Carson Wealth

MAY 6, 2024

So, it is likely that markets will continue to focus on the economic resilience and business resourcefulness that have been clearly demonstrated. The prime-age employment population ratio rose in April to 80.8% — that’s only slightly below the high from last summer and above anything between 2001 and 2019, when it peaked at 80.4%.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

SEPTEMBER 9, 2024

The good news is that the preponderance of economic data clearly tells us we’re not in a recession right now. That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). It’s correctly indicated every recession since 1970. The bad news is that the Sahm Rule triggered in July and remains triggered in August.

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. Our Leading Economic Index (LEI) Says the Economy is Not in a Recession We have long believed the economy can avoid a recession this year, as we wrote in our 2023 outlook. It declined ahead of the actual start of the 2001 and 2008 recessions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

APRIL 10, 2023

Stocks were relatively flat last week in the face of weak economic data. Still, in the face of slowing economic reports, we were impressed stocks were able to hold onto some gains. The measure rose to 80.7%, which is the highest level since 2001 and a sign that this is a strong labor market.

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

APRIL 8, 2024

The measure is at 80.7%, exactly where it was a year ago and higher than at any point between July 2001 and February 2020. The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. But does a strong labor market raise inflation concerns?

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

AUGUST 7, 2023

Some may view the lower-than-expected jobs numbers as heralding a recession, but more likely they are signs of economic normalization not weakness. That is higher than at any point since May 2001 when it was falling. That is the simplest measure of underlying economic growth and provides a positive signal.

Marketing 52

Marketing Marketing Government Economy 52

Carson Wealth

JANUARY 22, 2024

Waller noted that in the past the Fed had lowered rates reactively, quickly, and by large amounts, but that was after shocks to the economy threatened recession (like in 2000-2001 and 2007-2008). Compliance Case # 02079559_012224_C The post Market Commentary: S&P 500 Index Hits a New All-Time High appeared first on Carson Wealth.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Big Picture

MARCH 27, 2023

So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. You have a lot — RITHOLTZ: The emerging manager category?

Assets 285

Assets Investing Investments Management 285

The Big Picture

JULY 26, 2022

When you launched in 2001, you started with $50 million, $55 million, something like that? 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. RITHOLTZ: And it still worked out.

Consulting 298

Consulting Numbers Management Investing 298

Carson Wealth

OCTOBER 16, 2023

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. But there are cases where geopolitical risk played some role in the decline.

Marketing 96

Marketing Marketing Economy Compliance 96

The Big Picture

OCTOBER 5, 2024

You, you graduate western Kentucky in 2019, triple major financial management, economics and business data analytics. Yeah, I didn’t even know you could major in economics till I got to college. Like the fact that I didn’t know economics was a major until I got to college. I didn’t. You did not.

Economy 162

Economy Education Insurance Economics 162

Carson Wealth

JANUARY 27, 2025

Here we break it down by all post-election years going all the way back to 1897 and as you can see, only Bush in 2001 saw a negative return during this year in the cycle in more recent times. Compliance Case # 7569585.1._012725_C They did it again during the 4.2% stock decline in August and September.

Marketing 78

Marketing Marketing Compliance Economy 78

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.

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 this was the amount of monetary growth, and this is what we call M two inside of, in, in the wonky economics world. Jeffrey Sherman : Yeah.

Math 147

Math Marketing Marketing Engineering 147