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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 95

Marketing Marketing Economy Distribution 95

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. They are perfectly normal.

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Marketing Marketing Economy Portfolio 97

Carson Wealth

DECEMBER 18, 2023

Even small-cap stocks, which have been weighed down by higher rates, saw huge gains, with the Russell 2000 Index rising 3.5%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Economy Investing 95

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

Carson Wealth

MAY 22, 2023

The mildest decline was in 2000, when starts declined “only” 17%. The 1999-2000 period saw the Fed raise the federal funds rate by about 1.75%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Here’s what’s interesting.

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Marketing Marketing Economy Economics 52

Carson Wealth

JANUARY 2, 2024

Now relative performance doesn’t pay the bills in a down year, but value did provide some help in 2022 by outperforming growth stocks by the most since the tech bubble burst in 2000. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 86

Marketing Marketing Economy Manufacturing 86

Carson Wealth

DECEMBER 26, 2023

Notably, there was no SCR in 2000 and 2008. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The table below shows recent times investors were given coal during these seven days, and the results aren’t very good at all.

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Marketing Marketing Investing Investments 86

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Let’s round it up to 145 as much as my compliance people hate when I do that. My — my roots were very more reasonably humble. GREW: Uh-oh.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. And then I developed this macro affinity starting in 2000, really? You have to get compliance. Do you want to be in this business? 2009, 10 in that role.

Valuation 162

Valuation Clients Investing Investments 162

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?

Management 130

Management Investing Investments Government 130

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there. And the reason why I say that is, in 2000, January 1st of 2018, the federal SALT tax was initiated.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 162

Compliance Clients Wealth Management Management 162

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 NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Economy Compliance 96

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%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 65

Marketing Marketing Economy Economics 65

Carson Wealth

JULY 15, 2024

The Russell 2000 Index, a basket of small cap stocks, rose 3.6% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The ones that lost the most ground were the big technology names that have been surging recently. on Thursday.

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Investing Investments Marketing Marketing 96

Carson Wealth

AUGUST 26, 2024

on Friday, a solid day, but the Russell 2000 Index of small cap stocks was up an impressive 3.2%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. We expect that tone to shift somewhat in the coming week. The S&P 500 was up 1.1%

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Marketing Marketing Economy Communication 95

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

The small cap Russell 2000 Index soared post-election in 2016 and the Russell 2000 Value Index was the top style box performer. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 7549095.1._012125_C

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Marketing Marketing Insurance Economy 68

Carson Wealth

DECEMBER 30, 2024

One thing people say when small caps underperform is that the Russell 2000 index has a lot of negative earners. In fact, year to date (through 12/26/24), the Russell 2000 index is up almost 14% on a total return basis, versus 10.7% However, we use the S&P indices, which screen for positive earnings, so thats not an excuse.

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Marketing Marketing Valuation Economy 59

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. There is another important prediction market out there that’s even more important to us as investors—the financial markets. The S&P 500 was up 14.5%

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Marketing Marketing Numbers Compliance 139

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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.

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Manufacturing Marketing Marketing Economy 96