Carson Wealth

APRIL 8, 2024

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. But does a strong labor market raise inflation concerns?

Marketing 96

Marketing Marketing Valuation Economy 96

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So the whole sector that I was covering went bankrupt. Capital rules were changing.

Assets 286

Assets Clients Investing Investments 286

Carson Wealth

MAY 6, 2024

The prime-age employment population ratio rose in April to 80.8% — that’s only slightly below the high from last summer and above anything between 2001 and 2019, when it peaked at 80.4%. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

JUNE 12, 2023

It declined ahead of the actual start of the 2001 and 2008 recessions. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01795338 The post Market Commentary: A New Bull Market is Here appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

FEBRUARY 5, 2024

It indicates that more people are working and want to work than at any point between 2001 and 2020. A diversified portfolio does not assure a profit or protect against loss in a declining market. It’s not far below the highest level recorded over the past year when the ratio hit 80.9% in October 2023).

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

MAY 22, 2023

We reviewed single-family housing starts across the five recessions that preceded the pandemic-led 2020 recession, including 1980, 1981-1982, 1990-1991, 2001, and 2007-2009. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

JULY 26, 2022

When you launched in 2001, you started with $50 million, $55 million, something like that? We have actually 52 people at Alpine and in our portfolio companies that are looking for deals. WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments. And so I made every mistake you can imagine.

Consulting 286

Consulting Management Numbers Investing 286

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. She is an author and former hedge fund trader, specializing in distressed assets. MIELLE: Exactly.

Assets 274

Assets Investing Investments Management 274

Carson Wealth

OCTOBER 16, 2023

Most of the major drawdowns have taken place during or near a recession, including those in 1956, 1973, and 2000-2001. In addition, we continue to be cautious on rates but have recommended adding duration (interest-rate sensitivity) to bond portfolios as rates climbed sharply higher. Aggregate Bond Index.

Marketing 96

Marketing Marketing Economy Compliance 96