Remove 2001 Remove Compliance Remove Portfolio
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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 7521978.1._011325_C If the labor market stabilizes here, thats a pretty good place.

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Transcript: Julian Salisbury, GS

The Big Picture

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 299
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Market Commentary: Stocks Rise Ahead of Big Fed Decision

Carson Wealth

Except for 1989, the 0.50%-point cuts all coincided with recessions – 1990, 2001, 2007, and 2020 – and stocks were hit over the next 3-6 months. A diversified portfolio does not assure a profit or protect against loss in a declining market. But context is important.

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Market Commentary: S&P 500 Makes New All-Time High as Fed Goes Big

Carson Wealth

If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. Yes, 2001 and 2007 are in there, as you’ve probably heard many times the past week if you’ve watched financial media at all. First things first, why are they cutting? on average.

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We the People

David Nelson

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. Most have a compliance division to monitor employee trading. You don’t have to be a corporate insider to meet the test.

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Market Commentary: The Summer Rally Continues Amid Strong Job Gains

Carson Wealth

That’s only slightly below the high from last summer, and above 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. The prime-age employment-population ratio is a steadier measure and it was unchanged at 80.8%

Marketing 142
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Market Commentary: Best Calendar Month Over the Last 20 Years Holding True

Carson Wealth

That’s only slightly below the high from last summer, and above 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. The prime-age employment population ratio was unchanged at 80.8%