Carson Wealth

JANUARY 2, 2024

The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction. Compliance Case # 02045931_010224_C The post Market Commentary: Top Charts From 2023 Set the Scene For 2024 appeared first on Carson Wealth.

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Marketing Marketing Economy Manufacturing 89

Carson Wealth

NOVEMBER 20, 2023

On Tuesday, the Russell 2000 Index, which is composed of small-caps, gained nearly 5.4%, marking one of its best days ever. We believe this is evidence that a significant economic slowdown may not be necessary to move core inflation toward the Fed’s target. Only 17% of the items are running above 7% inflation.

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The Big Picture

JANUARY 21, 2025

You, you wrote at the journal through the.com implosion as well as the whole runup to 2000 September 11th, the great financial Crisis. I did it in 2000, 2002. It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people.

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Investments Investing Management Retirement 147

Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. Compliance Case # 02079559_012224_C The post Market Commentary: S&P 500 Index Hits a New All-Time High appeared first on Carson Wealth. They are perfectly normal.

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Marketing Marketing Economy Portfolio 97

International College of Financial Planning

JUNE 14, 2023

It is important to note that a new NISM certification must be obtained before the expiry of the existing certificate to ensure compliance with guidelines. Registering as a SEBI investment advisor ensures compliance with regulations and instils trust among clients.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Carson Wealth

AUGUST 14, 2023

Overall net worth has increased significantly over time, from $44 trillion in 2000 to close to $150 trillion today. Since 2000, credit card debt has gained 106%, but net worth has risen nearly 250%. Compliance Case # 01867067_081423_C The post Market Commentary: Down for Two Consecutive Weeks appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Food Compliance 52

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 162

Valuation Clients Investments Investing 162

Carson Wealth

DECEMBER 26, 2023

Americans are Feeling More Jolly It’s been a puzzle as to why Americans have been in a funk, despite strong economic growth, low unemployment, rising incomes (even after adjusting for inflation), and even strong consumption trends. Notably, there was no SCR in 2000 and 2008.

Marketing 89

Marketing Marketing Investments Investing 89

The Big Picture

JULY 26, 2022

RITHOLTZ: And not the one that maybe happened sometime in 2022 and certainly not 2000. WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments. So when you look at this macro environment, it seems to be pretty supportive of economic expansion generally. 09, the financial crisis? WEAVER: ’08. ‘0.

Consulting 298

Consulting Numbers Management Investments 298

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running. In 2000, right.

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Trade Brains

SEPTEMBER 13, 2024

These investors evaluate market conditions and adjust their tactics based on regional economic indicators as well as worldwide trends. KFin Technologies leverages cutting-edge technology to enhance efficiency and ensure compliance, offering a range of services tailored to the needs of the financial sector. Price to Earnings Ratio 71.53

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Wealth Management Banking Management Portfolio 59

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded. Things like leading economic indicators, et cetera, are all consistent with historical recessions. That’s Barry saying it. That’s not Mike.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

AUGUST 15, 2023

You had the run up in the dot coms to 2000. Let me say what your compliance wouldn’t allow you to say. You guys were killing it in the mid 2000s. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. And what was his response?

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Management Investments Investing Government 130

The Big Picture

MARCH 27, 2023

There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. MIELLE: Exactly. RITHOLTZ: Right.

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Assets Investments Investing Management 285

Carson Wealth

OCTOBER 16, 2023

Cole bombing coincided with the tech bubble bursting in 2000. Most of the major drawdowns have taken place during or near a recession, including those in 1956, 1973, and 2000-2001. The largest economic vulnerability is similar to the hazards presented by the Ukraine conflict.

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Marketing Marketing Economy Compliance 96

The Big Picture

SEPTEMBER 5, 2023

And so the idea is that, what I’ve heard is like, hey, we’re going into a recession or a weak economic period so therefore everybody’s going to go into work four and a half days a week because they want face time with their boss. And you definitely have some industries or some companies that want five days a week right now.

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Sales Numbers Marketing Marketing 130

The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. KLINSKY: That was a super hot theme in the year 1999 and 2000. RITHOLTZ: Sorry about the theft of that last (inaudible).

