Carson Wealth

MARCH 3, 2025

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. This is a risk we highlighted in our 2025 Outlook. These numbers are well ahead of the pace of inflation. Here Comes March In the end, the S&P 500 fell 1.3% in January and was up 5.7%

Marketing 73

Marketing Marketing Government Economy 73

Carson Wealth

OCTOBER 14, 2024

The elevated core numbers are due to lagging shelter inflation within official data (shelter makes up 44% of core CPI). I don’t know how you can look at these numbers and still say inflation is a problem. The chart below shows monthly inflation numbers (headline and core) over this period. Core CPI is up 3.3%

Marketing 96

Marketing Marketing Numbers Food 96

The Big Picture

MARCH 4, 2025

And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. I do think, you know, AI is obviously gonna be continued to be a big story over the course of 2025. 00:42:42 [Speaker Changed] Okay. Hey, that’s fair.

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services.

Planning 59

Planning Financial Services Retail Distribution 59

Trade Brains

SEPTEMBER 18, 2024

The sector has seen significant growth in the number of players and business models. Digital advancements have led to the modularization of financial services, especially credit. Two-wheeler sales are projected to improve by 9-10% in fiscal 2025, following 14% growth in fiscal 2024. crores in FY24, and Rs. crores in FY23.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Trade Brains

SEPTEMBER 17, 2024

We delve into the operations and financial performance of prominent unlisted companies such as Swiggy, NSE, boAt, Cochin International Airport, and HDB Financial Services. With a strong financial foundation, HDBFS offers a diverse range of loan options, including secured and unsecured loans. P/B Ratio 9.62 P/B Ratio 7.69

Financial Services 52

Financial Services Electronics Valuation Taxes 52

Trade Brains

FEBRUARY 22, 2024

The company also provides investment banking services, including mergers and acquisitions, divestitures, private equity syndication, and IPO advisory services. According to the FY23 report, the total number of employees was 27,517. They offer loans and banking services to small and medium-sized businesses.

Banking 104

Banking Planning Accounting Retail 104

Carson Wealth

JUNE 17, 2024

Here’s Why We Think Inflation Is Headed Lower CPI inflation data is backward looking (last week’s number were for May), but the guts of the report, and the trends within, can tell us what we may be looking at on a go-forward basis. Headline inflation is running at a 2.8% That is not a typo. There’s good news on that front.

Marketing 84

Marketing Marketing Valuation Economy 84

Trade Brains

APRIL 19, 2023

Now we’ll study its various businesses in the next section of our fundamental analysis of RIL Business Segments The conglomerate groups its various businesses into five major segments: retail, digital services, oil to chemicals, oil & gas exploration, financial services, and others. trillion in value by 2025.

Planning 52

Planning Retail Electronics Financial Services 52

Trade Brains

NOVEMBER 24, 2023

The company serves its customers across industries like automotive, e-commerce, food delivery, transportation, and logistics, banking; financial services and insurance (BFSI), retail and quick service restaurants (QSR), telecom and utilities, healthcare and pharmaceuticals, government, railways, and waterways.

Planning 69

Planning B2C B2B Pharmaceutical 69

Trade Brains

DECEMBER 22, 2022

of the country’s GDP in FY22, it is expected to grow and contribute 10% to India’s GDP by 2025. is an Indian IT company that is a part of Mahindra Group that provides Network technology solutions and Business Process Outsourcing (BPO) services to a large number of industries. 9) Oracle Financial Services Software Limited.

