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Arguably, it would be more frustrating still if Facebook did quite well – growing by 50% a year rather than doubling, or whatever is required by the elevated valuation set by Wall Street.
So to be specific, Carlyle's PE funds have performed well, even when investing through elevated valuation periods.
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Earnings season kicks off in the US [on Tuesday] and investors will be hoping for robust gains in profitability in order to justify the market's elevated valuations.
Earnings season kicks off in the US tomorrow and investors will be hoping for robust gains in profitability in order to justify the market's elevated valuations.
The flip side is that the best companies are now raising Series A money at elevated valuations, setting the bar extremely high for themselves going forward.
Much of that will ultimately land in emerging markets like those of Latin America, rendering slightly elevated valuations less of a concern.
It's also likely not something you want in your portfolio permanently, but more a temporary strategy for more elevated valuations and lower volatility.
Investors have grown concerned about elevated valuations, with stocks hovering near record highs for most of the month.
As with any single indicator you should exercise caution and consider other factors, including potentially elevated market valuations currently and your own portfolio needs.
"We remain concerned re: elevated risks to valuation from a growth and/or margin 'downshift' for Apple," Abramsky writes, slapping a target price of $70 on Apple's stock.
The end result is that elevated stock market valuations, adjusting to a steady slowing of the stimulus tap, start to become a little less appealing as the ability to generate profits starts to matter a little more.
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