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. We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Better Letter

APRIL 6, 2023

According to Fidelity , the financial services firm that administers about $10 trillion in assets and has more than 40 million workplace participant accounts, the average 401(k) balance is only around $100,000 and the average Boomer balance (a demographic that is in or near retirement) is only around $200,000. points since 2008.

Retirement Planning 102

Retirement Planning Retirement Planning Financial Planning 102

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. However, since that time a slew of strong economic data, including elevated inflation numbers, came in.

Marketing 52

Marketing Marketing Banking Economics 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. ” Who are the number one users of TurboTax?

Management 222

Management Investing Investments Assets 222

Carson Wealth

MARCH 20, 2023

A high number indicates worry is increasing about a bank’s solvency. Money is flowing from small banks to large banks, and large banks are in solid financial shape. Lastly, the Financial Select Sector SPDR ETF remains above the 2007 peak. Think of credit default swaps as the price of insurance against potential losses.

Banking 52

Banking Marketing Marketing Startup 52

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Do do we care about round numbers like a hundred million or 500 million in sales? There’s no guarantee.

Management 162

Management Investing Investments Portfolio 162

Carson Wealth

SEPTEMBER 9, 2024

from 2005-2007. The “insured unemployment rate,” which measures the number of unemployed people continuing to receive unemployment benefits as a percent of covered employment, is at 1.2% – above where it was pre-pandemic. For perspective, it was running around 1.2-1.3% from 2017-2019, and around 1.3-1.6%

Marketing 65

Marketing Marketing Economy Economics 65

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. However, there’s a lot of pent-up demand due to a record number of people ages 25-34 , which is prime homebuying age.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

OCTOBER 18, 2019

This fact is on the minds of a growing number of investors today who are concerned about the market’s direction. CBOE S&P 500 Implied Correlation Index, 1/1/2007-8/30/2019 Source: Chicago Board Options Exchange (CBOE). Any number of factors could cause valuations to quickly readjust or correlations to spike.

Marketing 52

Marketing Marketing Valuation Numbers 52

Brown Advisory

OCTOBER 18, 2019

This fact is on the minds of a growing number of investors today who are concerned about the market’s direction. CBOE S&P 500 Implied Correlation Index, 1/1/2007-8/30/2019. Any number of factors could cause valuations to quickly readjust or correlations to spike. Source: Chicago Board Options Exchange (CBOE). Global Macro.

Marketing 52

Marketing Marketing Valuation Numbers 52

Brown Advisory

SEPTEMBER 21, 2022

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2022

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

Trade Brains

JULY 7, 2024

In June 2024, the NIFTY 50 allocated 34.11% of its weight to financial services, which includes banking, 12.06% to information technology, 12.52% to oil and gas, 8.03% to consumer goods, and 8.06% to the automotive sector. It’s an American stock exchange based in New York City, USA. It’s heavily weighted towards technology stocks.

Marketing 52

Marketing Marketing Electronics Economy 52

The Big Picture

AUGUST 15, 2023

RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. Or at least the top, pick a number, 30, 40%. 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.

Management 130

Management Investing Investments Government 130

Brown Advisory

JULY 1, 2016

Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.” These factors tend to limit the number of passive vehicles available to fill specific niches in a portfolio.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.” These factors tend to limit the number of passive vehicles available to fill specific niches in a portfolio.

Investing 52

Investing Investments Portfolio Assets 52

Trade Brains

APRIL 30, 2023

As of 2018, India ranked third on the list of countries with the highest number of family-owned businesses with 111 such companies. At the time of his death in 2002, Reliance was already a conglomerate having its business in the Oil and Gas, Refining, petrochemical, Electricity, Telecom, and Financial services industries.

Management 52

Management Pharmaceutical Engineering Ethics 52

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation.

Sales 130

Sales Numbers Marketing Marketing 130

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. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. You know, we bought Hilton in June of 2007. BARATTA: Yeah.

Assets 162

Assets Investing Investments Valuation 162

Carson Wealth

FEBRUARY 24, 2025

For perspective, here are the numbers for 2019: Overall household debt grew by 4.4% However, its lower than the minimum we saw during the 2003-2007 expansion cycle. The number of consumer foreclosures fell 1% in Q4, following a big 12% drop in Q4. Disposable income grew by 2.7% Its the opposite. of a year ago. It averaged 9.2%

Marketing 81

Marketing Marketing Economy Planning 81

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 298

Valuation Education Numbers Government 298