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. Also, the number of NYSE stocks on the rise surged, which is exactly what was needed for the next phase of this bull market to continue.

Marketing 96

Marketing Marketing Economy Distribution 96

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. We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

DECEMBER 26, 2023

A large spike in the number of overbought stocks in the S&P 500 is a very bullish signal. Notably, there was no SCR in 2000 and 2008. But when there is an SCR, those numbers jump to 10.2% You can read more about the RSI from our friends at Investopedia here. The average yearly gain for the S&P 500 has been 9.1%

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

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%. However, there’s a lot of pent-up demand due to a record number of people ages 25-34 , which is prime homebuying age. The other periods saw rates go up by 4.0% Here’s what’s interesting.

Marketing 52

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 Conference Board’s measure has not been as bad, but even that index has recorded numbers below pre-pandemic levels. However, this may be changing.

Marketing 89

Marketing Marketing Economy Manufacturing 89

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes. The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded.

Assets 173

Assets Management Portfolio Marketing 173

Trade Brains

SEPTEMBER 20, 2024

billion by 2027 and the number of online gamers expected to grow to 18.6 OnMobile Global OnMobile Global , established in 2000, is a leading mobile entertainment company headquartered in Bangalore, India. The company has established strong partnerships with local governments to ensure compliance with evolving regulations.

Government 52

Government Education Marketing Marketing 52

The Big Picture

MAY 23, 2023

Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. Let’s round it up to 145 as much as my compliance people hate when I do that. And maybe it’s the combination of strategies, maybe it’s a combination of strategies with additional transparency or additional liquidity?

Clients 162

Clients Management Engineering Investing 162

The Big Picture

SEPTEMBER 10, 2024

And then I developed this macro affinity starting in 2000, really? So that’s, that’s number one. Because the claims numbers were better. I mean, 19 times, you know, next year’s numbers is, you know, which would be the end of the year is lower than what we’re trading today. 2009, 10 in that role.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. 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. I don’t remember the number. So you’re talking about an average of a large number. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

Sara Grillo

JUNE 20, 2022

He said that it actually worked pretty well, because just by the sheer number of people he was talking to on a weekly basis, there was enough lead activity that came out of it. I had a book that I took over as a very small book, but go out and prospect Banister to build it, do as much as you can and hit you hit your numbers.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Sara Grillo

MAY 23, 2022

A growing number of financial planners are operating their practices from a position that, to a higher extent than ever before, puts the client at the center and not only pushes the products aside but eliminates them from the offering. It was 2000, so what… In that case, to get involved or… I guess. So yeah, I think.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

APRIL 11, 2022

He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets. RICK FERRI, CFA: I ended up retiring in 2000. It’s all your number… How much are you managing it? Okay, how do you come up with that number?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. MILLER: The term back then was, here’s a good appraiser, good in air quotes and good translated into making the number. Just keep it fair.

Sales 130

Sales Numbers Marketing Marketing 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. RITHOLTZ: There’s safety in numbers. For a lot of funds, the early 2000 saw a lot of opportunity in the distressed market and in other spaces. The numbers are correct.

Assets 285

Assets Investing Investments Management 285

The Big Picture

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. KLINSKY: That was a super hot theme in the year 1999 and 2000. RITHOLTZ: Right. KLINSKY: Right.

Investing 263

Investing Investments Numbers Banking 263

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 before you knew it, she was the number one salesperson for selling to professional salons in the whole country. RITHOLTZ: Compliance, legal, and risk. RITHOLTZ: Really?

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. 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. I promise in real life, when we’re trading, we get the sign right like 3 out of 4 times.

Valuation 173

Valuation Investing Investments Numbers 173

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. But when there is an SCR, those numbers jump to 10.4% When Santa doesnt come, those numbers fall to only 5.0% and 66.7% (but note those numbers will improve once this year is in the books).

Marketing 70

Marketing Marketing Economy Economics 70

Carson Wealth

JULY 15, 2024

We still see strong potential for productivity gains to help sustain the expansion and will be watching the numbers carefully in the second half. The Russell 2000 Index, a basket of small cap stocks, rose 3.6% The Federal Reserve Our Outlook 2024 Forecast: “All signs point to inflation easing back to the Fed’s target in 2024.

Investing 97

Investing Investments Marketing Marketing 97

The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. 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. That’s a giant number. Half is a giant number.

Management 147

Management Investing Investments Assets 147

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. Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not. So that’s number one.

Portfolio 147

Portfolio Management Marketing Marketing 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? They had good year over year numbers. You know, they’re doubling and troubling and these are incredible numbers and growth and blah, blah, blah. It was at the time, the number one producer of DISC drives. That was one.

Engineering 130

Engineering Consulting Manufacturing Investing 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

The small cap Russell 2000 Index soared post-election in 2016 and the Russell 2000 Value Index was the top style box performer. These numbers are clearly over the Feds 2% target. However, more recent numbers look even better. Compliance Case # 7549095.1._012125_C on the release day (January 15 , 2025).

Marketing 73

Marketing Marketing Insurance Economy 73

The Big Picture

NOVEMBER 4, 2024

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. 00:12:59 And that, that pivot started in 2000 with Athena Health. They’re a number of technologists that are now interested in healthcare. 00:06:19 [Speaker Changed] Yes. 00:06:20 [Speaker Changed] Huh. And drug costs.

Healthcare 130

Healthcare Medical Investing Investments 130

Carson Wealth

JULY 1, 2024

The number of new all-time highs in the first half, the second best of the millennium, also signals a greater likelihood of above-average second half returns. 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.

Marketing 139

Marketing Marketing Numbers Compliance 139

Carson Wealth

NOVEMBER 11, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020. This is up from just over 82 million four years ago.

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%. Given we remain positive on the US economy, we think these overall earnings numbers could come in even better. Here are two nice charts showing this story.

Manufacturing 97

Manufacturing Marketing Marketing Economy 97