Carson Wealth

MARCH 27, 2023

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. This is the ninth straight rate increase and brings rates to their highest level since 2007.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. Compliance Case # 02079559_012224_C The post Market Commentary: S&P 500 Index Hits a New All-Time High appeared first on Carson Wealth. They are perfectly normal.

Marketing 97

Marketing Marketing Economy Portfolio 97

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

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running. I love Judge John Hodgman.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

JUNE 12, 2017

Berkshire Hathaway In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3%

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% Berkshire Hathaway.

Investments 52

Investments Investing Ethics Taxes 52

The Big Picture

AUGUST 15, 2023

SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. This is the summer of 2007. RITHOLTZ: 2007. Let me say what your compliance wouldn’t allow you to say. So back in 2007. And what was his response?

Management 130

Management Investments Investing Government 130

The Big Picture

SEPTEMBER 5, 2023

And so the idea is that, what I’ve heard is like, hey, we’re going into a recession or a weak economic period so therefore everybody’s going to go into work four and a half days a week because they want face time with their boss. And you definitely have some industries or some companies that want five days a week right now.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? You could argue buying that in 2007 was the worst possible time.

Assets 162

Assets Investments Investing Portfolio 162

Carson Wealth

FEBRUARY 24, 2025

However, its lower than the minimum we saw during the 2003-2007 expansion cycle. Compliance Case # 7667418.1_022425_C The post Market Commentary: Seeing the Big Picture – Stocks Still Making New Highs and Household Balance Sheets Are Healthy appeared first on Carson Wealth.

Marketing 85

Marketing Marketing Economy Planning 85

The Big Picture

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. And there was one conversation very early in my career, this was actually 2007, where I was interviewing with an asset manager and I pre-meeting, asked them what they thought of the market.

Portfolio 147

Portfolio Management Marketing Marketing 147

Carson Wealth

SEPTEMBER 3, 2024

Yes, stocks hit new highs right before COVID and in early 2007, but the great majority of the other times over the past generation new highs have meant an economy that was growing, not an economy in a recession. As you can see, prior to the 2010s, the primary balance was always in positive territory as economic expansions wore on.

Marketing 142

Marketing Marketing Taxes Economy 142