Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The global economy was in shambles, and people were losing their jobs all around. Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. More Signs the Economy Is Holding Up Looking Under the Hood at Inflation On Thursday, we received inflation data from the Personal Consumption Expenditure Index (PCE), the Federal Reserve’s preferred metric of inflation. across 2018-2019.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. The economy is normalizing, which could loosen tight financial conditions and boost cyclical activity. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MAY 20, 2024

Despite the path of the economy, inflation, the election, geopolitics, or the Fed’s actions, what matters at the end of the day is what markets do. That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%. but well above the 2018-2019 average of 3.2%. It rose at an annualized pace of 5.2%

Numbers 97

Numbers Marketing Marketing Insurance 97

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

Marketing 96

Marketing Marketing Economy Investments 96

Carson Wealth

JULY 17, 2023

That’s still higher than the 2018-2019 average of about 3-3.5%. 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.

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

MAY 15, 2023

Stocks tend to lead the economy, so just because the economic headlines are poor now doesn’t mean they will be in the future. Stocks tend to sniff out better times, and we continue to believe the economy will surprise to the upside the second half of this year. In the face of banking and economic concerns, stocks are holding the line.

Marketing 52

Marketing Marketing Food Economy 52

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

AUGUST 21, 2023

The economy has surprised to the upside and stocks had one of their best starts to a year. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. But the direction suggests much about how the economy is doing.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

AUGUST 28, 2023

Recent economic data from China show that the world’s second largest economy is in trouble. economy is likely to be minimal. In short, China’s economy is in trouble. Usually, the industrial side of the economy makes up for slow consumer spending, but not this time. Any adverse impact on the U.S. and financial markets.

Marketing 52

Marketing Marketing Economy Economics 52

The Better Letter

MARCH 18, 2025

Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. 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.” It was even enforced.

Numbers 75

Numbers Marketing Marketing Medicine 75

Carson Wealth

APRIL 10, 2023

Then Silicon Valley Bank crashed in early March, raising fears the economy would buckle if a widespread banking crisis followed. In addition, the BLS revised all unemployment benefit claims data going back to 2018. We also believe the employment data implies the economy is still positioned to avoid a recession this year.

Marketing 52

Marketing Marketing Economy Banking 52

The Big Picture

DECEMBER 6, 2022

Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 162

Clients Investments Investing Management 162

Carson Wealth

JULY 5, 2023

But instead, stocks had one of their best six-month starts and the economy shows no signs of slowing. Business investment is rising once again, and that’s a big deal for the economy. The recent uptrend stands in sharp contrast to 2018-2019 when aircraft orders were declining amid Boeing’s 737-Max woes.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? In fact, you had suggested public markets decoupled from the real economy.

Investments 147

Investments Investing Clients Assets 147

Carson Wealth

AUGUST 14, 2023

between 2018 and 2019, which was consistent with core inflation running at 2% (the Fed’s target). 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.

Marketing 52

Marketing Marketing Food Compliance 52

Trade Brains

JULY 12, 2022

In the free-market economy, things do not work as intended and a lot of big organizations are blamed for hoarding these carbon credits which has caused the asymmetry in supply. With compliance with the regulations and certification standards. In Crores Company 2018 2019 2020 2021 2022 Revenue ? Company Profile. Renewable energy.

Certification 52

Certification Consulting Government Clients 52

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. Tell us a little bit about that trade.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

SEPTEMBER 10, 2024

I mean, if you take out the government spending, you probably are on a recession in a private economy. A term that we sort of invented in 2018, which I regret now. And that’s your focus on government, both fiscal and monetary support for the economy. You have to get compliance. You have all these different roles.

Valuation 162

Valuation Clients Investing Investments 162

The Better Letter

MARCH 16, 2023

Five 11-seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, and UCLA in 2021. Note to self: The global economy has many more than 52 variables. The 11 and 10 seeds win 39 percent of the time. Peter’s made the Elite Eight last year as a 15. It was even enforced.

Math 95

Math Numbers Medicine Marketing 95

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. 2018 Annual Shareholders Meeting The 2018 meeting will occur on Saturday, May 5, 2018, in Omaha, Nebraska. Munger said to count him as a skeptic if you think a legalistic approach will work. A good fisherman can find more fish in China.”

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. 2018 Annual Shareholders Meeting. The 2018 meeting will occur on Saturday, May 5, 2018, in Omaha, Nebraska. Munger said to count him as a skeptic if you think a legalistic approach will work. A good fisherman can find more fish in China.”.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JANUARY 1, 2023

There are many disturbing parallels in today’s global economy. We invested in five new companies during the year which was the most since 2018. It is a “scale economies shared” business model where customers, the company and shareholders can all win.

