The Big Picture

AUGUST 12, 2025

1 Their collective impact was tremendous, despite the fact that so many companies went belly up back in the 2000 dot-com implosion. When we think about Internet companies, we often imagine those narrow parts of the economy focused on specific web technologies.

Valuation

Carson Wealth

JANUARY 13, 2025

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. If the underlying economy is sound, pullbacks like this can actually be a positive for the longer-term health of the market. The economy created over 2 million jobs in 2024, down from 2.4

Marketing

Carson Wealth

DECEMBER 9, 2024

One More Bit of Good News November was a huge month for stocks, but the big winner was small caps, with the Russell 2000 up an amazing 10.9%. Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. For reference, the 2019 average was 166,000.

Marketing

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. Same thing for 2023.

Marketing

Calculated Risk

DECEMBER 3, 2024

This series started in December 2000. When the blue line is above the two stacked columns, the economy is adding net jobs - when it is below the columns, the economy is losing jobs. Within separations, quits (3.3 million) increased, but layoffs and discharges (1.6 million) changed little. Jobs openings increased in October to 7.74

Numbers

Carson Wealth

AUGUST 11, 2025

The Two Sides of the AI Economy AI spending has started showing up in some of the macroeconomic data in a big way. For perspective, consumption makes up 68% of the economy whereas IT equipment and software make up just over 4%. Cash-rich tech companies are going on a capex spending spree, providing a crucial boost to the economy.

Economy

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

The Big Picture

JULY 1, 2025

So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy. So what’s happening with the global economy, what’s happening with interest rates, what is the Fed going to do?

Investments

Yardley Wealth Management

JULY 9, 2025

1 Originally composed of 12 companies, the DJIA looked to reflect the major sectors of the late 19th-century American economy. economy at the turn of the last century. economy and stock market over time. economy dominated by manufacturing and heavy industry to one more diversified into services and technology.

Marketing

Carson Wealth

NOVEMBER 11, 2024

Small caps were the big winner on the day, though, as the Russell 2000 gained nearly 6% for its best day since November 2022. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. The services sector (which makes up more than 60% of our economy) is very strong.

Marketing

Nationwide Financial

AUGUST 14, 2024

Then, a shift in the outlook for the economy (partly by weaker employment numbers) caused spreads to widen, particularly for high-yield bonds (e.g., That was well below the median spread of 454 bps since August 2000. bonds issued by low-rated companies). On July 24, the spread between high-yield bonds and the U.S.

Economics

Mr. Money Mustache

FEBRUARY 25, 2025

For example, if the house brings in $2000 per month ($24,000 each year) and the sale price is $240,000, the next investor is buying a business with a price-to-earnings ratio of 10, because 240k/24k=10. Does it mean our entire economy is expected to grow much more quickly? In the case of the current stock market euphoria, not exactly.

Marketing

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. The Bloomberg 1-3 Month Treasury Bill Index provided an annual growth rate of 3.0%

Marketing

Carson Wealth

DECEMBER 23, 2024

Notably, there was no SCR in 2000 and 2008, not the best times for investors, and potentially a major warning that something wasnt right. The small cap index, the Russell 2000, fell 4.4%. In short, the economy and markets are looking at elevated interest rates over the next two years.

Marketing

Investing Caffeine

MAY 1, 2025

was exiting the Vietnam War Economy was undergoing a major recession Watergate scandal and presidential resignation 9% unemployment The Arab Oil Embargo Surging inflation The medias response? COVID-19 Pandemic (2020) With over 3 million deaths worldwide and a grinding halt to the global economy, markets initially fell roughly -35%.

Media

The Big Picture

FEBRUARY 25, 2025

It’s lobotomized investing a danger to the economy, a systemic risk, a bubble waiting to burst. It’s terrible for our economy. It’s devouring capitalism. It’s a mania. It’s creating frightening risk for markets. Why so much hate for index then? Airplane travel will change more. Don’t do it.

Investments

Carson Wealth

DECEMBER 30, 2024

on discussing the economy, an area where our prediction for no recession in 2023 and 2024 was seen as quite bonkers at the time. Verdict: Mixed We expected headwinds from the investment side of the economy to fade as interest rates eased in anticipation of Fed cuts, especially housing. for the S&P 600.

Marketing

Investing Caffeine

DECEMBER 2, 2024

In fact, the index concentration is the highest it has been in more than a half century – even higher than at the peak of the 2000 Tech Bubble when Cisco Systems, Microsoft, GE, Intel, and Exxon Mobil were the five largest companies by market capitalization (see chart below).

Marketing

The Big Picture

APRIL 7, 2025

April 2nd revealed that the president and his economic team do not truly understand how global economies and trade work. The goals and the implementation methods have been, at best, opaque and confusing. Definitely clumsy, somewhat amateurish. It seems misguided, reckless, and poorly thought out.

Taxes

The Big Picture

APRIL 8, 2025

Barry Ritholtz : Well, that was sweet of them to do it that way… You know, I have a vivid recollection from the people I, we, we were talking about Josh Frankel and Dave Rosenberg, and I know a lot of Rich Bernstein, all these people I know from the 2000 Era Merrill Lynch. We have a very robust economy. 00:37:58 Right?