Consulting 52

Consulting Marketing Marketing Engineering 52

Trade Brains

JULY 30, 2022

As of January 2022, the total number of ATMs in India reached 255,00. ICICI Bank Limited is an Indian multinational bank and financial services company. It offers a diversified portfolio of financial products and services to retail, SME, and corporate customers. CASA Ratio: 46.29 Stock P/E: 22.33 CASA Ratio: 444.52

Banking 52

Banking Retail Financial Services Assets 52

Trade Brains

SEPTEMBER 14, 2024

Northern Arc Capital is a diversified financial services platform in India. lakh crore in funding between Fiscal 2025 and 2027. Lender Concentration: The company depends significantly on a small number of key lenders for their borrowings. Keep reading to learn about the company. The range stood from 6.8k crore – 2.4

Retail 52

Retail Risk Management Assets Management 52

Trade Brains

SEPTEMBER 11, 2024

Angel One offers technology-driven financial services to its clients. Services include broking, advisory, margin funding, and loans against shares. The company’s total number of orders executed will be 1409 million in FY24. Key Financial Metrics Particulars Amount Particulars Amount CMP ₹888.20

Manufacturing 52

Manufacturing Clients Planning Marketing 52

Trade Brains

SEPTEMBER 27, 2022

That way they can buy a good number of shares. 7,200 Cr by 2025. It is one of the largest independent full-service retail and institutional broking house in India. Sl Number Company CMP (?) Anyone with common sense could know that. Albeit, the tough part is knowing which stock to invest in. Market Capitalization (?

Manufacturing 52

Manufacturing Retail Government Investing 52

Nerd's Eye View

MARCH 15, 2024

While the final submitted text has not been released, some experts suggest that the DoL likely made few changes to its initial proposal, despite significant opposition from broker-dealers that could lead to the judicial system deciding the rule’s ultimate fate.

Financial Planner 246

Financial Planner CFP Taxes Tax Planning 246

Nerd's Eye View

MARCH 15, 2024

While the final submitted text has not been released, some experts suggest that the DoL likely made few changes to its initial proposal, despite significant opposition from broker-dealers that could lead to the judicial system deciding the rule’s ultimate fate.

Financial Planner 130

Financial Planner CFP Taxes Tax Planning 130

The Big Picture

MAY 30, 2023

(ADVERTISEMENT) RITHOLTZ: Let’s talk a little bit about what Operation HOPE does, but I want to start by asking, why don’t we teach financial literacy in school? Number one, a school district is a business. BRYANT: Number two, money is emotional. Why isn’t this a core course offering across the entire country?

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. So that’s, that’s number one. So what are your thoughts on the possibility of a recession in 2024 or, or more likely 2025? Do you want to be in this business?

Valuation 162

Valuation Clients Investing Investments 162

Carson Wealth

NOVEMBER 18, 2024

Fortunately, as we head into 2025, we think all of those market tailwinds remain firmly in place. It probably sounds bonkers to say inflation has normalized when these numbers are clearly above the Fed’s target of 2%. last month and is up 3.3% since last year. year over year.

Marketing 95

Marketing Marketing Economy Banking 95

Carson Wealth

DECEMBER 23, 2024

Yes, worries spiked last week over fears about sticky inflation (which we dont see) and fewer rate cuts next year (which wasnt really a surprise to us just two weeks ago our Global Macro Strategist Sonu Varghese wrote about expecting just 2-3 cuts in 2025). But when there is an SCR, those numbers jump to 10.4% 2025: Up from 2.2%

Marketing 67

Marketing Marketing Economy Economics 67

Carson Wealth

MARCH 24, 2025

Not All Corrections Become Bear Markets We found 13 official bear markets (down 20% from recent highs) going back to World War II, with many asking whether this could become number 14. The 2025 unemployment rate projection rose from 4.3% Real GDP projection for 2025 fell from 2.1% Real GDP projection for 2025 fell from 2.1%

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

FEBRUARY 3, 2025

The Federal Reserves (Fed) January 2025 meeting held no surprises. at the end of 2025, implying two rate cuts in 2025 (each worth 0.25%-points), although that may change this week as the market absorbs the impact of newly announced tariffs. at the end of 2025. at the end of 2025.

Marketing 70

Marketing Marketing Economy Investing 70

Carson Wealth

FEBRUARY 24, 2025

Worries about tariffs, what President Trump might do next, the Fed, geopolitical drama, inflation, AI, and more have dominated the headlines and caused a good deal of worry for many investors in 2025. The good news is we dont see that happening anytime soon and 2025 still looks like it should be a nice year for investors. across 2019.

