Carson Wealth

SEPTEMBER 23, 2024

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. But as we’ve been writing all year, we do not see a recession coming and with inflation back to manageable levels, there was simply no reason to have interest rates up over 5%. on average.

Marketing 96

Marketing Marketing Economy Economics 96

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. And then I was the beneficiary of the TMT bubble bursting in 2001. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. SALISBURY: Yes.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. RITHOLTZ: So you lasted two or three years, and then you get tapped to go to London in 2001. BARATTA: In November of 2001, when I moved over — RITHOLTZ: Sure.

Assets 162

Assets Investments Investing Valuation 162