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. That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. in October. Over the last six months, core CPI has run at a 3.2%

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

AUGUST 19, 2024

As we will discuss below in more detail, we still believe the US economy is just fine. And finally small cap stocks caught a bid, the Russell 2000 Index of small cap stocks climbing 2.5% The economy’s underlying fundamentals are sound but there are segments where tight Fed policy is having a bite. according to CME calculations.

Retail 96

Retail Marketing Marketing Sales 96

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Even small-cap stocks, which have been weighed down by higher rates, saw huge gains, with the Russell 2000 Index rising 3.5%.

Marketing 96

Marketing Marketing Economy Investments 96

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. economy, despite the skeptics. But the Fed was determined in its fight against inflation as the economy continued to defy expectations. Top Charts of the Year What a year it has been!

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Residential investment makes up under 5% of the economy , but it’s been a drag on economic growth for eight straight quarters. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

DECEMBER 26, 2023

Households were already fairly positive about their own finances (also witnessed by their willingness to spend), but now their perception of the broader economy is turning up. Notably, there was no SCR in 2000 and 2008. This wonderful cocktail of positive developments for American households is welcome news around the holidays.

Marketing 89

Marketing Marketing Investing Investments 89

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

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. Certainly, we don’t wish that on the economy. 09, the financial crisis? WEAVER: ’08. ‘0. RITHOLTZ: Okay. WEAVER: Yes. WEAVER: Right.

Consulting 298

Consulting Numbers Management Investing 298

Trade Brains

SEPTEMBER 13, 2024

As FPIs look for possibilities in India’s expanding economy, this trend keeps going. 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

Wealth Management 59

Wealth Management Banking Management Portfolio 59

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. There’s a continual, the economy continues to grow. 00:26:24 [Speaker Changed] Given that, what are the risks to the US economy and to the markets from too much passive investments flowing into equities. That’s Barry saying it. It goes so far.

Assets 173

Assets Management Portfolio Marketing 173

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.

Valuation 130

Valuation Investments Investing Assets 130

The Big Picture

SEPTEMBER 10, 2024

And then I developed this macro affinity starting in 2000, really? I mean, if you take out the government spending, you probably are on a recession in a private economy. And that’s your focus on government, both fiscal and monetary support for the economy. You have to get compliance. 2009, 10 in that role.

Valuation 162

Valuation Clients Investing Investments 162

Carson Wealth

OCTOBER 16, 2023

Geopolitical events can be tragic; yet, in many cases the economy and stock markets take them in stride. Although we continue to believe yields are rising due to an improved economy, stocks will need yields to at least level off before a major rally can take place. Cole bombing coincided with the tech bubble bursting in 2000.

Marketing 96

Marketing Marketing Economy Compliance 96

The Big Picture

SEPTEMBER 5, 2023

I don’t care whether the economy is strong or weak, it’s not going to be the same. And the reason why I say that is, in 2000, January 1st of 2018, the federal SALT tax was initiated. And I just don’t think that’s- RITHOLTZ: It’s not realistic. MILLER: It’s not realistic in my mind. MILLER: Right.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

JANUARY 24, 2023

KLINSKY: That was a super hot theme in the year 1999 and 2000. So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down. RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches. RITHOLTZ: Right.

Investing 263

Investing Investments Numbers Banking 263

Carson Wealth

DECEMBER 23, 2024

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%. In short, the economy and markets are looking at elevated interest rates over the next two years.

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

JULY 15, 2024

Our most important calls for the year were that the economy would avoid a recession and equity markets would see solid gains supported by continued earnings growth. The Economy Our Outlook 2024 forecast: “Overall, in 2024, we see productivity growth compensating for slower job gains in the U.S., So far so good. Stocks outperform bonds.”

Investing 97

Investing Investments Marketing Marketing 97

Carson Wealth

AUGUST 26, 2024

The big rally two weeks ago was sparked by further confirmation the US economy isn’t headed straight into a recession, but more likely is just seeing a standard midcycle slowdown. was judged more than the economy could handle and rates were cut a total of 0.75 They are also typically more sensitive to the overall economy.

Marketing 95

Marketing Marketing Economy Communication 95

The Big Picture

DECEMBER 10, 2024

00:14:15 [Speaker Changed] What was Silver Lake like in 2000 as the dot coms all imploded? It’s underappreciated for the strategic value that it plays in the economy, but you’re investing in the wrong companies at the wrong price. I said, what’s going on right now is the other 90% of the economy is being digitized.

Engineering 130

Engineering Consulting Manufacturing Investing 130

The Big Picture

NOVEMBER 4, 2024

00:12:59 And that, that pivot started in 2000 with Athena Health. So if you can manage drug compliance better, and most importantly, the easiest but not easy thing to do is to keep people out of the hospital appropriately. 00:44:44 [Speaker Changed] Ju literally just had this conversation yesterday with my head of compliance.

Healthcare 130

Healthcare Medical Investing Investments 130

The Big Picture

MAY 16, 2023

In 2000, I mean, sorry, in 1980, I was 15 years old, I’m sneaking into comedy clubs watching, you know, Jim Carrey and Dave Thomas and, you know, like everybody could show up on a night. I mean, a lot of the best trades that Cramer did as a hedge fund manager, you know, tapping out before everything went to hell in 2000.

Media 290

Media Investing Investments Valuation 290

Carson Wealth

JANUARY 21, 2025

Those high rates arent good for some important areas of the economy, but they do have their upside for savers. In 2016 2017 Trumps election was seen as a major boon to smaller businesses and cyclical sectors of the economy leading up to inauguration. Compliance Case # 7549095.1._012125_C we had over the last eight quarters.

Marketing 75

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. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. The services sector (which makes up more than 60% of our economy) is very strong.

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%. We’ve seen improving production trends in several key areas of the economy, including high tech equipment, automobiles, and defense. on average.

Manufacturing 97

Manufacturing Marketing Marketing Economy 97

Carson Wealth

DECEMBER 30, 2024

on discussing the economy, an area where our prediction for no recession in 2023 and 2024 was seen as quite bonkers at the time. Verdict: Mixed We expected headwinds from the investment side of the economy to fade as interest rates eased in anticipation of Fed cuts, especially housing. for the S&P 600.

Marketing 64

Marketing Marketing Valuation Economy 64

Carson Wealth

JULY 1, 2024

Digging in more, the Russell 2000 small cap index was up less than 2%, while many of the “Magnificent 7” large cap tech-oriented names continued to sport impressive gains. Futures for the Russell 2000 Index of US small cap stocks moved a similar amount during the debate, but unlike the S&P 500 continued to climb overnight.

Marketing 139

Marketing Marketing Numbers Compliance 139