Carson Wealth

SEPTEMBER 5, 2023

Encouragingly, the prime-age employment-population ratio was unchanged at 80.9%, which is the highest level it has been since 2001. A diversified portfolio does not assure a profit or protect against loss in a declining market. (As baby boomers retire, they leave the labor force.)

Marketing 77

Marketing Marketing Economy Compliance 77

Carson Wealth

MARCH 11, 2024

to 80.7%, which is higher than at any point between July 2001 and February 2020. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02150699_031124_C The post Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis appeared first on Carson Wealth.

Marketing 93

Marketing Marketing Economy Retirement 93

Carson Wealth

SEPTEMBER 9, 2024

That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02400621_090924_C The post Market Commentary: Slow Start to Historically Worst Month of the Year appeared first on Carson Wealth.

Marketing 59

Marketing Marketing Economy Economics 59

Carson Wealth

MAY 6, 2024

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%. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 94

Marketing Marketing Economy Numbers 94

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So the whole sector that I was covering went bankrupt. Capital rules were changing.

Assets 293

Assets Clients Investments Investing 293

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). A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 94

Marketing Marketing Economy Portfolio 94

Carson Wealth

JUNE 12, 2023

It declined ahead of the actual start of the 2001 and 2008 recessions. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01795338 The post Market Commentary: A New Bull Market is Here appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

APRIL 10, 2023

The measure rose to 80.7%, which is the highest level since 2001 and a sign that this is a strong labor market. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01725733 The post Market Commentary: Cautiously Optimistic on Markets appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

AUGUST 7, 2023

That is higher than at any point since May 2001 when it was falling. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01859485_080723_C The post Market Commentary: U.S. The prime-age employment-population ratio remained at 80.9%.

Marketing 52

Marketing Marketing Government Economy 52

Carson Wealth

MAY 22, 2023

We reviewed single-family housing starts across the five recessions that preceded the pandemic-led 2020 recession, including 1980, 1981-1982, 1990-1991, 2001, and 2007-2009. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Economics 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. A diversified portfolio does not assure a profit or protect against loss in a declining market. But does a strong labor market raise inflation concerns?

Marketing 92

Marketing Marketing Valuation Economy 92

The Big Picture

JULY 26, 2022

When you launched in 2001, you started with $50 million, $55 million, something like that? We have actually 52 people at Alpine and in our portfolio companies that are looking for deals. WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments. And so I made every mistake you can imagine.

Consulting 293

Consulting Numbers Management Investing 293

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. She is an author and former hedge fund trader, specializing in distressed assets. MIELLE: Exactly.

Assets 280

Assets Investing Investments Management 280

Carson Wealth

FEBRUARY 5, 2024

It indicates that more people are working and want to work than at any point between 2001 and 2020. A diversified portfolio does not assure a profit or protect against loss in a declining market. It’s not far below the highest level recorded over the past year when the ratio hit 80.9% in October 2023).

Marketing 93

Marketing Marketing Economy Manufacturing 93

The Big Picture

OCTOBER 5, 2024

And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. So 00:06:01 [Speaker Changed] It’s funny, I had the exact same experience with compliance at a brokerage firm in the early two thousands when I launched the big picture. You can do media.

Economy 157

Economy Education Insurance Economics 157

The Big Picture

MAY 21, 2024

Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. So, so basically this model is just a simple straight average of all the Wall Street strategists recommended allocations to stocks in a balanced portfolio.

Numbers 144

Numbers Management Banking Marketing 144

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. So we, full disclosure, we used to own the way back in 09, 10, 11, 12, or so the double line mortgage backed portfolio. Signs him, right?]

Math 144

Math Marketing Marketing Engineering 144

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. In addition, we continue to be cautious on rates but have recommended adding duration (interest-rate sensitivity) to bond portfolios as rates climbed sharply higher. Aggregate Bond Index.

Marketing 92

Marketing Marketing Economy Compliance 92