Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. The bottom line is many bears have been proven wrong, as the economy continued to surprise to the upside, inflation came back to earth, and overall earnings estimates increased. economy. This has run contrary to most economists’ predictions.

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Marketing Marketing Economy Manufacturing 52

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Residential investment makes up under 5% of the economy , but it’s been a drag on economic growth for eight straight quarters. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

The Better Letter

MARCH 18, 2025

Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. NARRATOR: “Next time you are tempted to make a market prediction, you might recall that the global economy has a few more than 52 variables.” Between 1985 and 2024, there were 8.5 upsets per tournament (4.7

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Numbers Marketing Marketing Medicine 75

Carson Wealth

SEPTEMBER 9, 2024

or more percentage points above the lowest point of that average over the last 12 months, the economy is likely in the early months of a recession. from 2005-2007. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Economy Economics 65

Carson Wealth

MARCH 27, 2023

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. This is the ninth straight rate increase and brings rates to their highest level since 2007. Compliance Case # 01705649 The post Market Commentary: Stocks Are Quite Resilient appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

MARCH 20, 2023

Lastly, the Financial Select Sector SPDR ETF remains above the 2007 peak. S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

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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.

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Brown Advisory

JUNE 12, 2017

In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% All the big brokerage firms have large compliance departments, and they should. Berkshire’s share price and shareholders’ equity per share have compounded at an amazing pace that is almost twice the 9.7%

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Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% All the big brokerage firms have large compliance departments, and they should. Berkshire’s share price and shareholders’ equity per share have compounded at an amazing pace that is almost twice the 9.7%

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

DECEMBER 14, 2022

RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? MCCARTHY: And that’s because real estate in strong economies can generate a basically very strong alpha in weaker times or in an inflationary environment we’re in right now. RITHOLTZ: 16 percent annually, net of fee?

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Assets Investing Investments Portfolio 162

The Big Picture

SEPTEMBER 5, 2023

I don’t care whether the economy is strong or weak, it’s not going to be the same. It’s a lot more spread out than it was, and I think that says a lot about how the economy is expanding into this sort of year-round living. And I just don’t think that’s- RITHOLTZ: It’s not realistic. RITHOLTZ: Right?

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Sales Numbers Marketing Marketing 130

Carson Wealth

FEBRUARY 24, 2025

We had a 100-year pandemic that shut down the global economy and then a second vicious 25% bear market in 2022. Across 2024: Overall household debt grew by 3% Disposable income grew by 5% In some ways, thats what driving the economy, even as households become less levered. Think about all of this a little more.

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Marketing Marketing Economy Planning 81

Carson Wealth

SEPTEMBER 3, 2024

economy, only to get past those worries almost as quickly and see stocks move right back to new highs (or near new highs). A Bullish Signal for the Economy Two things to think about today. Since the Great Financial Crisis (GFC) ended 15 years ago our economy has been in a recession only 1.1% of the time. of the time.

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Marketing Marketing Taxes Economy 141