Trade Brains

SEPTEMBER 15, 2023

Year Total Revenue (Rs in Crores) Profit after tax (Rs in Crores) 2019 514.02 Year Operating Profit Margin Net Profit Margin 2019 8.69% 2.55% 2020 7.93% 4.87% 2021 4.83% -2.68% 2022 9.13% 6.81% 2023 11.41% 7.63% Return Ratios: RoCE and RoE The company’s performance appears to be positive based on its return ratios. 4 2020 0.33

Planning 105

Planning Manufacturing Compliance Commission 105

Carson Wealth

MAY 6, 2024

It’s clear how inflation broadened out in June 2022 relative to December 2019. The picture for March 2024 looks closer to what it did in December 2019, rather than June 2022. As the chart shows: In December 2019, just 10% of categories had inflation rates above 4% year over year. annual pace between 2005 and 2019.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

AUGUST 12, 2024

The current number remains consistent with the 2018-2019 average, despite a larger labor force now. The insured unemployment rate also hasn’t deviated meaningfully from what we’ve seen the past couple of years or the 2018-2019 average. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 95

Marketing Marketing Numbers Economy 95

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% and 2017-2019 pace of 2.8%. That’s well above the 2010-2019 average of 2.4% average between 2005 and 2019 and closer to the late 1990s. and indicates the economy has strong momentum.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

SEPTEMBER 30, 2024

From the end of 2019 through 2024 Q2, real GDP growth was revised up from 9.4% over the entire 2010-2019 era, and even over the relatively stronger 2017-2019 period, it grew only 2.8%. That’s lower than the 2019 average of 7.3%, but not that much lower. annualized pace from 2005-2019). points: Germany grew just 0.3%

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

JULY 24, 2023

pace of growth between 2010 and 2019, but it also matches the pace of growth over the three years prior to the pandemic (2017-2019) when economic growth picked up. A diversified portfolio does not assure a profit or protect against loss in a declining market. over the past year. That is not only stronger than the average 2.3%

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

SEPTEMBER 23, 2024

But we think now is more like the normalization cuts we saw in 1984, 1995, and 2019, all of which saw continued gains a year later. It turns out they are and the last time we saw this was in 2019. Full disclosure: we’re overweight these areas of the equity market in our model portfolios. Are rate cuts near all-time highs normal?

Marketing 96

Marketing Marketing Economy Economics 96

David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. Most have a compliance division to monitor employee trading. It’s morally wrong and Americans should demand an end to it.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

Carson Wealth

OCTOBER 7, 2024

That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). in 2019, 5.9% Since the end of 2019, the S&P 500 is up 92%. A diversified portfolio does not assure a profit or protect against loss in a declining market. The prime-age employment population ratio was unchanged at 80.9% in September.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

NOVEMBER 4, 2024

In 2019, monthly job growth averaged 166,000 but we saw four months with 100,000 or fewer jobs created. The 2017-2019 pace was 3.1%.) Keep in mind that the Fed was easing rates even in 2019, amidst a solid job market. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MARCH 11, 2024

For perspective, monthly job growth in 2019 averaged 166,000. To break it down, income growth across the economy is a sum of: Employment growth Wage growth Growth in hours worked Over the last three months, income growth has run at an annualized pace of 4.7%, putting it right at the 2018-2019 average. That is true, but 3.9%

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

MARCH 25, 2024

As Lee Corso would say, “Not so fast, my friends.” From the end of 2019 through March 15, 2024, the S&P 500 has gained 71%. As of February, starts are up 35% from the prior year and are now 27% above the 2019 average. Permits, which are a sign of future supply, are up 30% year-over-year and 19% higher than the 2019 average.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

DECEMBER 9, 2024

For reference, the 2019 average was 166,000. 6 million level we saw in 2018-2019. million level we saw in 2018-2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. It was strong even in 2022 and 2023, which was another clue that a recession wasnt imminent. Hires fell to 5.3

Marketing 69

Marketing Marketing Economy Manufacturing 69

Carson Wealth

DECEMBER 16, 2024

Still, lets focus on where excess inflation is coming from for CPI and compare the November data to December 2019 (when headline and core CPI were up 2.3% in December 2019. Thats adding 0.52%-points to excess headline CPI relative to December 2019, and 0.65%-points to excess core CPI. y/y versus the 2018-2019 average of 3.7%.

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

APRIL 29, 2024

in the first quarter, well above the 2010-2019 average pace of 2.4%. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02219915_042924_C The post Market Commentary: Is “Sell in May” Still Relevant? Think of it like core GDP. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

MAY 20, 2024

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%. That’s similar to the pace of 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. OER remains elevated, but it’s easing (albeit slowly).

Numbers 97

Numbers Marketing Marketing Insurance 97

Carson Wealth

JULY 17, 2023

Take note the other years they expected lower prices during the final six months of the year were 1999, 2019, 2020, and 2021. That’s still higher than the 2018-2019 average of about 3-3.5%. A diversified portfolio does not assure a profit or protect against loss in a declining market. That comes out to a very impressive 12.2%

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

NOVEMBER 6, 2023

million in 2019. In 2018-2019, financial stresses and a slowdown prompted an about-face and led the Fed to eventually cut rates. A diversified portfolio does not assure a profit or protect against loss in a declining market. Between 1996 and 1999, the unemployment rate averaged 4.8%. Before the pandemic, this averaged 1.2-1.3%.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

MAY 30, 2024

Within this dynamic landscape, Vedanta emerges as a key player, renowned for its diversified portfolio encompassing zinc, lead, silver, copper, iron ore, aluminum, and oil & gas. The company’s diverse portfolio positions it strategically to capitalize on shifts in global demand patterns and commodity prices. Net profit (Cr.)