Investing 52

Investing Investments Valuation Clients 52

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. RITHOLTZ: That started in 2018. And the reason why I say that is, in 2000, January 1st of 2018, the federal SALT tax was initiated. And I just don’t think that’s- RITHOLTZ: It’s not realistic. MILLER: Yeah.

Sales 130

Sales Numbers Marketing Marketing 130

Carson Wealth

MARCH 24, 2025

17 of 19 members now say inflation uncertainty is higher, versus 14 in December 18 members say inflation risks are higher, versus 15 in December At the same time, members are a lot more worried about a slowing economy and rising unemployment. Even more members think this as of March.

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

JANUARY 27, 2025

And gold was also a better diversifier than either during the Great Financial Crisis and in 2018. 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.

Marketing 78

Marketing Marketing Compliance Economy 78

Carson Wealth

DECEMBER 16, 2024

Only once has December been the worst month of the year for the S&P 500 (2018). y/y versus the 2018-2019 average of 3.7%. y/y versus the 2018-2019 average of 3.3%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

FEBRUARY 18, 2025

Interestingly, we didnt see a similar increase in 2018 2019 amid the trade war, but this time around markets may be sensitive to the fact that were in a generally higher inflation regime. It doesnt mean the economy will go into a recession we still believe underlying strengths will overcome some of these headwinds.

Marketing 110

Marketing Marketing Economy Compliance 110

Carson Wealth

APRIL 7, 2025

Howard Marks, Founder of Oaktree Capital, said it best in a Bloomberg interview on Friday, The world economy and the world order beyond the economy meaning geopolitics and international relationships has been shook up like a snow globe by the events of the last days, and nobody knows what it’s going to look like.

Marketing 91

Marketing Marketing Investing Investments 91

The Big Picture

MAY 21, 2024

Because these regulated banks had to hire all these legal and compliance and expert folks to make sure we weren’t doing anything bad, right? I think it’s not just new economy chip purveyors, but it’s also the companies that buy the chips and become better. Yeah, 00:49:17 [Speaker Changed] I think that’s right.

Numbers 147

Numbers Management Banking Marketing 147

Carson Wealth

JANUARY 6, 2025

Short-term yields fell on Fed rate cuts, although fewer than expected at the start of the year as the economy topped expectations. We think the current expected slower path of rate cuts is very unlikely to push the economy into a recession on its own, but it will make the economy more sensitive to other shocks.

Marketing 64

Marketing Marketing Economy Government 64

Carson Wealth

JANUARY 21, 2025

Those high rates arent good for some important areas of the economy, but they do have their upside for savers. In 2016 2017 Trumps election was seen as a major boon to smaller businesses and cyclical sectors of the economy leading up to inauguration. y/y versus the 2018-2019 average of 3.6%. we had over the last eight quarters.

Marketing 75

Marketing Marketing Insurance Economy 75

Carson Wealth

OCTOBER 2, 2023

Other factors also suggest the economy may not be facing a consumption cliff. This is going to be a steep challenge, but for now the government will stay open and there will be no immediate impact on the economy. Why the Student Loan Restart Shouldn’t Crash the Economy Student loans started accruing interest on Sept.

Marketing 96

Marketing Marketing Government Economy 96

Carson Wealth

OCTOBER 21, 2024

No matter how you slice it, this has been a great time to be an investor and it’s a pretty good referendum on the state of the economy. Looking back, the trade war of 2018-2019 created a lot of volatility. That would help control the deficit, but it also has the potential to be a shock to the economy.

Marketing 96

Marketing Marketing Taxes Economy 96

Carson Wealth

FEBRUARY 10, 2025

Tariff Tussle Resolved, But Its Only the Opening Round In this weeks Commentary we take a deeper dive on tariffs and their potential impact on the economy and markets. Trade makes up ~ 70% of both economies GDP. Whereas exports are not a significant piece of the US economy. Lets look back at what happened in 2018.

Marketing 69

Marketing Marketing Taxes Economy 69

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.

Marketing 142

Marketing Marketing Taxes Economy 142

Carson Wealth

JULY 22, 2024

We’ve seen improving production trends in several key areas of the economy, including high tech equipment, automobiles, and defense. Given we remain positive on the US economy, we think these overall earnings numbers could come in even better. This is a big deal for the economy as production came to a halt after the pandemic hit.

Manufacturing 97

Manufacturing Marketing Marketing Economy 97