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Investments Investing Numbers Banking 263

The Big Picture

MARCH 21, 2023

ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. I just want to put in — RITHOLTZ: That’s correlated? ASNESS: Yes.

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Valuation Investments Investing Numbers 173

Carson Wealth

DECEMBER 23, 2024

It upped its view of economic growth and said things looked pretty good on the economic front. Notably, there was no SCR in 2000 and 2008, not the best times for investors, and potentially a major warning that something wasnt right. The small cap index, the Russell 2000, fell 4.4%. The S&P 500 is only 3.6%

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Marketing Marketing Economy Economics 72

Mr. Money Mustache

JANUARY 16, 2025

Since my investments are quite a bit higher than that (especially after these recent years of crazy economic growth and the never-ending stock market rally), Im still way under budget. Also, I get a secondary benefit of not having to buy house insurance, which saves me another $2000 per year, boosting my effective return on that payoff.

Retirement 88

Retirement Medical Insurance Budgeting 88

Carson Wealth

JULY 15, 2024

which together form the foundation of continued economic growth … All told, the economy looks nicely positioned as we head into 2024, with continued consumer strength providing the foundation and the massive headwind of Fed policy potentially turning into a tailwind. The Russell 2000 Index, a basket of small cap stocks, rose 3.6%

Investments 97

Investments Investing Marketing Marketing 97

Carson Wealth

AUGUST 26, 2024

The Time Has Come for Policy to Adjust Federal Reserve Chair Jerome Powell gave a short address Friday at the annual Economic Symposium run by the Federal Reserve Bank of Kansas City in beautiful Jackson Hole, Wyoming. on Friday, a solid day, but the Russell 2000 Index of small cap stocks was up an impressive 3.2%.

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Marketing Marketing Economy Communication 95

The Big Picture

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. And I think that helped fuel the smart beta boom of the 2000 tens. I think ity economics would argue you have to protect your capital to survive. It’s what it is.

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Portfolio Management Marketing Marketing 147

The Big Picture

JANUARY 14, 2025

You graduate with a bachelor’s in economics. Maybe we should do this out from under the compliance regulations of a broker dealer? 00:17:16 [Speaker Changed] Starting back, this is around 2000 let’s say. Last time you were on a panel, we were talking about the rise of, of some emerging managers, including yourself.

Management 147

Management Investments Investing Assets 147

The Big Picture

DECEMBER 10, 2024

00:14:15 [Speaker Changed] What was Silver Lake like in 2000 as the dot coms all imploded? And it, you know, it was a very challenging economic environment. They have a bunch of databases, there’s compliance issues, there’s, you know, cyber, there’s there all kinds of things.

Engineering 130

Engineering Consulting Manufacturing Investments 130

Carson Wealth

JANUARY 21, 2025

The small cap Russell 2000 Index soared post-election in 2016 and the Russell 2000 Value Index was the top style box performer. Economic expectations over the next year have lifted from where they were pre-election, although were likely to get slower real growth than the 3.0% Compliance Case # 7549095.1._012125_C

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Marketing Marketing Insurance Economy 75

Carson Wealth

NOVEMBER 11, 2024

Small caps were the big winner on the day, though, as the Russell 2000 gained nearly 6% for its best day since November 2022. Potential higher deficits, more spending, better economic growth and tariffs (which are potentially inflationary) were all cited as reasons for the move higher. In the end, the 10-year yield added 0.14

Marketing 95

Marketing Marketing Economy Numbers 95

Carson Wealth

JULY 22, 2024

Weakness was focused in the technology sector and some of the index’s largest stocks, but there was resilience beneath the surface and the small cap Russell 2000 Index climbed 1.7%. The past week has been incredible for small caps, with the Russell 2000 up at least 1% five days in a row. on average.

Manufacturing 97

Manufacturing Marketing Marketing Economy 97

Carson Wealth

DECEMBER 30, 2024

Verdict: Correct Our proprietary leading economic index (LEI) for the US never indicated a recession in 2023 or 2024. (We We did expect inflation to pull back, allowing the Fed to cut, but we also expected economic growth to stay strong (thus avoiding recessionary cuts). Two: Our Proprietary LEI suggests expansion continues.

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Marketing Marketing Valuation Economy 64