Asset Allocation

The Big Picture

JANUARY 29, 2025

Barry Ritholtz : 1967 seems like a long time, different economy, different market, different credit cycle. We had the super boom in the 90s into 2000. Hold aside how the incumbent party loses with the economy up as much as it was in the stock market up that much. Bottom line, it’s about presidents trying to get re elected.

Investments

The Big Picture

JULY 15, 2025

For instance, if you had bought Nasdaq, or even the S and PETF in March of 2000 for sure. One of the things that I wrote about extensively, even when I was at Maryland through my entire career, is I’ve argued that equity investors spend too much time worrying about the economy and not enough time worrying about corporate profits.

Numbers

Carson Wealth

MARCH 7, 2025

But now what is the big questionfor policy, the economy, and obviously, markets. Even if we get a roll back of tariffs, the threat is going to loom over the global economy. Rates are clearly elevated noweven Powell has acknowledged that they are meaningfully restrictiveand thats hurting cyclical areas of the economy like housing.

Economy

Carson Wealth

JUNE 16, 2025

Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. Even from a market perspective, that doesn’t mean you should ignore these events, as they can cause a lot of volatility in markets, and even the economy. Cole bombing was coincident with the tech bubble bursting in 2000.

Marketing

Carson Wealth

JUNE 23, 2025

Here’s another look at our current bull market, but this time compared to the longest bull market ever, from 1987 to 2000. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing

The Big Picture

MAY 20, 2025

We can go deeper on small, you go 00:21:27 [Speaker Changed] Micro cap and 00:21:28 [Speaker Changed] Deeper to a degree, our benchmark is still the Russell 2000 value index. So you think of old economy stocks and new economy stocks is another way to think about ’em. So we don’t duplicate that.

Management

The Better Letter

JANUARY 10, 2025

Four of 1990’s top ten were still there in 2000. IBM topped the list in 1980 and 1990, but was off it entirely by 2000. Also off the list for 2000: Philip Morris (still profitable due to international markets, but tobacco was more and more a social pariah in the U.S.), Only Microsoft remained from the 2000 list.

Numbers

Calculated Risk

APRIL 8, 2025

During President Trump's terms (Orange), the economy has lost 1,853,000 private sector jobs. Note: the bumps in public sector employment due to the decennial Census in 1980, 1990, 2000, 2010 and 2020. During Mr. Trump's terms, the economy lost 517,000 public sector jobs (mostly teachers during the pandemic).

Economy

Carson Wealth

JULY 21, 2025

If you’ve done this long enough then you recall there indeed was one final new high in 2000, right before stocks were cut in half. For every peak in 2000 or 2007, there are literally hundreds of other new highs that weren’t a major peak. But there’s weakness in the economy, especially income growth. And the good news?

Marketing

The Big Picture

MARCH 17, 2025

It’ll reduce new company formation, it’ll make us borrowing costs skyrocket, it’ll devalue the US dollar, it’s gonna cause rampant inflation and it will act as a drag on the overall economy. And their economy seems to be doing just fine. None of these things have happened. Deficits for what, right?

Economy

Carson Wealth

JUNE 16, 2025

Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. Even from a market perspective, that doesn’t mean you should ignore these events, as they can cause a lot of volatility in markets, and even the economy. Cole bombing was coincident with the tech bubble bursting in 2000.

Marketing

Investing Caffeine

JULY 1, 2025

Economy Resilient Despite Tariffs and Geopolitical Turmoil Source: Calafia Beach Pundit Credit Default Swaps ( CDS ) act as insurance contracts that protect investors against corporate debt defaults. For context, that’s 40% more than the company spent over the entire 2000–2020 period combined. which surged +16.9% In the U.S.,

Marketing

The Big Picture

JUNE 16, 2025

Never before in American history has a colossally incompetent American president tried to crater the economy. And so this is the guy who’s now directing our economy. And that is certainly an argument for international diversification to invest in countries whose economies are run by adults. 00:19:24 [Speaker Changed] Yes.

Math

Carson Wealth

APRIL 9, 2025

Should we get some good news on the trade front and the economy remains resilient, it could happen. The bottom line is that since 2000, the average year has gained 9.8%. February Peaks Are Rare Can stocks really get back to new highs before this year is over? Below, we show what happens if you miss the 10 best days of the year.

Valuation

The Big Picture

DECEMBER 16, 2024

But the only way we are likely to experience broad-based price declines is during a terrible economy with heavy job losses. Wall Street Journal ) Sports gambling in the degenerate economy : Sports gambling in the degenerate economy December 15, 2024 Sports gambling has been legal in many other countries for a awhile now.

Economy

Calculated Risk

NOVEMBER 11, 2024

After the election in November 2016, I pointed out that the economy was solid, that there were significant economic tailwinds and that it was unlikely that Mr. Trump would do everything he said during the campaign ( emphasis added ). The first graph shows single and multi-family housing starts since 2000. and The Cupboard is Full.

Economics

The Big Picture

FEBRUARY 19, 2025

At The Money: Jeff Hirsch Why Big Federal Spending Plus Inflation = Superbooms (February, 19 2025) Wars, national defense spending, technology innovations historically, these have had big impacts on the economy. I mean, we don’t measure the secular bear market from 74 to 2000 measure for 82. So, so let’s look at sectors.

Economy