Carson Wealth

JANUARY 29, 2024

Instead, this is what happened: The economy accelerated in 2023, with GDP growth rising 3.1%, well above the 2010-2019 trend of 2.4% That’s well above the 2010-2019 average of 2.4% Even the year-over-year rate, which partly relies on year-old numbers that aren’t relevant anymore, came in at 2.9% and 2017-2019 pace of 2.8%.

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Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). annual pace, which is faster than the 2010-2019 pace of 1.2%. It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average. Since 2020, productivity has averaged a 1.4%

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Carson Wealth

JUNE 5, 2023

That’s a solid job growth number but a step down from reports through April. During the last expansion, 2010-2019, average annual payroll growth was 2.2 This measures the number of people working as a percentage of the civilian population. Compliance Case # 01787581 The post Breakout Confirmed appeared first on Carson Wealth.

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Economy Numbers Compliance Banking 52

Carson Wealth

MAY 13, 2024

The “soft” GDP number hid underlying strength, as most of the weakness was in the numbers that tend not to persist, and the payroll report was quite positive even if it missed expectations. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend. trend between 2010 and 2019.

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Carson Wealth

MAY 1, 2023

Here’s how the various components contributed to the headline number in the fourth quarter of 2022 and the first quarter of 2023. The average over the last decade (2010 – 2019) was 2.3%. For perspective on the consumption numbers from the first quarter, the pace of growth was a lot faster than the 2.3% in the first quarter.

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Carson Wealth

JUNE 26, 2023

Between 1980 and 2010, there were five recessions, and each was preceded by a huge decline in single-family housing starts. The number of permits reflects new housing units and is a leading indicator of future supply. These numbers are typical of an economy emerging from a recession. Single-family starts surged 19% in May.

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Marketing Marketing Economy Numbers 52

Carson Wealth

MARCH 25, 2024

If tech is removed from the equation, those numbers are estimated to drop approximately three points, putting stocks right in line with historical averages. One reason many claim the stock market is in a bubble is 2023 earnings were barely positive while stocks soared, implying it was all multiple expansion.

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Carson Wealth

MAY 22, 2023

Declining Housing Activity Has Foreshadowed Past Recessions Between 1980 and 2010, the U.S. However, there’s a lot of pent-up demand due to a record number of people ages 25-34 , which is prime homebuying age. Compliance Case # 01772498 The post Market Commentary: Stocks Keep Chugging Along appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

JANUARY 22, 2024

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. The average yield from 2010-2021 was just 2.34%. However, they don’t appear ready to move as early as March. As for how much the Fed will cut in 2024, the jury is still out.

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The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

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The Big Picture

SEPTEMBER 19, 2022

And from a public market, that sounds like it’s a compliance and conflict nightmare. WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go. The number of people who sort of truly globally work full time on this is a tiny fraction of the people we actually should have.

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Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. Doug Twiddy.

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The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes. That’s Barry saying it. That’s not Mike. And people who are making just total wild guesses, right?

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Assets Management Portfolio Taxes 167

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? Or at least the top, pick a number, 30, 40%. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number. So you’re talking about an average of a large number. Less, 20, 30%?

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Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

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CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

DECEMBER 14, 2022

Kathleen has been with Blackstone since 2010. RITHOLTZ: So I’m glad you mentioned that because before we get to 2010 when you moved to Blackstone, let’s talk about a tough environment. 2008 through 2010 was a particularly tough and very formative experience. That’s really an astonishing return.

Assets 157

Assets Investing Investments Portfolio 157

The Big Picture

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? RITHOLTZ: Or the flash crash in 2010 and 2011.

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Math Risk Management Marketing Marketing 144

The Big Picture

JUNE 3, 2024

The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And the thing I remember is that the day we launched that total return fund at Double On, it was actually April 6th of, of 2010, Flash crash was May 10th, I think. And effectively I did.

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Carson Wealth

JULY 22, 2024

Given we remain positive on the US economy, we think these overall earnings numbers could come in even better. You can see the surge starting in early 2023, taking production well above the 2010-2019 trend. Contrast that to what happened after 2010, when defense equipment production fell amid budget cuts.

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