The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. But I had some really good, strong women in my life. RITHOLTZ: Really?

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Carson Wealth

AUGUST 14, 2023

Overall net worth has increased significantly over time, from $44 trillion in 2000 to close to $150 trillion today. Since 2000, credit card debt has gained 106%, but net worth has risen nearly 250%. Compliance Case # 01867067_081423_C The post Market Commentary: Down for Two Consecutive Weeks appeared first on Carson Wealth.

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Carson Wealth

NOVEMBER 20, 2023

On Tuesday, the Russell 2000 Index, which is composed of small-caps, gained nearly 5.4%, marking one of its best days ever. Also, the number of NYSE stocks on the rise surged, which is exactly what was needed for the next phase of this bull market to continue.

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Carson Wealth

MAY 22, 2023

The mildest decline was in 2000, when starts declined “only” 17%. The 1999-2000 period saw the Fed raise the federal funds rate by about 1.75%. However, there’s a lot of pent-up demand due to a record number of people ages 25-34 , which is prime homebuying age. The other periods saw rates go up by 4.0% Here’s what’s interesting.

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Carson Wealth

DECEMBER 26, 2023

A large spike in the number of overbought stocks in the S&P 500 is a very bullish signal. Notably, there was no SCR in 2000 and 2008. But when there is an SCR, those numbers jump to 10.2% You can read more about the RSI from our friends at Investopedia here. The average yearly gain for the S&P 500 has been 9.1%

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Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. 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.

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Carson Wealth

JANUARY 2, 2024

Now relative performance doesn’t pay the bills in a down year, but value did provide some help in 2022 by outperforming growth stocks by the most since the tech bubble burst in 2000. The Conference Board’s measure has not been as bad, but even that index has recorded numbers below pre-pandemic levels. However, this may be changing.

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