The Big Picture

MARCH 6, 2025

At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. So what specific inflation indicators are you watching closely in 2025?

Economy 162

Economy Economics Food Banking 162

Carson Wealth

MARCH 17, 2025

In last weeks commentary, we took a look at tariff policy, the market uncertainty it was creating, and what was going on in the broader economy. But whether were looking at the current state of the economy or market history, our focus is always on facts over feelings. These guidelines dont mean we ignore context. What Should You Do?

Marketing 79

Marketing Marketing Economy Portfolio 79

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. on Friday alone. million average per year).

Marketing 68

Marketing Marketing Economy Compliance 68

Carson Wealth

DECEMBER 2, 2024

20% Back-To-Back Years Bode Well for 2025 Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains 2025 must be doomed. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025.

Marketing 68

Marketing Marketing Economy Compliance 68

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. Here’s What the October Payroll Report Really Tells Us About the Economy October payrolls were a big disappointment, with job growth clocking in at just 12,000. range (or even lower) in Q4 2024 and Q1 2025.

Marketing 95

Marketing Marketing Economy Numbers 95

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. Economies and markets fluctuate. What do these mean, and which is a sounder investment strategy? Lets take a poll.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). For reference, the 2019 average was 166,000.

Marketing 62

Marketing Marketing Economy Manufacturing 62

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130

Banking Economy Startup Marketing 130

Advisor Perspectives

DECEMBER 19, 2024

In his 2025 investment outlook, Head of U.S. economy and which asset classes he believes will be best positioned under each scenario. Fixed Income Greg Wilensky outlines the most likely scenarios for the U.S.

Portfolio 52

Portfolio Economy Assets Investments 52

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. Heres the thing.

Marketing 70

Marketing Marketing Government Economy 70

Discipline Funds

AUGUST 2, 2024

We’ve spent much of the last year explaining how higher rates were slowly putting the screws to the broader economy. The economy doesn’t land like a plane. 5%+ interest rates are not a normalized economy and now looks far too restrictive. What Does it Mean for Your Portfolio?

Financial Planning 115

Financial Planning Assets Asset Allocation Economy 115

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. Does it mean our entire economy is expected to grow much more quickly?

Marketing 66

Marketing Marketing Sales Portfolio 66

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 105

Economy Asset Allocation Valuation Communication 105

The Big Picture

SEPTEMBER 11, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Karen Veraa. I think where it gets tricky is that that’s just an average for the bond or for the bond portfolio. So I think we’ll, we will see a lot of money move this fall and into 2025. She is head of iShares U.

Management 147

Management Portfolio Marketing Marketing 147

Advisor Perspectives

JANUARY 10, 2025

US equities were up notably in 2024, due to a strong economy, accelerating earnings growth, US election results, and AI/mega-cap strength.

Portfolio 40

Portfolio Economy 40

Carson Wealth

FEBRUARY 4, 2025

On one side are the proponents of trickle-down economics, who believe that keeping taxes low enables the affluent to invest more money in ways that create jobs and grow the economy. million for tax year 2025, but rates for amounts above that threshold range up to 40%. Estate taxes also offer challenges. And, if the U.S.

Risk Management 52

Risk Management Compliance Taxes Management 52

Trade Brains

JUNE 5, 2024

Industry Overview Of JK Tyre The global economy has been facing persistent challenges over the last two years, with the aftermath of the pandemic, geopolitical turmoil, soaring commodity prices, and skyrocketing inflation. However, India has remained one of the fastest-growing economies, with its nominal GDP touching US$ 3.5

Manufacturing 111

Manufacturing Economy Sales Government 111

Trade Brains

JULY 8, 2024

Despite global economic challenges, India is expected to become the fastest-growing major economy. million tons of total capacity by the end of FY 2027 and for FY 2025, the company expects to add 15 – 17 million tons of new capacity. Come let’s try to understand all about the company.

Government 96

Government Manufacturing Budgeting Economics 96

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. trillion by just 2025! With regard to China, let us first say that we ( My Portfolio Guide, LLC ) has a policy to never buy Chinese stocks directly.

Investments 102

Investments Investing Portfolio Assets 102

Trade Brains

SEPTEMBER 21, 2024

Reliance Industries – Reliance Jio Reliance Industries telecommunications juggernaut Reliance Jio, is gearing up for a monumental IPO slated for 2025. Jio’s market debut could have far-reaching implications for India’s digital economy and telecom sector, potentially attracting global attention and investment.

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

OCTOBER 22, 2024

Ultratech’s strategic acquisitions and expansions have positioned themselves as a market leader with a diverse portfolio. The company plans to increase its overall capacity to 160 MTPA by 2025 through various strategic initiatives, including acquisitions and greenfield projects. 8,311 crore which is a down from Rs.

Manufacturing 96

Manufacturing Planning Investments Investing 96

Trade Brains

OCTOBER 14, 2024

Consolidation within the sector may lead to stronger, more competitive firms with improved economies of scale due to increasing capacity. The country’s specialty chemicals market is expected to grow at a CAGR of 10-12% between 2020 and 2025. of global chemical sales. How can this Industry benefit from these changes?