Planning 59

Planning Portfolio Electronics Compliance 59

Carson Wealth

JULY 29, 2024

almost broke the economy in 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02340063_072924_C The post Market Commentary: More Reasons We Think This Bull Market Has Plenty of Life Left appeared first on Carson Wealth. for almost a year now.

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

OCTOBER 30, 2023

Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. Median net worth rose 37% between 2019 and 2022. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01956333_103023_C The post Market Commentary: How Bad Is It? That added 1.3

Marketing 96

Marketing Marketing Economy Government 96

Trade Brains

SEPTEMBER 26, 2024

NSE also oversees compliance by its members and listed companies with relevant rules and regulations. Regulatory compliance: Operating in a highly regulated industry, NSE must comply with strict legal and regulatory requirements. Any failure in compliance may lead to penalties, fines, or reputational damage, impacting operations.

Compliance 90

Compliance Banking Management Risk Management 90

Carson Wealth

SEPTEMBER 11, 2023

That has helped the economy stay resilient and, in fact, grow faster over the past year than it did on average between 2010 and 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. Who Holds U.S. Government Debt? government has about $32 trillion in outstanding debt.

Marketing 93

Marketing Marketing Government Economy 93

Carson Wealth

SEPTEMBER 16, 2024

Interestingly, August also had a perfect week, making this the first time since September and October 2019 we saw back-to-back months with a perfect week. A diversified portfolio does not assure a profit or protect against loss in a declining market. last week and was higher all five days of the week, completing a perfect week.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

NOVEMBER 13, 2023

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. Quarterly productivity data can be quite noisy, so it helps to broaden the horizon.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

JUNE 17, 2024

For reference, the corresponding pace in 2019 was 3.6% (which is consistent with the Federal Reserve’s target of 2% inflation). Inflation for this category peaked at 9% year over year in 2022 but it has pulled all the way back to 3.5% – which is where it was in late 2019. In Q4 2023, rent and OER averaged an annualized pace of 5.4%.

Marketing 86

Marketing Marketing Valuation Economy 86

Carson Wealth

APRIL 17, 2023

The first signal is the S&P 500 had its best first quarter since 2019, up 7.0%, which came on the heels of a 7.1% A diversified portfolio does not assure a profit or protect against loss in a declining market. Housing inflation may also be turning a corner. Other areas of inflation remain hot, which will keep the Fed worried.

Marketing 98

Marketing Marketing Food Economy 98

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? So like down to the point the portfolio insurance was consuming somewhere around 30 to 40% of the, the volume on the s and p 500 on a normal basis.

Assets 173

Assets Management Portfolio Taxes 173

Carson Wealth

DECEMBER 18, 2023

3% in 2023 after adjusting for inflation, which would be above the 2010-2019 trend. That is why we seek to control risk in our portfolios. While we are overweight stocks versus bonds, we think core bonds will increasingly return to their traditional role as a portfolio diversifier. The economy appears poised to grow around 2.5-3%

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

MAY 13, 2024

The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend. trend between 2010 and 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. We were able to capture this in real time using our LEI. This was after many bears had turned bullish.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

NOVEMBER 20, 2023

We reviewed the items that make up core services ex housing — about 105 in the PCE data — and calculated the distribution of year-over-year price increases in three periods: December 2019, before the pandemic September 2022, near peak inflation September 2023, the most recent data The chart below shows how the distribution has evolved.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

SEPTEMBER 9, 2024

That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). from 2017-2019, and around 1.3-1.6% A diversified portfolio does not assure a profit or protect against loss in a declining market. The prime-age employment population ratio was unchanged at 80.9% back in May). That’s historically low.

Marketing 72

Marketing Marketing Economy Economics 72

Trade Brains

NOVEMBER 15, 2023

IREDA IPO – About The Industry The outstanding credit of major financing Non-Banking Financial Companies (“NBFCs”) reached roughly ₹9,399 billion in Fiscal 2023, at a 10% CAGR from Fiscal 2019. Such non-compliance in the future can adversely affect the company’s reputation, cash flows and results of operations.

Government 59

Government Compliance Commission Banking 59

Carson Wealth

OCTOBER 14, 2024

over the past year (bottom panel of the chart), which is in line with what we saw before the pandemic in 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02458465_101424_C The post Market Commentary: Bull Market Turns Two appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

AUGUST 14, 2023

In addition, credit card debt as a percentage of disposable income is 21%, which is still lower than it was at the end of 2019, when it was 22%, and well beneath the 2003-2019 average of 26%. between 2018 and 2019, which was consistent with core inflation running at 2% (the Fed’s target). Shelter inflation averaged 3-3.5%

Marketing 52

Marketing Marketing Food Compliance 52

Carson Wealth

AUGUST 21, 2023

Vehicle production is now higher than it was at any point in 2019. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Vehicle production has rebounded to the highest level it has been since 2018, which means it’s even higher than at any point in 2019.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

MAY 15, 2023

However, as the chart below shows, that’s still higher than 2018-2019 when monthly increases averaged about 0.3%. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01764264 The post Market Commentary: Hanging Tough appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Food Economy 52