melt-up, highlighting extreme U.S. stock valuations, the impact of passive investing, and the implications of structural changes and AI investment for long-term returns.| Cornell Capital Group
In this video, we explore the history of the CAPE (Shiller PE) ratio, how it’s calculated, why its average has shifted higher since 1990, and why it’s a powerfu| Cornell Capital Group
Passive investing has exploded over the past decade — but is it distorting stock prices and squeezing out returns?| Cornell Capital Group
The post #66 Reflections on Investing: How Much Does AI Value AI? appeared first on Cornell Capital Group.| Cornell Capital Group
From Liberation Day Chaos to Cautious Recovery The second quarter of 2025 started with the April 2nd “Liberation Day” tariff announcement that sent shockwaves through global financial markets. What began as extreme volatility and panic selling evolved into a remarkable recovery that saw the S&P 500 not only reclaim its losses but push to a…| Cornell Capital Group
An in-depth analysis of the recent stock market decline driven by Trump’s tariffs, rising risk premiums, and shifting valuations. Insights for long-term investors| Cornell Capital Group
Elon Musk’s promises of future growth from humanoid robots and robotaxis have sustained Tesla’s high price but investors should be cautious as stock prices built on future growth expectations can drop just as quickly as they rise.| Cornell Capital Group
Led by Elon Musk's Tesla, the bull market in electric vehicle (EV) stocks had all the hallmarks of a big market delusion.| Cornell Capital Group
Six years ago, our Senior Advisor, Prof. Cornell, delivered a thought-provoking keynote at the Claremont Colleges on the Conceptual Foundations of Finance. Its insights remain highly relevant, especially in today’s volatile stock market. We invite you to watch and explore ideas that continue to challenge and inspire financial thinking. The post Conceptual Foundations of Investing: Keynote appeared first on Cornell Capital Group.| Cornell Capital Group
"Explore the impact of risk perception on market valuation in this episode of Reflections on Investing with the Cornell Capital Group. Learn how investor sentiment shapes equity risk premiums and stock prices."| Cornell Capital Group
In Q3 2024 the market continued to increase, but it was no longer driven by the big tech companies.| Cornell Capital Group