Manufacturing 105

Manufacturing Electronics Transportation Healthcare 105

Trade Brains

MAY 17, 2023

Fundamental Analysis Of Sonata Software : When the US economy took a hit, a direct impact could be seen on some of the most prominent Indian IT companies. It is estimated that 10 percent of India’s GDP will be from the IT sector by 2025, up from 7.4 percent currently. Stock P/E 27.6 ROCE 43.7 % ROE 37.2 % Face Value ₹ 1.00 D/E Ratio 0.18

Planning 98

Planning Retail Economy Taxes 98

Trade Brains

MAY 23, 2023

to $ 1,090 billion by 2025. Thus, India’s commodity chemicals industry is anticipated to touch $137 billion in value by 2025 while the specialty chemicals sector is expected to hit the $148 billion mark. Source: Laxmi Organic Industries Ltd. Source: Laxmi Organic Industries Ltd. How about you let us know in the comments below?

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Carson Wealth

OCTOBER 14, 2024

As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. That’s going to be a big tailwind for the economy, and markets, as we go into 2025.

Marketing 95

Marketing Marketing Numbers Food 95

Trade Brains

JANUARY 29, 2024

Power generation from solar and wind projects is likely to be cost-competitive relative to thermal power generation in India in 2025–2030. As the economy grows, electricity consumption is projected to reach 15,280 TWh in 2040 from 4,926 TWh in 2012. Most of the demand will come from the real estate and transport sectors.

Planning 111

Planning Government Accounting Transportation 111

Trade Brains

JANUARY 31, 2024

Schemes 0.31% Income from Treasury Operations 0.78% Revenue from the sale of services 0.73% Industry Overview India has emerged as a significant force in the global energy economy. With its solid macroeconomic fundamentals and smart fiscal policies, India ranks fifth in the world in GDP, with a target of USD 5 trillion by 2025.

Planning 59

Planning Government Distribution Economics 59

Trade Brains

JANUARY 1, 2023

This is expected to increase to 70% by 2025. Saankhya’s 73 patents coupled with its in-house hardware and software IPR will also enhance Tejas Networks’ IPR portfolio. In India, less than 35% of around 700,000 cell sites are currently fiberized (compared to 75-90% in developed countries). Competitive Advantage.

Government 141

Government Manufacturing Engineering Electronics 141

Trade Brains

JUNE 6, 2024

LPTA-led recycling facility through wholly owned subsidiary ARCSPL to promote a circular economy. Recently the company acquired Amara Raja Power Systems Limited to bolster EV charging infrastructure offerings. Amara Raja Energy & Mobility is also in the process of setting up a 1.5 What would you bet on their future?

Manufacturing 69

Manufacturing Distribution Planning Sales 69

Carson Wealth

JUNE 17, 2024

And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.

Marketing 82

Marketing Marketing Valuation Economy 82

Trade Brains

FEBRUARY 8, 2024

The product portfolio of the company includes the entire range of passenger cars, SUVs, MUVs, light trucks, truck-buses, two-wheelers, agriculture, industrial, speciality, bicycle and off-the-road tyres, and retreading material and tyres. Industry Overview India has been the fastest-growing major economy in the last few years.

Planning 105

Planning Manufacturing Portfolio Government 105

Trade Brains

DECEMBER 4, 2023

Fundamental Analysis of Gujarat Pipavav Port: Ports are crucial for global trade as they serve as busy crossroads where goods are exchanged, linking countries and boosting economies. These maritime gateways play a vital role in international business by facilitating the flow of products from around the world.

Planning 111

Planning Commission Economy Taxes 111

Trade Brains

JANUARY 25, 2024

Fundamental Analysis of CG Power : Electricity consumption has risen since the Industrial Revolution and is expected to rise further as the population, income, and economy grow. This portfolio is divided into three SBUs: industrial, power, and railways. billion at a CAGR of 9% between 2021 and 2025. 13,606 crore (US$ 1.6

Planning 59

Planning Manufacturing Engineering B2B 59

Trade Brains

JANUARY 4, 2024

Industry Overview The Indian economy has recovered from the pandemic era and shows great confidence. Achieve Net Carbon Neutrality by 2025. Certification of all office locations and data centers with ISO 14001 by 2025. The World Bank estimates India’s GDP growth rate to be 6.9% in FY23 and 6.3%

Planning 69

Planning Communication Certification Healthcare 69

Trade Brains

DECEMBER 23, 2022

In addition, it has a considerable renewable energy portfolio. Once the economy opened up, the demand for electricity surged. Similarly, Tata Power is foraying into renewable energy and is aggressively increasing its renewable energy portfolio. In short, Adani Power generates power using thermal and solar energy. Adani Power.

Distribution 105

Distribution Economics Portfolio Management 105

Trade Brains

MARCH 3, 2024

The core sectors of the economy, such as agriculture, infrastructure, and building services, constantly require pumps, which facilitates the growing importance of the pump sector in the country. between 2023 and 2028, the Indian pump industry is a direct function of the progress of various sectors in the economy.

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

DECEMBER 29, 2023

Their real estate portfolio comprises around 2.0 Industry Overview The Indian economy has grown from the 10th to the 5th largest in the world in the last nine years and is set to be the third largest by 2027–28. million square feet of carpet area for ongoing projects and 2.6 What do you think about this company?

Planning 59

Planning Engineering Economy Government 59