Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. The measure is at 80.7%, exactly where it was a year ago and higher than at any point between July 2001 and February 2020. Following the huge 11.2% But does a strong labor market raise inflation concerns?

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

JANUARY 22, 2024

Waller noted that in the past the Fed had lowered rates reactively, quickly, and by large amounts, but that was after shocks to the economy threatened recession (like in 2000-2001 and 2007-2008). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. So it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. And one of the worst performing factors has been valuation.

Numbers 143

Numbers Management Banking Marketing 143

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. And then I was the beneficiary of the TMT bubble bursting in 2001. One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations.

Assets 290

Assets Clients Investing Investments 290