Carson Wealth

JUNE 12, 2023

It was developed a decade ago and is a key input into our asset allocation decisions. It declined ahead of the actual start of the 2001 and 2008 recessions. Additionally, the drag from financial conditions is beginning to ease as the Fed gets closer to the end of rate hikes. The recovery in housing is notable.

Marketing 52

Marketing Marketing Economy Manufacturing 52

The Big Picture

MAY 21, 2024

So it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. But what we’ve all realized over the last, you know, 20 years since Reg FD in 2001 is that management games, their numbers, and then they beat these made up numbers systematically. You know, a big sci-fi fan.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JUNE 3, 2024

So that was in, that was in 2001 early then. And so I’ve noticed that me coming in 2001, think about it, not really a great equity market Barry Ritholtz : Dot.com implosion. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation.

Math 147

Math Marketing Marketing Engineering 147