Marketing 83

Marketing Marketing Economy Planning 83

Indigo Marketing Agency

JANUARY 25, 2025

The financial advisory world is evolving faster than ever. Here are the 30 voices to follow in 2025, along with rising stars you shouldnt miss. Michael Kitces Reason to Follow: Deep insights into financial planning and wealth management Michael Kitces continues to dominate as a thought leader in financial planning.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

Carson Wealth

FEBRUARY 18, 2025

Year Three of a Bull Market As we noted inour 2025 Outlook: Animal Spirits , stocks usually see huge gains the first two years of a bull market (just like they did this time) and the third year can be more choppy and frustrating. Heres the other side to things and unfortunately where things stand in 2025. points in January to 104.1,

Marketing 106

Marketing Marketing Economy Compliance 106

The Big Picture

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. You had a number of bankruptcies going on. It is a financial services hub. The, the Louisiana purchase that is not this entity, ING purchased them out of bankruptcy.

Assets 147

Assets Insurance Management Investing 147

Carson Wealth

DECEMBER 16, 2024

These numbers are clearly over the Feds 2% target. Yet, the outlook for 2025 remains uncertain. As you saw from the numbers above, inflation really isnt a problem anymore. As you saw from the numbers above, inflation really isnt a problem anymore. Headline CPI rose 0.3% and is up 2.7% from last year. year over year.

Marketing 52

Marketing Marketing Insurance Food 52

The Big Picture

JANUARY 7, 2025

She works as an advisor for a number of LPs and gps and pretty much everybody in between. I flew back again to do interviews and I was blessed enough to get into a number of, of great US Ivy Leagues, but ended up choosing Stanford because even then Barry, I knew I was an entrepreneur at heart. How do you come at them?

Valuation 130

Valuation Engineering Numbers Marketing 130

Carson Wealth

JANUARY 6, 2025

Welcome to our first Weekly Market Commentary for 2025. Charts #2 and #3: Broad-based Gains Supported by Fundamentals A lot has been written on how the S&P 500 is dominated by a small number of very large technology-oriented companies, sometimes called the Magnificent Seven.

Marketing 60

Marketing Marketing Economy Economics 60

Carson Wealth

JANUARY 21, 2025

on the release day (January 15 , 2025). These numbers are clearly over the Feds 2% target. However, more recent numbers look even better. And theres likely more disinflation in the pipeline, as we discussed in our 2025 Outlook. This was a big relief for markets, with the S&P 500 rising 1.8% Headline CPI is up 2.9%

Marketing 70

Marketing Marketing Insurance Economy 70

The Big Picture

FEBRUARY 4, 2025

But in fact, it is still the case that if you think about it, well hotel costs are important for a number of different reasons. And this has raised a number of important questions in financial markets. Even the last non-farm payrolls number we got was of course also very strong. Why are we looking at this?

Economy 257

Economy Banking Economics Taxes 257

Carson Wealth

OCTOBER 21, 2024

If you extrapolate that number out to a full year, it would be just under 60 new highs, which would crack the top five of the best years ever. If Congress does nothing, a lot of elements of the 2017 Tax Cut and Jobs Act (TCJA, which was signed into law by former President Trump) will expire on December 31, 2025.

Marketing 95

Marketing Marketing Taxes Economy 95

Carson Wealth

OCTOBER 28, 2024

In fact, it might be a reason to remain in the “glass half full” camp as we head into 2025. As with many of these numbers, we would take this with a grain of salt. We discuss above why some of the features that make divided government market friendly will likely still be present in 2025, even if we see a sweep.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

MARCH 31, 2025

Following the election there was an initial wave of enthusiasm consistent with our view that policy opportunities outweigh policy risks, as we discussed in our Outlook 2025. The current median forecast by the Fed is for two rate cuts in 2025 while the market-implied expectation is just shy of 2.5. million to 0.7

Marketing 84

Marketing Marketing Economy Government 84